Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Salesforce CRM Stock Holding History

Carson Wealth (CWM LLC)’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 		$25.7M Sell
137,932
-640
-0.5% -$133K 0.07% 266
2025
Q4 		$36.7M Buy
138,572
+26,123
+23% +$6.49M 0.1% 185
2025
Q3 		$26.6M Buy
112,449
+11,710
+12% +$2.95M 0.08% 210
2025
Q2 		$27.5M Buy
100,739
+9,338
+10% +$2.5M 0.1% 179
2025
Q1 		$24.5M Buy
91,401
+11,493
+14% +$3.57M 0.1% 191
2024
Q4 		$26.7M Buy
79,908
+2,768
+4% +$883K 0.11% 164
2024
Q3 		$21.1M Buy
77,140
+4,744
+7% +$1.22M 0.09% 201
2024
Q2 		$18.6M Buy
72,396
+10,317
+17% +$2.76M 0.09% 211
2024
Q1 		$18.7M Buy
62,079
+11,560
+23% +$3.34M 0.09% 205
2023
Q4 		$13.3M Buy
50,519
+8,535
+20% +$1.93M 0.07% 236
2023
Q3 		$8.51M Sell
41,984
-66,549
-61% -$14.4M 0.05% 261
2023
Q2 		$22.9M Buy
108,533
+2,187
+2% +$446K 0.14% 140
2023
Q1 		$21.2M Buy
106,346
+9,578
+10% +$1.62M 0.14% 141
2022
Q4 		$12.8M Sell
96,768
-15,133
-14% -$2.21M 0.09% 175
2022
Q3 		$16.1M Sell
111,901
-3,474
-3% -$589K 0.13% 147
2022
Q2 		$19M Sell
115,375
-5,098
-4% -$901K 0.15% 133
2022
Q1 		$25.6M Buy
120,473
+11,222
+10% +$2.42M 0.18% 111
2021
Q4 		$27.8M Buy
+109,251
New +$30.7M 0.2% 107
2021
Q2 		$23.7M Hold
97,048
– – 0.19% 110
2021
Q1 		$23.7M Hold
97,048
– – 0.19% 110
2020
Q4 		$23.7M Hold
97,048
– – 0.19% 110
2020
Q3 		$23.7M Hold
97,048
– – 0.19% 110
2020
Q2 		$23.7M Hold
97,048
– – 0.19% 110
2020
Q1 		$23.7M Hold
97,048
– – 0.19% 110
2019
Q4 		$23.7M Hold
97,048
– – 0.19% 110
2019
Q3 		$23.7M Hold
97,048
– – 0.19% 110
2019
Q2 		$23.7M Hold
97,048
– – 0.19% 110
2019
Q1 		$23.7M Buy
97,048
+95,641
+6,798% +$14.8M 0.19% 110
2018
Q4 		$193K Buy
1,407
+233
+20% +$32K ﹤0.01% 604
2018
Q3 		$187K Sell
1,174
-144
-11% -$21.4K ﹤0.01% 525
2018
Q2 		$180K Buy
1,318
+645
+96% +$82.3K 0.01% 436
2018
Q1 		$78K Buy
673
+40
+6% +$4.59K ﹤0.01% 482
2017
Q4 		$65K Buy
633
+16
+3% +$1.63K ﹤0.01% 485
2017
Q3 		$58K Buy
617
+348
+129% +$32K ﹤0.01% 490
2017
Q2 		$23K Buy
269
+20
+8% +$1.74K ﹤0.01% 613
2017
Q1 		$21K Sell
249
-401
-62% -$32K ﹤0.01% 589
2016
Q4 		$44K Sell
650
-140
-18% -$10.2K ﹤0.01% 463
2016
Q3 		$56K Buy
+790
New +$61.6K ﹤0.01% 405
2014
Q1 		– Sell
-277
Closed -$15K – 226
2013
Q4 		$15K Buy
277
+10
+4% +$535 ﹤0.01% 400
2013
Q3 		$14K Buy
+267
New +$12.1K ﹤0.01% 298

Other funds holding CRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
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
VPM
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 $75B AUM 11.27% 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

Carson Wealth (CWM LLC)'s CRM Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Salesforce (CRM) stake by 0.46% in Q1 2026, selling an estimated $133K and leaving 137,932 shares worth $25.7M. The position accounts for 0.07% of the portfolio, ranked #266.

Carson Wealth (CWM LLC) first reported a position in CRM in Q3 2013 and has held it in 40 quarters since. The position peaked at $36.7M in Q4 2025. 2,681 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Carson Wealth (CWM LLC) held 137,932 shares of Salesforce worth $25.7M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 640 Salesforce shares in Q1 2026, an estimated $133K.
  • Salesforce made up 0.07% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #266 holding.
  • Carson Wealth (CWM LLC) first reported a position in Salesforce in Q3 2013 and has held it in 40 quarters since.
  • Carson Wealth (CWM LLC)'s Salesforce position peaked at $36.7M in Q4 2025.
  • 2,681 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.