CWM
CRM icon

Collaborative Wealth Management’s Salesforce CRM Stock Holding History

Collaborative 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 		– Sell
-831
Closed -$220K – 177
2025
Q4 		$220K Buy
+831
New +$207K 0.08% 214

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

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

Collaborative Wealth Management sold out of Salesforce (CRM) in Q1 2026, closing a stake of 831 shares — an estimated $220K sold.

Collaborative Wealth Management first reported a position in CRM in Q4 2025 and held it in 1 quarter. The position peaked at $220K in Q4 2025. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Collaborative Wealth Management reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
  • Collaborative Wealth Management sold 831 Salesforce shares in Q1 2026, an estimated $220K.
  • Collaborative Wealth Management first reported a position in Salesforce in Q4 2025 and held it in 1 quarter.
  • Collaborative Wealth Management's Salesforce position peaked at $220K in Q4 2025.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Collaborative Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.