Blossom Wealth Management’s Salesforce CRM Stock Holding History

Blossom Wealth Management’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	-767	Closed	-$203K	–	76
2025 Q4	$203K	Buy	+767	New	+$191K	0.34%	73
2025 Q3	–	Sell	-815	Closed	-$222K	–	72
2025 Q2	$222K	Buy	815 +12	+1%	+$3.21K	0.39%	68
2025 Q1	$216K	Sell	803 -26	-3%	-$8.09K	0.43%	67
2024 Q4	$277K	Buy	829 +6	+0.7%	+$1.92K	0.53%	60
2024 Q3	$225K	Sell	823 -30	-4%	-$7.68K	0.45%	62
2024 Q2	$219K	Sell	853 -20	-2%	-$5.35K	0.48%	60
2024 Q1	$263K	Sell	873 -15	-2%	-$4.33K	0.63%	58
2023 Q4	$234K	Buy	+888	New	+$201K	0.63%	57

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

Blossom Wealth Management's CRM Position: Q1 2026 in Review

Blossom Wealth Management sold out of Salesforce (CRM) in Q1 2026, closing a stake of 767 shares — an estimated $203K sold.

Blossom Wealth Management first reported a position in CRM in Q4 2023 and held it in 8 quarters. The position peaked at $277K in Q4 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Blossom Wealth Management reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
Blossom Wealth Management sold 767 Salesforce shares in Q1 2026, an estimated $203K.
Blossom Wealth Management first reported a position in Salesforce in Q4 2023 and held it in 8 quarters.
Blossom Wealth Management's Salesforce position peaked at $277K in Q4 2024.
2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Blossom Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.