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Balboa Wealth Partners’s Salesforce CRM Stock Holding History

Balboa Wealth Partners’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
-1,011
Closed -$268K – 461
2025
Q4 		$268K Sell
1,011
-32
-3% -$7.95K 0.04% 315
2025
Q3 		$247K Sell
1,043
-243
-19% -$61.3K 0.04% 312
2025
Q2 		$351K Sell
1,286
-199
-13% -$53.2K 0.07% 219
2025
Q1 		$399K Sell
1,485
-248
-14% -$77.1K 0.1% 153
2024
Q4 		$579K Buy
1,733
+410
+31% +$131K 0.13% 124
2024
Q3 		$362K Sell
1,323
-1,239
-48% -$317K 0.09% 172
2024
Q2 		$659K Buy
2,562
+1,044
+69% +$279K 0.17% 105
2024
Q1 		$457K Buy
1,518
+137
+10% +$39.5K 0.13% 126
2023
Q4 		$363K Buy
1,381
+174
+14% +$39.4K 0.12% 138
2023
Q3 		$245K Sell
1,207
-482
-29% -$104K 0.09% 186
2023
Q2 		$357K Buy
1,689
+594
+54% +$121K 0.12% 144
2023
Q1 		$219K Buy
+1,095
New +$185K 0.08% 209

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

Balboa Wealth Partners's CRM Position: Q1 2026 in Review

Balboa Wealth Partners sold out of Salesforce (CRM) in Q1 2026, closing a stake of 1,011 shares — an estimated $268K sold.

Balboa Wealth Partners first reported a position in CRM in Q1 2023 and held it in 12 quarters. The position peaked at $659K in Q2 2024. 2,694 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Balboa Wealth Partners reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
  • Balboa Wealth Partners sold 1,011 Salesforce shares in Q1 2026, an estimated $268K.
  • Balboa Wealth Partners first reported a position in Salesforce in Q1 2023 and held it in 12 quarters.
  • Balboa Wealth Partners's Salesforce position peaked at $659K in Q2 2024.
  • 2,694 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Balboa Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.