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WP Advisors’s Salesforce CRM Stock Holding History

WP Advisors’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 		$1.68M Buy
8,975
+451
+5% +$93.4K 0.43% 38
2025
Q4 		$2.26M Buy
8,524
+595
+8% +$148K 0.56% 30
2025
Q3 		$1.88M Buy
7,929
+434
+6% +$109K 0.48% 32
2025
Q2 		$2.04M Buy
7,495
+957
+15% +$256K 0.56% 31
2025
Q1 		$1.75M Sell
6,538
-31
-0.5% -$9.64K 0.58% 32
2024
Q4 		$2.2M Sell
6,569
-87
-1% -$27.8K 0.73% 30
2024
Q3 		$1.82M Sell
6,656
-829
-11% -$212K 0.67% 32
2024
Q2 		$1.92M Sell
7,485
-45
-0.6% -$12K 0.61% 35
2024
Q1 		$2.27M Sell
7,530
-115
-2% -$33.2K 0.74% 32
2023
Q4 		$2.01M Buy
7,645
+43
+0.6% +$9.73K 0.74% 31
2023
Q3 		$1.54M Sell
7,602
-23
-0.3% -$4.97K 0.64% 36
2023
Q2 		$1.61M Buy
7,625
+204
+3% +$41.6K 0.64% 35
2023
Q1 		$1.48M Buy
7,421
+57
+0.8% +$9.63K 0.61% 38
2022
Q4 		$976K Sell
7,364
-1,287
-15% -$188K 0.44% 47
2022
Q3 		$1.24M Buy
8,651
+2,220
+35% +$376K 0.56% 38
2022
Q2 		$1.06M Buy
6,431
+2,948
+85% +$521K 0.46% 46
2022
Q1 		$740K Buy
3,483
+426
+14% +$91.7K 0.3% 59
2021
Q4 		$777K Sell
3,057
-48
-2% -$13.5K 0.32% 58
2021
Q3 		$842K Sell
3,105
-45
-1% -$11.4K 0.35% 51
2021
Q2 		$769K Buy
3,150
+50
+2% +$11.5K 0.32% 49
2021
Q1 		$657K Buy
+3,100
New +$690K 0.28% 52
2018
Q3 		– Sell
-330
Closed -$45K – 273
2018
Q2 		$45K Buy
+330
New +$42.1K 0.04% 136

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

WP Advisors's CRM Position: Q1 2026 in Review

WP Advisors increased its Salesforce (CRM) stake by 5.3% in Q1 2026, buying an estimated $93.4K and bringing the position to 8,975 shares worth $1.68M. The position accounts for 0.43% of the portfolio, ranked #38.

WP Advisors first reported a position in CRM in Q2 2018 and has held it in 22 quarters since. The position peaked at $2.27M in Q1 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • WP Advisors held 8,975 shares of Salesforce worth $1.68M as of Q1 2026.
  • WP Advisors bought 451 Salesforce shares in Q1 2026, an estimated $93.4K.
  • Salesforce made up 0.43% of WP Advisors's portfolio in Q1 2026, its #38 holding.
  • WP Advisors first reported a position in Salesforce in Q2 2018 and has held it in 22 quarters since.
  • WP Advisors's Salesforce position peaked at $2.27M in Q1 2024.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on WP Advisors's 13F filing for Q1 2026, filed 4 May 2026.