Wolff Wiese Magana’s Salesforce CRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$195K Sell
1,243
-66
-5% -$11.6K 0.09% 118
2026
Q1
$244K Sell
1,309
-8
-0.6% -$1.66K 0.13% 99
2025
Q4
$349K Buy
1,317
+63
+5% +$15.7K 0.19% 87
2025
Q3
$297K Sell
1,254
-1,578
-56% -$398K 0.17% 96
2025
Q2
$772K Sell
2,832
-4
-0.1% -$1.07K 0.48% 60
2025
Q1
$761K Sell
2,836
-337
-11% -$105K 0.52% 57
2024
Q4
$1.06M Sell
3,173
-62
-2% -$19.8K 0.7% 49
2024
Q3
$885K Buy
3,235
+42
+1% +$10.8K 0.61% 48
2024
Q2
$821K Buy
3,193
+503
+19% +$135K 0.65% 47
2024
Q1
$810K Buy
2,690
+18
+0.7% +$5.19K 0.7% 45
2023
Q4
$703K Sell
2,672
-1,964
-42% -$444K 0.67% 45
2023
Q3
$940K Sell
4,636
-323
-7% -$69.8K 0.76% 44
2023
Q2
$1.05M Sell
4,959
-38
-0.8% -$7.76K 0.81% 44
2023
Q1
$998K Buy
4,997
+136
+3% +$23K 0.81% 44
2022
Q4
$645K Sell
4,861
-298
-6% -$43.5K 0.55% 49
2022
Q3
$742K Buy
5,159
+509
+11% +$86.3K 0.6% 51
2022
Q2
$768K Sell
4,650
-332
-7% -$58.7K 0.56% 48
2022
Q1
$1.06M Buy
4,982
+455
+10% +$97.9K 0.71% 41
2021
Q4
$1.15M Sell
4,527
-38
-0.8% -$10.7K 0.74% 40
2021
Q3
$1.24M Buy
4,565
+104
+2% +$26.4K 0.87% 34
2021
Q2
$1.09M Sell
4,461
-124
-3% -$28.6K 0.78% 38
2021
Q1
$971K Buy
4,585
+248
+6% +$55.2K 0.76% 38
2020
Q4
$966K Buy
+4,337
New +$1.05M 0.82% 38

Other funds holding CRM

Wolff Wiese Magana's CRM Position: Q2 2026 in Review

Wolff Wiese Magana reduced its Salesforce (CRM) stake by 5% in Q2 2026, selling an estimated $11.6K and leaving 1,243 shares worth $195K. The position accounts for 0.09% of the portfolio, ranked #118.

Wolff Wiese Magana first reported a position in CRM in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.24M in Q3 2021. 749 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Wolff Wiese Magana held 1,243 shares of Salesforce worth $195K as of Q2 2026.
  • Wolff Wiese Magana sold 66 Salesforce shares in Q2 2026, an estimated $11.6K.
  • Salesforce made up 0.09% of Wolff Wiese Magana's portfolio in Q2 2026, its #118 holding.
  • Wolff Wiese Magana first reported a position in Salesforce in Q4 2020 and has held it in 23 quarters since.
  • Wolff Wiese Magana's Salesforce position peaked at $1.24M in Q3 2021.
  • 749 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Wolff Wiese Magana's 13F filing for Q2 2026, filed 13 Jul 2026.