Centennial Wealth Advisory
CRM icon

Centennial Wealth Advisory’s Salesforce CRM Stock Holding History

Centennial Wealth 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
Q3 		$288K Buy
+1,252
New +$258K 0.06% 163
2026
Q2 		– Sell
-1,198
Closed -$224K – 185
2026
Q1 		$224K Buy
1,198
+205
+21% +$42.5K 0.05% 149
2025
Q4 		$263K Buy
993
+84
+9% +$20.9K 0.07% 144
2025
Q3 		$215K Buy
909
+57
+7% +$14.4K 0.06% 151
2025
Q2 		$233K Buy
+852
New +$228K 0.07% 140
2024
Q2 		– Sell
-668
Closed -$201K – 141
2024
Q1 		$201K Buy
+668
New +$193K 0.09% 134

Other funds holding CRM

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

Centennial Wealth Advisory's CRM Position: Q3 2026 in Review

Centennial Wealth Advisory opened a new position in Salesforce (CRM) in Q3 2026: 1,252 shares worth $288K. The stake represents 0.06% of the portfolio and ranks #163 among its holdings. This is a return to the name: Centennial Wealth Advisory previously reported a position in CRM as recently as Q1 2026.

Centennial Wealth Advisory first reported a position in CRM in Q1 2024 and has held it in 6 quarters since. 2,342 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

  • Centennial Wealth Advisory held 1,252 shares of Salesforce worth $288K as of Q3 2026.
  • Salesforce was a new Centennial Wealth Advisory position in Q3 2026.
  • Salesforce made up 0.06% of Centennial Wealth Advisory's portfolio in Q3 2026, its #163 holding.
  • Centennial Wealth Advisory first reported a position in Salesforce in Q1 2024 and has held it in 6 quarters since.
  • 2,342 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on Centennial Wealth Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.