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Collier Financial’s Salesforce CRM Stock Holding History

Collier Financial’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 		$17.7K Buy
95
+1
+1% +$207 0.01% 111
2025
Q4 		$25.1K Sell
94
-1
-1% -$249 0.02% 99
2025
Q3 		$22.5K Buy
+95
New +$24K 0.02% 102
2025
Q1 		$25.4K Buy
95
+1
+1% +$311 0.02% 91
2024
Q4 		$31.6K Buy
+94
New +$30K 0.03% 79

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

Collier Financial's CRM Position: Q1 2026 in Review

Collier Financial increased its Salesforce (CRM) stake by 1.1% in Q1 2026, buying an estimated $207 and bringing the position to 95 shares worth $17.7K. The position accounts for 0.01% of the portfolio, ranked #111.

Collier Financial first reported a position in CRM in Q4 2024 and has held it in 5 quarters since. The position peaked at $31.6K in Q4 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Collier Financial held 95 shares of Salesforce worth $17.7K as of Q1 2026.
  • Collier Financial bought 1 Salesforce share in Q1 2026, an estimated $207.
  • Salesforce made up 0.01% of Collier Financial's portfolio in Q1 2026, its #111 holding.
  • Collier Financial first reported a position in Salesforce in Q4 2024 and has held it in 5 quarters since.
  • Collier Financial's Salesforce position peaked at $31.6K in Q4 2024.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Collier Financial's 13F filing for Q1 2026, filed 12 May 2026.