Carr Financial Group’s Salesforce CRM Stock Holding History

Carr Financial 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	$641K	Sell	3,435 -32	-0.9%	-$6.63K	0.17%	85
2025 Q4	$918K	Sell	3,467 -248	-7%	-$61.6K	0.24%	73
2025 Q3	$881K	Sell	3,715 -197	-5%	-$49.7K	0.24%	70
2025 Q2	$1.07M	Hold	3,912	–	–	0.31%	60
2025 Q1	$1.05M	Sell	3,912 -435	-10%	-$135K	0.34%	58
2024 Q4	$1.45M	Sell	4,347 -475	-10%	-$152K	0.45%	45
2024 Q3	$1.32M	Sell	4,822 -291	-6%	-$74.5K	0.39%	54
2024 Q2	$1.31M	Sell	5,113 -857	-14%	-$229K	0.42%	43
2024 Q1	$1.8M	Buy	5,970 +397	+7%	+$115K	0.6%	36
2023 Q4	$1.47M	Hold	5,573	–	–	0.54%	34
2023 Q3	$1.16M	Buy	5,573 +8	+0.1%	+$1.73K	0.46%	40
2023 Q2	$1.18M	Sell	5,565 -525	-9%	-$107K	0.47%	39
2023 Q1	$1.22M	Sell	6,090 -57	-0.9%	-$9.63K	0.54%	35
2022 Q4	$815K	Buy	+6,147	New	+$897K	0.43%	48

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

Carr Financial Group's CRM Position: Q1 2026 in Review

Carr Financial Group reduced its Salesforce (CRM) stake by 0.92% in Q1 2026, selling an estimated $6.63K and leaving 3,435 shares worth $641K. The position accounts for 0.17% of the portfolio, ranked #85.

Carr Financial Group first reported a position in CRM in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.8M in Q1 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Carr Financial Group held 3,435 shares of Salesforce worth $641K as of Q1 2026.
Carr Financial Group sold 32 Salesforce shares in Q1 2026, an estimated $6.63K.
Salesforce made up 0.17% of Carr Financial Group's portfolio in Q1 2026, its #85 holding.
Carr Financial Group first reported a position in Salesforce in Q4 2022 and has held it in 14 quarters since.
Carr Financial Group's Salesforce position peaked at $1.8M in Q1 2024.
2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Carr Financial Group's 13F filing for Q1 2026, filed 12 May 2026.