Benchmark Financial Wealth Advisors’s Salesforce CRM Stock Holding History

Benchmark Financial Wealth 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	–	Sell	-978	Closed	-$259K	–	135
2025 Q4	$259K	Sell	978 -31	-3%	-$7.7K	0.07%	101
2025 Q3	$239K	Buy	1,009 +20	+2%	+$5.04K	0.07%	103
2025 Q2	$270K	Buy	989 +42	+4%	+$11.2K	0.09%	92
2025 Q1	$254K	Buy	+947	New	+$295K	0.1%	88
2022 Q1	–	Sell	-902	Closed	-$229K	–	78
2021 Q4	$229K	Sell	902 -12	-1%	-$3.37K	0.1%	65
2021 Q3	$248K	Buy	+914	New	+$232K	0.12%	59
2021 Q1	–	Sell	-1,703	Closed	-$379K	–	64
2020 Q4	$379K	Buy	1,703 +317	+23%	+$77.1K	0.21%	40
2020 Q3	$348K	Buy	1,386 +241	+21%	+$52.8K	0.22%	40
2020 Q2	$214K	Buy	+1,145	New	+$193K	0.16%	49

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

Benchmark Financial Wealth Advisors's CRM Position: Q1 2026 in Review

Benchmark Financial Wealth Advisors sold out of Salesforce (CRM) in Q1 2026, closing a stake of 978 shares — an estimated $259K sold.

Benchmark Financial Wealth Advisors first reported a position in CRM in Q2 2020 and held it in 9 quarters. The position peaked at $379K in Q4 2020. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Benchmark Financial Wealth Advisors reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
Benchmark Financial Wealth Advisors sold 978 Salesforce shares in Q1 2026, an estimated $259K.
Benchmark Financial Wealth Advisors first reported a position in Salesforce in Q2 2020 and held it in 9 quarters.
Benchmark Financial Wealth Advisors's Salesforce position peaked at $379K in Q4 2020.
2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Benchmark Financial Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.