WJWM
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Williams Jones Wealth Management’s Salesforce CRM Stock Holding History

Williams Jones 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 		– Sell
-1,212
Closed -$321K – 516
2025
Q4 		$321K Sell
1,212
-112
-8% -$27.8K ﹤0.01% 409
2025
Q3 		$314K Sell
1,324
-522
-28% -$132K ﹤0.01% 408
2025
Q2 		$503K Sell
1,846
-698
-27% -$187K 0.01% 349
2025
Q1 		$683K Buy
2,544
+37
+1% +$11.5K 0.01% 290
2024
Q4 		$838K Buy
2,507
+117
+5% +$37.3K 0.01% 268
2024
Q3 		$654K Sell
2,390
-946
-28% -$242K 0.01% 309
2024
Q2 		$858K Sell
3,336
-831
-20% -$222K 0.01% 269
2024
Q1 		$1.26M Buy
4,167
+1,943
+87% +$561K 0.02% 242
2023
Q4 		$585K Sell
2,224
-325
-13% -$73.6K 0.01% 317
2023
Q3 		$517K Sell
2,549
-1,589
-38% -$343K 0.01% 334
2023
Q2 		$874K Sell
4,138
-972
-19% -$198K 0.01% 268
2023
Q1 		$1.02M Sell
5,110
-88,579
-95% -$15M 0.02% 272
2022
Q4 		$12.4M Sell
93,689
-51,429
-35% -$7.5M 0.21% 87
2022
Q3 		$20.9M Sell
145,118
-6,838
-4% -$1.16M 0.36% 60
2022
Q2 		$25.1M Sell
151,956
-7,941
-5% -$1.4M 0.41% 51
2022
Q1 		$33.9M Buy
159,897
+895
+0.6% +$193K 0.47% 48
2021
Q4 		$40.4M Buy
159,002
+3,119
+2% +$876K 0.5% 47
2021
Q3 		$42.3M Buy
155,883
+1,819
+1% +$462K 0.59% 45
2021
Q2 		$37.6M Sell
154,064
-48
-0% -$11.1K 0.53% 50
2021
Q1 		$32.7M Buy
154,112
+4,545
+3% +$1.01M 0.51% 50
2020
Q4 		$33.3M Buy
149,567
+3,288
+2% +$800K 0.54% 45
2020
Q3 		$36.8M Buy
146,279
+2,415
+2% +$529K 0.68% 39
2020
Q2 		$26.9M Buy
143,864
+3,169
+2% +$534K 0.55% 46
2020
Q1 		$20.3M Buy
140,695
+3,505
+3% +$601K 0.53% 47
2019
Q4 		$22.3M Buy
137,190
+85,601
+166% +$13.4M 0.43% 58
2019
Q3 		$7.66M Buy
+51,589
New +$7.84M 0.16% 94

Other funds holding CRM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Williams Jones Wealth Management's CRM Position: Q1 2026 in Review

Williams Jones Wealth Management sold out of Salesforce (CRM) in Q1 2026, closing a stake of 1,212 shares — an estimated $321K sold.

Williams Jones Wealth Management first reported a position in CRM in Q3 2019 and held it in 26 quarters. The position peaked at $42.3M in Q3 2021. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Williams Jones Wealth Management reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
  • Williams Jones Wealth Management sold 1,212 Salesforce shares in Q1 2026, an estimated $321K.
  • Williams Jones Wealth Management first reported a position in Salesforce in Q3 2019 and held it in 26 quarters.
  • Williams Jones Wealth Management's Salesforce position peaked at $42.3M in Q3 2021.
  • 2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Williams Jones Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.