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Balanced Wealth Group’s Salesforce CRM Stock Holding History

Balanced Wealth Group’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
-1,065
Closed -$251K – 74
2025
Q4 		$251K Buy
1,065
+2
+0.2% +$497 0.09% 69
2025
Q3 		$289K Sell
1,063
-2
-0.2% -$504 0.13% 58
2025
Q2 		$275K Buy
1,065
+3
+0.3% +$802 0.12% 62
2025
Q1 		$285K Hold
1,062
– – 0.14% 56
2024
Q4 		$363K Buy
1,062
+3
+0.3% +$957 0.16% 53
2024
Q3 		$290K Buy
1,059
+2
+0.2% +$512 0.13% 56
2024
Q2 		$271K Hold
1,057
– – 0.12% 57
2024
Q1 		$291K Buy
1,057
+201
+23% +$58K 0.13% 59
2023
Q4 		$225K Buy
+856
New +$194K 0.12% 59

Other funds holding CRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Balanced Wealth Group's CRM Position: Q1 2026 in Review

Balanced Wealth Group sold out of Salesforce (CRM) in Q1 2026, closing a stake of 1,065 shares — an estimated $251K sold.

Balanced Wealth Group first reported a position in CRM in Q4 2023 and held it in 9 quarters. The position peaked at $363K in Q4 2024. 2,690 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Balanced Wealth Group reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
  • Balanced Wealth Group sold 1,065 Salesforce shares in Q1 2026, an estimated $251K.
  • Balanced Wealth Group first reported a position in Salesforce in Q4 2023 and held it in 9 quarters.
  • Balanced Wealth Group's Salesforce position peaked at $363K in Q4 2024.
  • 2,690 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Balanced Wealth Group's 13F filing for Q1 2026, filed 23 Apr 2026.