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Blodgett Wealth Advisors’s Salesforce CRM Stock Holding History

Blodgett 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 		$548K Hold
2,938
– – 0.43% 34
2025
Q4 		$778K Sell
2,938
-275
-9% -$68.3K 0.54% 30
2025
Q3 		$761K Hold
3,213
– – 0.52% 30
2025
Q2 		$876K Buy
3,213
+200
+7% +$53.5K 0.69% 25
2025
Q1 		$808K Sell
3,013
-39
-1% -$12.1K 0.69% 29
2024
Q4 		$1.02M Buy
3,052
+425
+16% +$136K 0.8% 22
2024
Q3 		$719K Sell
2,627
-60
-2% -$15.4K 0.6% 27
2024
Q2 		$691K Sell
2,687
-205
-7% -$54.9K 0.59% 26
2024
Q1 		$871K Buy
2,892
+112
+4% +$32.3K 0.79% 24
2023
Q4 		$732K Hold
2,780
– – 0.75% 24
2023
Q3 		$564K Buy
2,780
+50
+2% +$10.8K 0.62% 30
2023
Q2 		$577K Sell
2,730
-390
-13% -$79.6K 0.6% 32
2023
Q1 		$623K Sell
3,120
-325
-9% -$54.9K 0.72% 31
2022
Q4 		$457K Sell
3,445
-100
-3% -$14.6K 0.56% 34
2022
Q3 		$510K Buy
3,545
+45
+1% +$7.63K 0.61% 35
2022
Q2 		$578K Sell
3,500
-2,425
-41% -$428K 0.63% 35
2022
Q1 		$1.26M Buy
5,925
+500
+9% +$108K 1.05% 25
2021
Q4 		$1.38M Buy
+5,425
New +$1.52M 1.07% 22

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

Blodgett Wealth Advisors's CRM Position: Q1 2026 in Review

Blodgett Wealth Advisors held its Salesforce (CRM) position steady in Q1 2026 at 2,938 shares worth $548K. The position accounts for 0.43% of the portfolio, ranked #34.

Blodgett Wealth Advisors first reported a position in CRM in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.38M in Q4 2021. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Blodgett Wealth Advisors held 2,938 shares of Salesforce worth $548K as of Q1 2026.
  • Blodgett Wealth Advisors left its Salesforce share count unchanged in Q1 2026.
  • Salesforce made up 0.43% of Blodgett Wealth Advisors's portfolio in Q1 2026, its #34 holding.
  • Blodgett Wealth Advisors first reported a position in Salesforce in Q4 2021 and has held it in 18 quarters since.
  • Blodgett Wealth Advisors's Salesforce position peaked at $1.38M in Q4 2021.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Blodgett Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.