Whalen Wealth Management’s Salesforce CRM Stock Holding History

Whalen 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	$287K	Sell	1,539 -3,390	-69%	-$702K	0.15%	156
2025 Q4	$1.31M	Buy	+4,929	New	+$1.22M	0.7%	34
2025 Q3	–	Sell	-855	Closed	-$233K	–	194
2025 Q2	$233K	Sell	855 -1,439	-63%	-$385K	0.15%	183
2025 Q1	$616K	Buy	2,294 +940	+69%	+$292K	0.41%	50
2024 Q4	$453K	Buy	+1,354	New	+$432K	0.31%	71

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

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

Whalen Wealth Management reduced its Salesforce (CRM) stake by 69% in Q1 2026, selling an estimated $702K and leaving 1,539 shares worth $287K. The position accounts for 0.15% of the portfolio, ranked #156.

Whalen Wealth Management first reported a position in CRM in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.31M in Q4 2025. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Whalen Wealth Management held 1,539 shares of Salesforce worth $287K as of Q1 2026.
Whalen Wealth Management sold 3,390 Salesforce shares in Q1 2026, an estimated $702K.
Salesforce made up 0.15% of Whalen Wealth Management's portfolio in Q1 2026, its #156 holding.
Whalen Wealth Management first reported a position in Salesforce in Q4 2024 and has held it in 5 quarters since.
Whalen Wealth Management's Salesforce position peaked at $1.31M in Q4 2025.
2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Whalen Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.