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Biltmore Family Office’s Salesforce CRM Stock Holding History

Biltmore Family Office’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
-763
Closed -$202K – 329
2025
Q4 		$202K Buy
+763
New +$190K 0.03% 231
2025
Q1 		– Sell
-674
Closed -$226K – 276
2024
Q4 		$226K Sell
674
-69
-9% -$22K 0.04% 192
2024
Q3 		$204K Buy
+743
New +$190K 0.03% 206

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

Biltmore Family Office's CRM Position: Q1 2026 in Review

Biltmore Family Office sold out of Salesforce (CRM) in Q1 2026, closing a stake of 763 shares — an estimated $202K sold.

Biltmore Family Office first reported a position in CRM in Q3 2024 and held it in 3 quarters. The position peaked at $226K in Q4 2024. 2,682 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Biltmore Family Office reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
  • Biltmore Family Office sold 763 Salesforce shares in Q1 2026, an estimated $202K.
  • Biltmore Family Office first reported a position in Salesforce in Q3 2024 and held it in 3 quarters.
  • Biltmore Family Office's Salesforce position peaked at $226K in Q4 2024.
  • 2,682 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Biltmore Family Office's 13F filing for Q1 2026, filed 11 May 2026.