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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

WFA of San Diego's CRM Position: Q1 2026 in Review

WFA of San Diego held its Salesforce (CRM) position steady in Q1 2026 at 22 shares worth $4.11K. The position accounts for ﹤0.01% of the portfolio, ranked #331.

WFA of San Diego first reported a position in CRM in Q2 2020 and has held it in 11 quarters since. The position peaked at $222K in Q2 2020. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

WFA of San Diego held 22 shares of Salesforce worth $4.11K as of Q1 2026.
WFA of San Diego left its Salesforce share count unchanged in Q1 2026.
Salesforce made up ﹤0.01% of WFA of San Diego's portfolio in Q1 2026, its #331 holding.
WFA of San Diego first reported a position in Salesforce in Q2 2020 and has held it in 11 quarters since.
WFA of San Diego's Salesforce position peaked at $222K in Q2 2020.
2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on WFA of San Diego's 13F filing for Q1 2026, filed 11 May 2026.