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Boomfish Wealth Group’s Salesforce CRM Stock Holding History

Boomfish Wealth Group’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 		$2.11M Buy
11,329
+230
+2% +$47.7K 1.13% 39
2025
Q4 		$2.94M Sell
11,099
-35
-0.3% -$8.7K 1.57% 23
2025
Q3 		$2.64M Buy
11,134
+1,739
+19% +$439K 1.42% 31
2025
Q2 		$2.56M Buy
9,395
+588
+7% +$157K 1.48% 27
2025
Q1 		$2.36M Sell
8,807
-84
-0.9% -$26.1K 1.53% 26
2024
Q4 		$2.97M Sell
8,891
-421
-5% -$134K 1.8% 12
2024
Q3 		$2.55M Buy
9,312
+38
+0.4% +$9.73K 1.56% 21
2024
Q2 		$2.38M Buy
9,274
+711
+8% +$190K 1.54% 24
2024
Q1 		$2.58M Sell
8,563
-796
-9% -$230K 1.74% 17
2023
Q4 		$2.46M Buy
+9,359
New +$2.12M 1.78% 18

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

Boomfish Wealth Group's CRM Position: Q1 2026 in Review

Boomfish Wealth Group increased its Salesforce (CRM) stake by 2.1% in Q1 2026, buying an estimated $47.7K and bringing the position to 11,329 shares worth $2.11M. The position accounts for 1.13% of the portfolio, ranked #39.

Boomfish Wealth Group first reported a position in CRM in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.97M in Q4 2024. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Boomfish Wealth Group held 11,329 shares of Salesforce worth $2.11M as of Q1 2026.
  • Boomfish Wealth Group bought 230 Salesforce shares in Q1 2026, an estimated $47.7K.
  • Salesforce made up 1.13% of Boomfish Wealth Group's portfolio in Q1 2026, its #39 holding.
  • Boomfish Wealth Group first reported a position in Salesforce in Q4 2023 and has held it in 10 quarters since.
  • Boomfish Wealth Group's Salesforce position peaked at $2.97M in Q4 2024.
  • 2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Boomfish Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.