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Carbahal Olsen Financial Services Group’s Salesforce CRM Stock Holding History

Carbahal Olsen Financial Services 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 		– Sell
-930
Closed -$246K – 40
2025
Q4 		$246K Buy
930
+4
+0.4% +$994 0.19% 36
2025
Q3 		$219K Buy
926
+1
+0.1% +$252 0.18% 34
2025
Q2 		$252K Hold
925
– – 0.22% 32
2025
Q1 		$248K Buy
+925
New +$288K 0.24% 31

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

Carbahal Olsen Financial Services Group's CRM Position: Q1 2026 in Review

Carbahal Olsen Financial Services Group sold out of Salesforce (CRM) in Q1 2026, closing a stake of 930 shares — an estimated $246K sold.

Carbahal Olsen Financial Services Group first reported a position in CRM in Q1 2025 and held it in 4 quarters. The position peaked at $252K in Q2 2025. 2,681 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Carbahal Olsen Financial Services Group reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
  • Carbahal Olsen Financial Services Group sold 930 Salesforce shares in Q1 2026, an estimated $246K.
  • Carbahal Olsen Financial Services Group first reported a position in Salesforce in Q1 2025 and held it in 4 quarters.
  • Carbahal Olsen Financial Services Group's Salesforce position peaked at $252K in Q2 2025.
  • 2,681 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Carbahal Olsen Financial Services Group's 13F filing for Q1 2026, filed 11 May 2026.