Argonautica Private Wealth Management’s Salesforce CRM Stock Holding History

Argonautica Private Wealth Management’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	$337K	Buy	1,808 +60	+3%	+$12.4K	0.1%	155
2025 Q4	$463K	Sell	1,748 -45	-3%	-$11.2K	0.14%	135
2025 Q3	$425K	Buy	1,793 +3	+0.2%	+$757	0.12%	135
2025 Q2	$488K	Sell	1,790 -1	-0.1%	-$267	0.15%	118
2025 Q1	$481K	Sell	1,791 -14	-0.8%	-$4.35K	0.17%	112
2024 Q4	$603K	Sell	1,805 -5	-0.3%	-$1.6K	0.19%	98
2024 Q3	$495K	Buy	1,810 +28	+2%	+$7.17K	0.16%	116
2024 Q2	$458K	Buy	1,782 +9	+0.5%	+$2.41K	0.16%	121
2024 Q1	$534K	Buy	1,773 +9	+0.5%	+$2.6K	0.19%	103
2023 Q4	$464K	Hold	1,764	–	–	0.19%	101
2023 Q3	$358K	Buy	1,764 +242	+16%	+$52.3K	0.16%	124
2023 Q2	$322K	Sell	1,522 -14	-0.9%	-$2.86K	0.14%	131
2023 Q1	$307K	Hold	1,536	–	–	0.15%	110
2022 Q4	$204K	Buy	+1,536	New	+$224K	0.1%	154

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

Argonautica Private Wealth Management's CRM Position: Q1 2026 in Review

Argonautica Private Wealth Management increased its Salesforce (CRM) stake by 3.4% in Q1 2026, buying an estimated $12.4K and bringing the position to 1,808 shares worth $337K. The position accounts for 0.1% of the portfolio, ranked #155.

Argonautica Private Wealth Management first reported a position in CRM in Q4 2022 and has held it in 14 quarters since. The position peaked at $603K in Q4 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Argonautica Private Wealth Management held 1,808 shares of Salesforce worth $337K as of Q1 2026.
Argonautica Private Wealth Management bought 60 Salesforce shares in Q1 2026, an estimated $12.4K.
Salesforce made up 0.1% of Argonautica Private Wealth Management's portfolio in Q1 2026, its #155 holding.
Argonautica Private Wealth Management first reported a position in Salesforce in Q4 2022 and has held it in 14 quarters since.
Argonautica Private Wealth Management's Salesforce position peaked at $603K in Q4 2024.
2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Argonautica Private Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.