CQWA
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Chokshi & Queen Wealth Advisors’s Salesforce CRM Stock Holding History

Chokshi & Queen Wealth Advisors’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 		$280K Hold
1,500
– – 0.15% 48
2025
Q4 		$397K Buy
+1,500
New +$373K 0.21% 38
2025
Q3 		– Sell
-1,000
Closed -$273K – 63
2025
Q2 		$273K Buy
+1,000
New +$267K 0.16% 44

Other funds holding CRM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
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
Capital World Investors Los Angeles, California $733B AUM 35.63% 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 $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Chokshi & Queen Wealth Advisors's CRM Position: Q1 2026 in Review

Chokshi & Queen Wealth Advisors held its Salesforce (CRM) position steady in Q1 2026 at 1,500 shares worth $280K. The position accounts for 0.15% of the portfolio, ranked #48.

Chokshi & Queen Wealth Advisors first reported a position in CRM in Q2 2025 and has held it in 3 quarters since. The position peaked at $397K in Q4 2025. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Chokshi & Queen Wealth Advisors held 1,500 shares of Salesforce worth $280K as of Q1 2026.
  • Chokshi & Queen Wealth Advisors left its Salesforce share count unchanged in Q1 2026.
  • Salesforce made up 0.15% of Chokshi & Queen Wealth Advisors's portfolio in Q1 2026, its #48 holding.
  • Chokshi & Queen Wealth Advisors first reported a position in Salesforce in Q2 2025 and has held it in 3 quarters since.
  • Chokshi & Queen Wealth Advisors's Salesforce position peaked at $397K in Q4 2025.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Chokshi & Queen Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.