Archvest Wealth Advisors’s Salesforce CRM Stock Holding History

Archvest 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	–	Sell	-842	Closed	-$223K	–	77
2025 Q4	$223K	Sell	842 -50	-6%	-$12.4K	0.14%	59
2025 Q3	$211K	Buy	892 +57	+7%	+$14.4K	0.19%	61
2025 Q2	$228K	Hold	835	–	–	0.2%	56
2025 Q1	$224K	Sell	835 -1	-0.1%	-$311	0.19%	59
2024 Q4	$280K	Hold	836	–	–	0.2%	49
2024 Q3	$229K	Hold	836	–	–	0.15%	58
2024 Q2	$214K	Hold	836	–	–	0.14%	58
2024 Q1	$253K	Hold	836	–	–	0.18%	54
2023 Q4	$220K	Buy	+836	New	+$189K	0.17%	52
2022 Q1	–	Sell	-835	Closed	-$212K	–	42
2021 Q4	$212K	Buy	+835	New	+$235K	0.18%	43

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

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

Archvest Wealth Advisors sold out of Salesforce (CRM) in Q1 2026, closing a stake of 842 shares — an estimated $223K sold.

Archvest Wealth Advisors first reported a position in CRM in Q4 2021 and held it in 10 quarters. The position peaked at $280K in Q4 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Archvest Wealth Advisors reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
Archvest Wealth Advisors sold 842 Salesforce shares in Q1 2026, an estimated $223K.
Archvest Wealth Advisors first reported a position in Salesforce in Q4 2021 and held it in 10 quarters.
Archvest Wealth Advisors's Salesforce position peaked at $280K in Q4 2024.
2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

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