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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
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 $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

WPG Advisers's CRM Position: Q1 2026 in Review

WPG Advisers reduced its Salesforce (CRM) stake by 18% in Q1 2026, selling an estimated $11.2K and leaving 243 shares worth $45.4K. The position accounts for 0.03% of the portfolio, ranked #299.

WPG Advisers first reported a position in CRM in Q4 2024 and has held it in 6 quarters since. The position peaked at $150K in Q4 2024. 2,673 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • WPG Advisers held 243 shares of Salesforce worth $45.4K as of Q1 2026.
  • WPG Advisers sold 54 Salesforce shares in Q1 2026, an estimated $11.2K.
  • Salesforce made up 0.03% of WPG Advisers's portfolio in Q1 2026, its #299 holding.
  • WPG Advisers first reported a position in Salesforce in Q4 2024 and has held it in 6 quarters since.
  • WPG Advisers's Salesforce position peaked at $150K in Q4 2024.
  • 2,673 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on WPG Advisers's 13F filing for Q1 2026, filed 30 Apr 2026.