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Carson Advisory’s Salesforce CRM Stock Holding History

Carson Advisory’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 		$582K Buy
3,118
+286
+10% +$59.3K 0.3% 80
2025
Q4 		$750K Buy
2,832
+276
+11% +$68.6K 0.39% 61
2025
Q3 		$606K Buy
2,556
+387
+18% +$97.6K 0.33% 71
2025
Q2 		$591K Buy
2,169
+22
+1% +$5.88K 0.38% 68
2025
Q1 		$576K Buy
2,147
+121
+6% +$37.6K 0.39% 68
2024
Q4 		$677K Buy
2,026
+70
+4% +$22.3K 0.47% 61
2024
Q3 		$535K Buy
1,956
+18
+0.9% +$4.61K 0.34% 79
2024
Q2 		$498K Buy
1,938
+936
+93% +$250K 0.35% 79
2024
Q1 		$302K Buy
1,002
+10
+1% +$2.88K 0.21% 118
2023
Q4 		$261K Sell
992
-111
-10% -$25.1K 0.2% 124
2023
Q3 		$224K Buy
1,103
+21
+2% +$4.54K 0.2% 135
2023
Q2 		$229K Buy
+1,082
New +$221K 0.19% 133

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

Carson Advisory's CRM Position: Q1 2026 in Review

Carson Advisory increased its Salesforce (CRM) stake by 10% in Q1 2026, buying an estimated $59.3K and bringing the position to 3,118 shares worth $582K. The position accounts for 0.3% of the portfolio, ranked #80.

Carson Advisory first reported a position in CRM in Q2 2023 and has held it in 12 quarters since. The position peaked at $750K in Q4 2025. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Carson Advisory held 3,118 shares of Salesforce worth $582K as of Q1 2026.
  • Carson Advisory bought 286 Salesforce shares in Q1 2026, an estimated $59.3K.
  • Salesforce made up 0.3% of Carson Advisory's portfolio in Q1 2026, its #80 holding.
  • Carson Advisory first reported a position in Salesforce in Q2 2023 and has held it in 12 quarters since.
  • Carson Advisory's Salesforce position peaked at $750K in Q4 2025.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Carson Advisory's 13F filing for Q1 2026, filed 7 May 2026.