WFA of San Diego’s Salesforce CRM Stock Holding History

WFA of San Diego’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	-22	Closed	-$4.11K	–	149
2026 Q1	$4.11K	Hold	22	–	–	﹤0.01%	331
2025 Q4	$5.83K	Buy	22 +10	+83%	+$2.48K	﹤0.01%	336
2025 Q3	$2.84K	Hold	12	–	–	﹤0.01%	371
2025 Q2	$3.27K	Buy	+12	New	+$3.21K	﹤0.01%	378
2024 Q3	$4.65K	Hold	17	–	–	﹤0.01%	321
2024 Q2	$4.37K	Buy	+17	New	+$4.55K	﹤0.01%	322
2023 Q3	$2.43K	Hold	12	–	–	﹤0.01%	340
2023 Q2	$2.54K	Buy	+12	New	+$2.45K	﹤0.01%	338
2022 Q3	–	Sell	-9	Closed	-$1K	–	142
2022 Q2	$1K	Buy	+9	New	+$1.59K	﹤0.01%	369
2022 Q1	–	Sell	-525	Closed	-$133K	–	99
2021 Q4	$133K	Buy	+525	New	+$148K	0.08%	142
2020 Q3	–	Sell	-1,222	Closed	-$222K	–	102
2020 Q2	$222K	Buy	+1,222	New	+$206K	0.05%	236

Other funds holding CRM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

WFA of San Diego's CRM Position: Q2 2026 in Review

WFA of San Diego sold out of Salesforce (CRM) in Q2 2026, closing a stake of 22 shares — an estimated $4.11K sold.

WFA of San Diego first reported a position in CRM in Q2 2020 and held it in 11 quarters. The position peaked at $222K in Q2 2020. 2,497 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

WFA of San Diego reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
WFA of San Diego sold 22 Salesforce shares in Q2 2026, an estimated $4.11K.
WFA of San Diego first reported a position in Salesforce in Q2 2020 and held it in 11 quarters.
WFA of San Diego's Salesforce position peaked at $222K in Q2 2020.
2,497 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on WFA of San Diego's 13F filing for Q2 2026, filed 14 Aug 2026.