CFM Wealth Partners
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CFM Wealth Partners’s Salesforce CRM Stock Holding History

CFM Wealth Partners’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 		$274K Buy
+1,192
New +$246K 0.03% 129
2026
Q2 		– Sell
-1,892
Closed -$353K – 152
2026
Q1 		$353K Sell
1,892
-30,067
-94% -$6.23M 0.05% 119
2025
Q4 		$8.47M Sell
31,959
-3,119
-9% -$775K 1.22% 23
2025
Q3 		$8.31M Sell
35,078
-8,103
-19% -$2.04M 1.21% 21
2025
Q2 		$11.8M Buy
43,181
+694
+2% +$186K 1.87% 14
2025
Q1 		$11.4M Buy
42,487
+681
+2% +$212K 2.01% 13
2024
Q4 		$14M Sell
41,806
-199
-0.5% -$63.5K 2.36% 7
2024
Q3 		$11.5M Sell
42,005
-538
-1% -$138K 2.01% 10
2024
Q2 		$10.9M Sell
42,543
-27
-0.1% -$7.22K 2.01% 8
2024
Q1 		$12.8M Buy
42,570
+1,004
+2% +$290K 2.57% 7
2023
Q4 		$10.9M Sell
41,566
-205
-0.5% -$46.4K 2.47% 7
2023
Q3 		$8.47M Sell
41,771
-54
-0.1% -$11.7K 2.22% 7
2023
Q2 		$8.84M Sell
41,825
-121
-0.3% -$24.7K 2.15% 7
2023
Q1 		$8.38M Sell
41,946
-613
-1% -$104K 2.26% 9
2022
Q4 		$5.64M Sell
42,559
-1,245
-3% -$182K 1.69% 11
2022
Q3 		$6.3M Sell
43,804
-606
-1% -$103K 2.01% 10
2022
Q2 		$7.33M Sell
44,410
-696
-2% -$123K 2.2% 10
2022
Q1 		$9.6M Sell
45,106
-77
-0.2% -$16.6K 2.29% 8
2021
Q4 		$11.5M Buy
45,183
+2,339
+5% +$657K 2.58% 6
2021
Q3 		$11.6M Buy
42,844
+811
+2% +$206K 2.92% 6
2021
Q2 		$10.3M Buy
42,033
+311
+0.7% +$71.7K 2.73% 10
2021
Q1 		$8.84M Buy
41,722
+967
+2% +$215K 2.67% 8
2020
Q4 		$9.07M Buy
40,755
+2,403
+6% +$584K 2.89% 7
2020
Q3 		$9.6M Buy
38,352
+2,126
+6% +$465K 3.52% 3
2020
Q2 		$6.79M Buy
36,226
+336
+0.9% +$56.6K 2.58% 9
2020
Q1 		$5.17M Buy
35,890
+1,673
+5% +$287K 2.4% 9
2019
Q4 		$6.25M Buy
+34,217
New +$5.36M 2.3% 9

Other funds holding CRM

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
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
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return

CFM Wealth Partners's CRM Position: Q3 2026 in Review

CFM Wealth Partners opened a new position in Salesforce (CRM) in Q3 2026: 1,192 shares worth $274K. The stake represents 0.03% of the portfolio and ranks #129 among its holdings. This is a return to the name: CFM Wealth Partners previously reported a position in CRM as recently as Q1 2026.

CFM Wealth Partners first reported a position in CRM in Q4 2019 and has held it in 27 quarters since. The position peaked at $14M in Q4 2024. 2,070 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

  • CFM Wealth Partners held 1,192 shares of Salesforce worth $274K as of Q3 2026.
  • Salesforce was a new CFM Wealth Partners position in Q3 2026.
  • Salesforce made up 0.03% of CFM Wealth Partners's portfolio in Q3 2026, its #129 holding.
  • CFM Wealth Partners first reported a position in Salesforce in Q4 2019 and has held it in 27 quarters since.
  • CFM Wealth Partners's Salesforce position peaked at $14M in Q4 2024.
  • 2,070 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on CFM Wealth Partners's 13F filing for Q3 2026, filed 5 Nov 2026.