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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
Q2 		$3.08M Buy
19,650
+10,675
+119% +$1.88M 0.74% 26
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

WP Advisors's CRM Position: Q2 2026 in Review

WP Advisors increased its Salesforce (CRM) stake by 119% in Q2 2026, buying an estimated $1.88M and bringing the position to 19,650 shares worth $3.08M. The position accounts for 0.74% of the portfolio, ranked #26.

WP Advisors first reported a position in CRM in Q2 2018 and has held it in 23 quarters since. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • WP Advisors held 19,650 shares of Salesforce worth $3.08M as of Q2 2026.
  • WP Advisors bought 10,675 Salesforce shares in Q2 2026, an estimated $1.88M.
  • Salesforce made up 0.74% of WP Advisors's portfolio in Q2 2026, its #26 holding.
  • WP Advisors first reported a position in Salesforce in Q2 2018 and has held it in 23 quarters since.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on WP Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.