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Winnow Wealth’s Salesforce CRM Stock Holding History

Winnow Wealth’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
-25
Closed -$6.63K – 212
2025
Q4 		$6.63K Buy
+25
New +$6.21K ﹤0.01% 251
2025
Q2 		– Sell
-30
Closed -$7.88K – 270
2025
Q1 		$7.88K Buy
30
+10
+50% +$3.11K 0.01% 215
2024
Q4 		$6.54K Buy
+20
New +$6.38K 0.01% 201

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

Winnow Wealth's CRM Position: Q1 2026 in Review

Winnow Wealth sold out of Salesforce (CRM) in Q1 2026, closing a stake of 25 shares — an estimated $6.63K sold.

Winnow Wealth first reported a position in CRM in Q4 2024 and held it in 3 quarters. The position peaked at $7.88K in Q1 2025. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Winnow Wealth reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
  • Winnow Wealth sold 25 Salesforce shares in Q1 2026, an estimated $6.63K.
  • Winnow Wealth first reported a position in Salesforce in Q4 2024 and held it in 3 quarters.
  • Winnow Wealth's Salesforce position peaked at $7.88K in Q1 2025.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Winnow Wealth's 13F filing for Q1 2026, filed 19 May 2026.