Cassaday & Co Wealth Management’s Salesforce CRM Stock Holding History

Cassaday & Co Wealth Management’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	$217K	Sell	1,162 -693	-37%	-$144K	﹤0.01%	329
2025 Q4	$492K	Buy	1,855 +476	+35%	+$118K	0.01%	222
2025 Q3	$327K	Buy	1,379 +28	+2%	+$7.06K	0.01%	267
2025 Q2	$368K	Buy	1,351 +165	+14%	+$44.1K	0.01%	237
2025 Q1	$318K	Sell	1,186 -18	-1%	-$5.6K	0.01%	245
2024 Q4	$403K	Buy	1,204 +426	+55%	+$136K	0.01%	213
2024 Q3	$213K	Buy	+778	New	+$199K	0.01%	293
2024 Q2	–	Sell	-753	Closed	-$227K	–	294
2024 Q1	$227K	Buy	+753	New	+$217K	0.01%	265

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

Cassaday & Co Wealth Management's CRM Position: Q1 2026 in Review

Cassaday & Co Wealth Management reduced its Salesforce (CRM) stake by 37% in Q1 2026, selling an estimated $144K and leaving 1,162 shares worth $217K. The position accounts for ﹤0.01% of the portfolio, ranked #329.

Cassaday & Co Wealth Management first reported a position in CRM in Q1 2024 and has held it in 8 quarters since. The position peaked at $492K in Q4 2025. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Cassaday & Co Wealth Management held 1,162 shares of Salesforce worth $217K as of Q1 2026.
Cassaday & Co Wealth Management sold 693 Salesforce shares in Q1 2026, an estimated $144K.
Salesforce made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #329 holding.
Cassaday & Co Wealth Management first reported a position in Salesforce in Q1 2024 and has held it in 8 quarters since.
Cassaday & Co Wealth Management's Salesforce position peaked at $492K in Q4 2025.
2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.