Client 1st Advisory Group’s Salesforce CRM Stock Holding History

Client 1st Advisory Group’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	–	Sell	-1,159	Closed	-$307K	–	146
2025 Q4	$307K	Buy	1,159 +70	+6%	+$17.4K	0.1%	103
2025 Q3	$258K	Buy	+1,089	New	+$275K	0.09%	114
2025 Q1	–	Sell	-631	Closed	-$211K	–	133
2024 Q4	$211K	Buy	+631	New	+$201K	0.08%	124

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

Client 1st Advisory Group's CRM Position: Q1 2026 in Review

Client 1st Advisory Group sold out of Salesforce (CRM) in Q1 2026, closing a stake of 1,159 shares — an estimated $307K sold.

Client 1st Advisory Group first reported a position in CRM in Q4 2024 and held it in 3 quarters. The position peaked at $307K in Q4 2025. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Client 1st Advisory Group reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
Client 1st Advisory Group sold 1,159 Salesforce shares in Q1 2026, an estimated $307K.
Client 1st Advisory Group first reported a position in Salesforce in Q4 2024 and held it in 3 quarters.
Client 1st Advisory Group's Salesforce position peaked at $307K in Q4 2025.
2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Client 1st Advisory Group's 13F filing for Q1 2026, filed 15 Apr 2026.