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WPG Advisers’s Salesforce CRM Stock Holding History

WPG Advisers’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 		$95.6K Buy
610
+367
+151% +$64.5K 0.06% 198
2026
Q1 		$45.4K Sell
243
-54
-18% -$11.2K 0.03% 299
2025
Q4 		$78.7K Sell
297
-66
-18% -$16.4K 0.06% 210
2025
Q3 		$86K Buy
363
+64
+21% +$16.1K 0.07% 187
2025
Q2 		$81.5K Sell
299
-185
-38% -$49.5K 0.07% 189
2025
Q1 		$130K Buy
484
+34
+8% +$10.6K 0.12% 127
2024
Q4 		$150K Buy
+450
New +$144K 0.14% 125

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 $3.38T AUM 44.17% 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

WPG Advisers's CRM Position: Q2 2026 in Review

WPG Advisers increased its Salesforce (CRM) stake by 151% in Q2 2026, buying an estimated $64.5K and bringing the position to 610 shares worth $95.6K. The position accounts for 0.06% of the portfolio, ranked #198.

WPG Advisers first reported a position in CRM in Q4 2024 and has held it in 7 quarters since. The position peaked at $150K in Q4 2024. 2,494 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • WPG Advisers held 610 shares of Salesforce worth $95.6K as of Q2 2026.
  • WPG Advisers bought 367 Salesforce shares in Q2 2026, an estimated $64.5K.
  • Salesforce made up 0.06% of WPG Advisers's portfolio in Q2 2026, its #198 holding.
  • WPG Advisers first reported a position in Salesforce in Q4 2024 and has held it in 7 quarters since.
  • WPG Advisers's Salesforce position peaked at $150K in Q4 2024.
  • 2,494 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on WPG Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.