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Allworth Financial’s Salesforce CRM Stock Holding History

Allworth 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 		– Hold
0
– -$26.5K – 5224
2025
Q4 		– Hold
0
– – – 2620
2025
Q3 		– Hold
0
– – – 2595

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

Allworth Financial's CRM Position: Q1 2026 in Review

Allworth Financial increased its Salesforce (CRM) stake by 16% in Q1 2026, buying an estimated $1.45M and bringing the position to 51,682 shares worth $9.65M. The position accounts for 0.04% of the portfolio, ranked #253.

Allworth Financial first reported a position in CRM in Q1 2015 and has held it in 45 quarters since. The position peaked at $14.4M in Q2 2025. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Allworth Financial held 51,682 shares of Salesforce worth $9.65M as of Q1 2026.
  • Allworth Financial bought 6,981 Salesforce shares in Q1 2026, an estimated $1.45M.
  • Salesforce made up 0.04% of Allworth Financial's portfolio in Q1 2026, its #253 holding.
  • Allworth Financial first reported a position in Salesforce in Q1 2015 and has held it in 45 quarters since.
  • Allworth Financial's Salesforce position peaked at $14.4M in Q2 2025.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.