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Capital Advisors Wealth Management’s Salesforce CRM Stock Holding History

Capital Advisors 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
-925
Closed -$245K – 222
2025
Q4 		$245K Buy
925
+51
+6% +$12.7K 0.03% 196
2025
Q3 		$207K Sell
874
-1,825
-68% -$460K 0.03% 208
2025
Q2 		$736K Sell
2,699
-1,768
-40% -$473K 0.12% 95
2025
Q1 		$1.2M Sell
4,467
-970
-18% -$302K 0.21% 62
2024
Q4 		$1.82M Buy
5,437
+17
+0.3% +$5.42K 0.32% 49
2024
Q3 		$1.48M Sell
5,420
-360
-6% -$92.2K 0.27% 51
2024
Q2 		$1.49M Buy
5,780
+2,127
+58% +$569K 0.29% 48
2024
Q1 		$1.1M Buy
3,653
+469
+15% +$135K 0.23% 53
2023
Q4 		$838K Buy
+3,184
New +$721K 0.19% 63
2022
Q1 		– Sell
-1,235
Closed -$314K – 126
2021
Q4 		$314K Buy
+1,235
New +$347K 0.1% 91

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

Capital Advisors Wealth Management's CRM Position: Q1 2026 in Review

Capital Advisors Wealth Management sold out of Salesforce (CRM) in Q1 2026, closing a stake of 925 shares — an estimated $245K sold.

Capital Advisors Wealth Management first reported a position in CRM in Q4 2021 and held it in 10 quarters. The position peaked at $1.82M in Q4 2024. 2,682 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Capital Advisors Wealth Management reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
  • Capital Advisors Wealth Management sold 925 Salesforce shares in Q1 2026, an estimated $245K.
  • Capital Advisors Wealth Management first reported a position in Salesforce in Q4 2021 and held it in 10 quarters.
  • Capital Advisors Wealth Management's Salesforce position peaked at $1.82M in Q4 2024.
  • 2,682 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.