Castle Wealth Management’s Salesforce CRM Stock Holding History

Castle 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	$1.15M	Buy	6,170 +11	+0.2%	+$2.28K	0.37%	59
2025 Q4	$1.63M	Sell	6,159 -356	-5%	-$88.5K	0.54%	46
2025 Q3	$1.55M	Buy	6,515 +292	+5%	+$73.6K	0.52%	47
2025 Q2	$1.7M	Buy	6,223 +449	+8%	+$120K	0.62%	45
2025 Q1	$1.55M	Buy	5,774 +190	+3%	+$59.1K	0.61%	42
2024 Q4	$1.87M	Sell	5,584 -319	-5%	-$102K	0.74%	40
2024 Q3	$1.62M	Buy	5,903 +923	+19%	+$236K	0.65%	41
2024 Q2	$1.28M	Buy	+4,980	New	+$1.33M	0.61%	43
2022 Q4	–	Sell	-1,141	Closed	-$164K	–	210
2022 Q3	$164K	Sell	1,141 -1	-0.1%	-$170	0.1%	115
2022 Q2	$188K	Buy	+1,142	New	+$202K	0.11%	109

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

Castle Wealth Management's CRM Position: Q1 2026 in Review

Castle Wealth Management increased its Salesforce (CRM) stake by 0.18% in Q1 2026, buying an estimated $2.28K and bringing the position to 6,170 shares worth $1.15M. The position accounts for 0.37% of the portfolio, ranked #59.

Castle Wealth Management first reported a position in CRM in Q2 2022 and has held it in 10 quarters since. The position peaked at $1.87M in Q4 2024. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Castle Wealth Management held 6,170 shares of Salesforce worth $1.15M as of Q1 2026.
Castle Wealth Management bought 11 Salesforce shares in Q1 2026, an estimated $2.28K.
Salesforce made up 0.37% of Castle Wealth Management's portfolio in Q1 2026, its #59 holding.
Castle Wealth Management first reported a position in Salesforce in Q2 2022 and has held it in 10 quarters since.
Castle Wealth Management's Salesforce position peaked at $1.87M in Q4 2024.
2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Castle Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.