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Westmount Partners’s Salesforce CRM Stock Holding History

Westmount Partners’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
Q2 		– Sell
-1,134
Closed -$212K – 281
2026
Q1 		$212K Sell
1,134
-103
-8% -$21.3K 0.05% 250
2025
Q4 		$328K Buy
1,237
+37
+3% +$9.2K 0.08% 184
2025
Q3 		$283K Sell
1,200
-16
-1% -$4.04K 0.07% 198
2025
Q2 		$332K Sell
1,216
-101
-8% -$27K 0.09% 176
2025
Q1 		$353K Buy
1,317
+262
+25% +$81.5K 0.11% 159
2024
Q4 		$353K Buy
1,055
+15
+1% +$4.79K 0.11% 149
2024
Q3 		$285K Buy
1,040
+33
+3% +$8.45K 0.09% 169
2024
Q2 		$258K Sell
1,007
-289
-22% -$77.3K 0.09% 176
2024
Q1 		$390K Buy
1,296
+102
+9% +$29.4K 0.14% 134
2023
Q4 		$314K Buy
1,194
+97
+9% +$22K 0.13% 145
2023
Q3 		$222K Buy
1,097
+16
+1% +$3.46K 0.1% 169
2023
Q2 		$228K Sell
1,081
-51
-5% -$10.4K 0.1% 160
2023
Q1 		$226K Buy
+1,132
New +$191K 0.1% 161

Other funds holding CRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Westmount Partners's CRM Position: Q2 2026 in Review

Westmount Partners sold out of Salesforce (CRM) in Q2 2026, closing a stake of 1,134 shares — an estimated $212K sold.

Westmount Partners first reported a position in CRM in Q1 2023 and held it in 13 quarters. The position peaked at $390K in Q1 2024. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Westmount Partners reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
  • Westmount Partners sold 1,134 Salesforce shares in Q2 2026, an estimated $212K.
  • Westmount Partners first reported a position in Salesforce in Q1 2023 and held it in 13 quarters.
  • Westmount Partners's Salesforce position peaked at $390K in Q1 2024.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Westmount Partners's 13F filing for Q2 2026, filed 7 Jul 2026.