Alpha Family Trust’s Salesforce CRM Stock Holding History

Alpha Family Trust’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	$548K	Hold	2,935	–	–	0.27%	64
2025 Q4	$778K	Hold	2,935	–	–	0.35%	50
2025 Q3	$696K	Hold	2,935	–	–	0.33%	56
2025 Q2	$800K	Hold	2,935	–	–	0.4%	47
2025 Q1	$788K	Hold	2,935	–	–	0.46%	49
2024 Q4	$981K	Hold	2,935	–	–	0.55%	28
2024 Q3	$803K	Hold	2,935	–	–	0.45%	39
2024 Q2	$755K	Hold	2,935	–	–	0.44%	39
2024 Q1	$884K	Hold	2,935	–	–	0.53%	34
2023 Q4	$772K	Hold	2,935	–	–	0.52%	33
2023 Q3	$595K	Hold	2,935	–	–	0.45%	45
2023 Q2	$620K	Hold	2,935	–	–	0.43%	41
2023 Q1	$586K	Hold	2,935	–	–	0.46%	42
2022 Q4	$389K	Buy	+2,935	New	+$428K	0.35%	55

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

Alpha Family Trust's CRM Position: Q1 2026 in Review

Alpha Family Trust held its Salesforce (CRM) position steady in Q1 2026 at 2,935 shares worth $548K. The position accounts for 0.27% of the portfolio, ranked #64.

Alpha Family Trust first reported a position in CRM in Q4 2022 and has held it in 14 quarters since. The position peaked at $981K in Q4 2024. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Alpha Family Trust held 2,935 shares of Salesforce worth $548K as of Q1 2026.
Alpha Family Trust left its Salesforce share count unchanged in Q1 2026.
Salesforce made up 0.27% of Alpha Family Trust's portfolio in Q1 2026, its #64 holding.
Alpha Family Trust first reported a position in Salesforce in Q4 2022 and has held it in 14 quarters since.
Alpha Family Trust's Salesforce position peaked at $981K in Q4 2024.
2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Alpha Family Trust's 13F filing for Q1 2026, filed 13 May 2026.