Capstone Wealth Management Group (Oregon)’s Salesforce CRM Stock Holding History

Capstone Wealth Management Group (Oregon)’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	$398K	Sell	2,131 -66	-3%	-$13.7K	0.24%	79
2025 Q4	$582K	Buy	2,197 +203	+10%	+$50.4K	0.35%	60
2025 Q3	$473K	Buy	1,994 +536	+37%	+$135K	0.3%	65
2025 Q2	$398K	Buy	1,458 +62	+4%	+$16.6K	0.29%	64
2025 Q1	$375K	Sell	1,396 -124	-8%	-$38.6K	0.3%	62
2024 Q4	$508K	Buy	+1,520	New	+$485K	0.39%	58

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

Capstone Wealth Management Group (Oregon)'s CRM Position: Q1 2026 in Review

Capstone Wealth Management Group (Oregon) reduced its Salesforce (CRM) stake by 3% in Q1 2026, selling an estimated $13.7K and leaving 2,131 shares worth $398K. The position accounts for 0.24% of the portfolio, ranked #79.

Capstone Wealth Management Group (Oregon) first reported a position in CRM in Q4 2024 and has held it in 6 quarters since. The position peaked at $582K in Q4 2025. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Capstone Wealth Management Group (Oregon) held 2,131 shares of Salesforce worth $398K as of Q1 2026.
Capstone Wealth Management Group (Oregon) sold 66 Salesforce shares in Q1 2026, an estimated $13.7K.
Salesforce made up 0.24% of Capstone Wealth Management Group (Oregon)'s portfolio in Q1 2026, its #79 holding.
Capstone Wealth Management Group (Oregon) first reported a position in Salesforce in Q4 2024 and has held it in 6 quarters since.
Capstone Wealth Management Group (Oregon)'s Salesforce position peaked at $582K in Q4 2025.
2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Capstone Wealth Management Group (Oregon)'s 13F filing for Q1 2026, filed 16 Apr 2026.