Back to CRM
WestEnd Advisors, LLC CRM Position History
Salesforce, Inc. • Technology
Quarters held
4
Latest value
$51.8M
Q3 2026
Peak value
$51.8M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $38.4M |
| Q1 2026 | $39.3M |
| Q2 2026 | $26.9M |
| Q3 2026 | $51.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $51.8M | 225.5K | — | — |
| Q2 2026 | $26.9M | 171.5K | — | — |
| Q1 2026 | $39.3M | 210.8K | — | — |
| Q4 2025 | $38.4M | 144.8K | — | — |
Other funds holding CRM
Other WestEnd Advisors, LLC positions
STT-PG
$655.2MSELECT SECTOR SPDR TR SBI INT-
STT-PG
$640.2MSELECT SECTOR SPDR TR SBI INT-
STT-PG
$464.4MSELECT SECTOR SPDR TR SBI INT-
STT-PG
$457.1MSELECT SECTOR SPDR TR SBI INT-
STT-PG
$435.9MSELECT SECTOR SPDR TR SBI INT-
STT-PG
$428.4MSELECT SECTOR SPDR TR SBI INT-
STT-PG
$383.3MSELECT SECTOR SPDR TR SBI INT-
ETHA
$364MISHARES TR CORE MSCI EURO