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Collective Family Office’s Salesforce CRM Stock Holding History

Collective Family Office’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
-1,052
Closed -$279K – 158
2025
Q4 		$279K Buy
1,052
+49
+5% +$12.2K 0.06% 141
2025
Q3 		$238K Sell
1,003
-41
-4% -$10.3K 0.06% 151
2025
Q2 		$285K Buy
1,044
+66
+7% +$17.6K 0.07% 138
2025
Q1 		$262K Sell
978
-80
-8% -$24.9K 0.07% 144
2024
Q4 		$354K Sell
1,058
-19
-2% -$6.06K 0.1% 129
2024
Q3 		$295K Sell
1,077
-36
-3% -$9.22K 0.08% 149
2024
Q2 		$286K Sell
1,113
-102
-8% -$27.3K 0.08% 148
2024
Q1 		$366K Sell
1,215
-46
-4% -$13.3K 0.12% 132
2023
Q4 		$332K Buy
1,261
+7
+0.6% +$1.58K 0.12% 124
2023
Q3 		$254K Sell
1,254
-833
-40% -$180K 0.1% 147
2023
Q2 		$441K Sell
2,087
-14
-0.7% -$2.86K 0.17% 114
2023
Q1 		$420K Sell
2,101
-23
-1% -$3.88K 0.17% 110
2022
Q4 		$282K Sell
2,124
-11
-0.5% -$1.6K 0.13% 136
2022
Q3 		$307K Buy
+2,135
New +$362K 0.15% 130
2022
Q1 		– Sell
-908
Closed -$231K – 190
2021
Q4 		$231K Buy
+908
New +$255K 0.09% 171
2021
Q1 		– Sell
-1,306
Closed -$291K – 169
2020
Q4 		$291K Buy
+1,306
New +$318K 0.16% 132

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

Collective Family Office's CRM Position: Q1 2026 in Review

Collective Family Office sold out of Salesforce (CRM) in Q1 2026, closing a stake of 1,052 shares — an estimated $279K sold.

Collective Family Office first reported a position in CRM in Q4 2020 and held it in 16 quarters. The position peaked at $441K in Q2 2023. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Collective Family Office reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
  • Collective Family Office sold 1,052 Salesforce shares in Q1 2026, an estimated $279K.
  • Collective Family Office first reported a position in Salesforce in Q4 2020 and held it in 16 quarters.
  • Collective Family Office's Salesforce position peaked at $441K in Q2 2023.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Collective Family Office's 13F filing for Q1 2026, filed 2 Apr 2026.