WWM
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Western Wealth Management’s Salesforce CRM Stock Holding History

Western Wealth Management’s Portfolio CRM Stock Details CRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.74M Buy
14,663
+4,799
+49% +$994K 0.1% 216
2025
Q4 		$2.61M Buy
9,864
+112
+1% +$27.8K 0.12% 174
2025
Q3 		$2.31M Sell
9,752
-1,891
-16% -$477K 0.12% 162
2025
Q2 		$3.17M Sell
11,643
-407
-3% -$109K 0.19% 104
2025
Q1 		$3.23M Buy
12,050
+736
+7% +$229K 0.21% 95
2024
Q4 		$3.78M Sell
11,314
-1,604
-12% -$512K 0.25% 80
2024
Q3 		$3.54M Buy
12,918
+2,060
+19% +$528K 0.2% 99
2024
Q2 		$2.79M Buy
10,858
+771
+8% +$206K 0.21% 98
2024
Q1 		$3.04M Buy
10,087
+2,088
+26% +$602K 0.24% 84
2023
Q4 		$2.1M Buy
7,999
+1,400
+21% +$317K 0.15% 144
2023
Q3 		$1.34M Buy
6,599
+373
+6% +$80.6K 0.11% 186
2023
Q2 		$1.32M Buy
6,226
+414
+7% +$84.5K 0.11% 190
2023
Q1 		$1.16M Buy
5,812
+233
+4% +$39.4K 0.11% 201
2022
Q4 		$740K Sell
5,579
-2,561
-31% -$374K 0.08% 276
2022
Q3 		$1.17M Buy
8,140
+3,298
+68% +$559K 0.07% 272
2022
Q2 		$793K Sell
4,842
-4,492
-48% -$794K 0.05% 354
2022
Q1 		$1.98M Buy
9,334
+2,500
+37% +$538K 0.1% 209
2021
Q4 		$1.74M Buy
+6,834
New +$1.92M 0.17% 132
2021
Q2 		$1.8M Sell
7,421
-772
-9% -$178K 0.19% 124
2021
Q1 		$1.74M Sell
8,193
-298
-4% -$66.3K 0.23% 95
2020
Q4 		$1.89M Buy
8,491
+2,337
+38% +$568K 0.28% 88
2020
Q3 		$1.55M Sell
6,154
-1,126
-15% -$246K 0.25% 99
2020
Q2 		$1.36M Buy
7,280
+2,310
+46% +$389K 0.25% 99
2020
Q1 		$711K Buy
4,970
+1,126
+29% +$193K 0.16% 139
2019
Q4 		$625K Sell
3,844
-55
-1% -$8.62K 0.09% 208
2019
Q3 		$582K Sell
3,899
-501
-11% -$76.1K 0.12% 194
2019
Q2 		$672K Buy
4,400
+103
+2% +$16.1K 0.09% 186
2019
Q1 		$683K Sell
4,297
-356
-8% -$55.2K 0.15% 157
2018
Q4 		$638K Buy
+4,653
New +$640K 0.17% 149

Other funds holding CRM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Western Wealth Management's CRM Position: Q1 2026 in Review

Western Wealth Management increased its Salesforce (CRM) stake by 49% in Q1 2026, buying an estimated $994K and bringing the position to 14,663 shares worth $2.74M. The position accounts for 0.1% of the portfolio, ranked #216.

Western Wealth Management first reported a position in CRM in Q4 2018 and has held it in 29 quarters since. The position peaked at $3.78M in Q4 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Western Wealth Management held 14,663 shares of Salesforce worth $2.74M as of Q1 2026.
  • Western Wealth Management bought 4,799 Salesforce shares in Q1 2026, an estimated $994K.
  • Salesforce made up 0.1% of Western Wealth Management's portfolio in Q1 2026, its #216 holding.
  • Western Wealth Management first reported a position in Salesforce in Q4 2018 and has held it in 29 quarters since.
  • Western Wealth Management's Salesforce position peaked at $3.78M in Q4 2024.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.