AssuredPartners Investment Advisors’s Salesforce CRM Stock Holding History

AssuredPartners Investment 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	$256K	Sell	1,382 -20	-1%	-$4.14K	0.03%	348
2025 Q4	$371K	Buy	+1,402	New	+$348K	0.06%	246
2025 Q3	–	Sell	-2,906	Closed	-$792K	–	270
2025 Q2	$792K	Buy	2,906 +575	+25%	+$154K	0.19%	98
2025 Q1	$625K	Buy	2,331 +63	+3%	+$19.6K	0.12%	172
2024 Q4	$758K	Buy	+2,268	New	+$724K	0.15%	145

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

AssuredPartners Investment Advisors's CRM Position: Q1 2026 in Review

AssuredPartners Investment Advisors reduced its Salesforce (CRM) stake by 1.4% in Q1 2026, selling an estimated $4.14K and leaving 1,382 shares worth $256K. The position accounts for 0.03% of the portfolio, ranked #348.

AssuredPartners Investment Advisors first reported a position in CRM in Q4 2024 and has held it in 5 quarters since. The position peaked at $792K in Q2 2025. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

AssuredPartners Investment Advisors held 1,382 shares of Salesforce worth $256K as of Q1 2026.
AssuredPartners Investment Advisors sold 20 Salesforce shares in Q1 2026, an estimated $4.14K.
Salesforce made up 0.03% of AssuredPartners Investment Advisors's portfolio in Q1 2026, its #348 holding.
AssuredPartners Investment Advisors first reported a position in Salesforce in Q4 2024 and has held it in 5 quarters since.
AssuredPartners Investment Advisors's Salesforce position peaked at $792K in Q2 2025.
2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.