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Atlantic Private Wealth’s Salesforce CRM Stock Holding History

Atlantic Private Wealth’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
-100
Closed -$26.5K – 337
2025
Q4 		$26.5K Hold
100
– – 0.02% 154
2025
Q3 		$23.7K Hold
100
– – 0.02% 145
2025
Q2 		$27.3K Hold
100
– – 0.02% 136
2025
Q1 		$26.8K Sell
100
-2
-2% -$622 0.02% 142
2024
Q4 		$34.1K Buy
102
+2
+2% +$638 0.03% 109
2024
Q3 		$27.4K Buy
+100
New +$25.6K 0.02% 116

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

Atlantic Private Wealth's CRM Position: Q1 2026 in Review

Atlantic Private Wealth sold out of Salesforce (CRM) in Q1 2026, closing a stake of 100 shares — an estimated $26.5K sold.

Atlantic Private Wealth first reported a position in CRM in Q3 2024 and held it in 6 quarters. The position peaked at $34.1K in Q4 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Atlantic Private Wealth reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
  • Atlantic Private Wealth sold 100 Salesforce shares in Q1 2026, an estimated $26.5K.
  • Atlantic Private Wealth first reported a position in Salesforce in Q3 2024 and held it in 6 quarters.
  • Atlantic Private Wealth's Salesforce position peaked at $34.1K in Q4 2024.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Atlantic Private Wealth's 13F filing for Q1 2026, filed 8 May 2026.