Whipplewood Advisors’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
Other funds holding CRM
Whipplewood Advisors's CRM Position: Q2 2026 in Review
Whipplewood Advisors reduced its Salesforce (CRM) stake by 89% in Q2 2026, selling an estimated $16.9K and leaving 12 shares worth $1.88K. The position accounts for ﹤0.01% of the portfolio, ranked #436.
Whipplewood Advisors first reported a position in CRM in Q4 2024 and has held it in 5 quarters since. The position peaked at $61.9K in Q4 2024. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.
- Whipplewood Advisors held 12 shares of Salesforce worth $1.88K as of Q2 2026.
- Whipplewood Advisors sold 96 Salesforce shares in Q2 2026, an estimated $16.9K.
- Salesforce made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #436 holding.
- Whipplewood Advisors first reported a position in Salesforce in Q4 2024 and has held it in 5 quarters since.
- Whipplewood Advisors's Salesforce position peaked at $61.9K in Q4 2024.
- 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.
Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.