Adapt Wealth Advisors’s Salesforce CRM Stock Holding History

Adapt Wealth 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 Q1	$328K	Buy	1,758 +435	+33%	+$90.1K	0.12%	78
2025 Q4	$350K	Buy	1,323 +97	+8%	+$24.1K	0.12%	77
2025 Q3	$291K	Sell	1,226 -22	-2%	-$5.55K	0.11%	83
2025 Q2	$340K	Buy	1,248 +10	+0.8%	+$2.67K	0.15%	50
2025 Q1	$332K	Sell	1,238 -5	-0.4%	-$1.55K	0.16%	46
2024 Q4	$416K	Sell	1,243 -20	-2%	-$6.38K	0.2%	53
2024 Q3	$346K	Hold	1,263	–	–	0.19%	49
2024 Q2	$325K	Buy	1,263 +325	+35%	+$87K	0.2%	50
2024 Q1	$283K	Buy	+938	New	+$271K	0.2%	42

Other funds holding CRM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Adapt Wealth Advisors's CRM Position: Q1 2026 in Review

Adapt Wealth Advisors increased its Salesforce (CRM) stake by 33% in Q1 2026, buying an estimated $90.1K and bringing the position to 1,758 shares worth $328K. The position accounts for 0.12% of the portfolio, ranked #78.

Adapt Wealth Advisors first reported a position in CRM in Q1 2024 and has held it in 9 quarters since. The position peaked at $416K in Q4 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Adapt Wealth Advisors held 1,758 shares of Salesforce worth $328K as of Q1 2026.
Adapt Wealth Advisors bought 435 Salesforce shares in Q1 2026, an estimated $90.1K.
Salesforce made up 0.12% of Adapt Wealth Advisors's portfolio in Q1 2026, its #78 holding.
Adapt Wealth Advisors first reported a position in Salesforce in Q1 2024 and has held it in 9 quarters since.
Adapt Wealth Advisors's Salesforce position peaked at $416K in Q4 2024.
2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Adapt Wealth Advisors's 13F filing for Q1 2026, filed 11 May 2026.