4Wealth Advisors
CRM icon

4Wealth Advisors’s Salesforce CRM Stock Holding History

4Wealth 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
Q3 		– Sell
-2,852
Closed -$450K – 148
2026
Q2 		$450K Sell
2,852
-37
-1% -$6.51K 0.35% 83
2026
Q1 		$535K Buy
2,889
+805
+39% +$167K 0.46% 74
2025
Q4 		$552K Buy
2,084
+188
+10% +$46.7K 0.47% 73
2025
Q3 		$449K Buy
1,896
+387
+26% +$97.6K 0.4% 85
2025
Q2 		$411K Sell
1,509
-8
-0.5% -$2.14K 0.42% 83
2025
Q1 		$407K Buy
1,517
+161
+12% +$50.1K 0.44% 83
2024
Q4 		$453K Buy
+1,356
New +$433K 0.45% 76

Other funds holding CRM

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return

4Wealth Advisors's CRM Position: Q3 2026 in Review

4Wealth Advisors sold out of Salesforce (CRM) in Q3 2026, closing a stake of 2,852 shares — an estimated $450K sold.

4Wealth Advisors first reported a position in CRM in Q4 2024 and held it in 7 quarters. The position peaked at $552K in Q4 2025. 2,032 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

  • 4Wealth Advisors reported no remaining Salesforce position as of Q3 2026 after selling out during the quarter.
  • 4Wealth Advisors sold 2,852 Salesforce shares in Q3 2026, an estimated $450K.
  • 4Wealth Advisors first reported a position in Salesforce in Q4 2024 and held it in 7 quarters.
  • 4Wealth Advisors's Salesforce position peaked at $552K in Q4 2025.
  • 2,032 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on 4Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.