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Abound Financial’s Salesforce CRM Stock Holding History

Abound Financial’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 		$27.1K Hold
145
– – 0.01% 151
2025
Q4 		$38.4K Buy
+145
New +$36K 0.01% 133
2025
Q2 		– Sell
-114
Closed -$30.6K – 105
2025
Q1 		$30.6K Buy
+114
New +$35.5K 0.02% 146

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

Abound Financial's CRM Position: Q1 2026 in Review

Abound Financial held its Salesforce (CRM) position steady in Q1 2026 at 145 shares worth $27.1K. The position accounts for 0.01% of the portfolio, ranked #151.

Abound Financial first reported a position in CRM in Q1 2025 and has held it in 3 quarters since. The position peaked at $38.4K in Q4 2025. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Abound Financial held 145 shares of Salesforce worth $27.1K as of Q1 2026.
  • Abound Financial left its Salesforce share count unchanged in Q1 2026.
  • Salesforce made up 0.01% of Abound Financial's portfolio in Q1 2026, its #151 holding.
  • Abound Financial first reported a position in Salesforce in Q1 2025 and has held it in 3 quarters since.
  • Abound Financial's Salesforce position peaked at $38.4K in Q4 2025.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Abound Financial's 13F filing for Q1 2026, filed 4 May 2026.