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Compton Wealth Advisory Group’s Salesforce CRM Stock Holding History

Compton Wealth 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 		$1.77M Buy
9,487
+101
+1% +$20.9K 0.39% 47
2025
Q4 		$2.49M Sell
9,386
-306
-3% -$76K 0.54% 39
2025
Q3 		$2.3M Buy
9,692
+972
+11% +$245K 0.53% 35
2025
Q2 		$2.38M Buy
8,720
+431
+5% +$115K 0.6% 33
2025
Q1 		$2.22M Buy
8,289
+122
+1% +$37.9K 0.62% 34
2024
Q4 		$2.73M Buy
8,167
+475
+6% +$152K 0.7% 32
2024
Q3 		$2.11M Buy
7,692
+780
+11% +$200K 0.53% 40
2024
Q2 		$1.78M Buy
6,912
+162
+2% +$43.3K 0.47% 42
2024
Q1 		$2.03M Hold
6,750
– – 0.56% 41
2023
Q4 		$1.78M Buy
6,750
+1,002
+17% +$227K 0.56% 38
2023
Q3 		$1.17M Buy
5,748
+15
+0.3% +$3.24K 0.4% 48
2023
Q2 		$1.21M Buy
5,733
+20
+0.4% +$4.08K 0.4% 47
2023
Q1 		$1.14M Buy
5,713
+1,690
+42% +$285K 0.39% 51
2022
Q4 		$533K Sell
4,023
-3,399
-46% -$496K 0.21% 67
2022
Q3 		$1.07M Sell
7,422
-336
-4% -$57K 0.45% 48
2022
Q2 		$1.28M Sell
7,758
-120
-2% -$21.2K 0.55% 42
2022
Q1 		$1.67M Buy
7,878
+460
+6% +$99K 0.65% 36
2021
Q4 		$1.89M Buy
7,418
+695
+10% +$195K 0.81% 31
2021
Q3 		$1.82M Sell
6,723
-168
-2% -$42.7K 0.86% 30
2021
Q2 		$1.68M Buy
6,891
+430
+7% +$99.1K 0.79% 32
2021
Q1 		$1.37M Buy
6,461
+488
+8% +$109K 0.78% 35
2020
Q4 		$1.33M Sell
5,973
-942
-14% -$229K 0.83% 31
2020
Q3 		$1.74M Buy
6,915
+150
+2% +$32.8K 1.3% 22
2020
Q2 		$1.27M Sell
6,765
-690
-9% -$116K 1.35% 23
2020
Q1 		$1.07M Sell
7,455
-600
-7% -$103K 1.39% 25
2019
Q4 		$1.31M Sell
8,055
-32
-0.4% -$5.02K 1.16% 29
2019
Q3 		$1.2M Buy
8,087
+5,525
+216% +$840K 0.66% 30
2019
Q2 		$389K Hold
2,562
– – 0.2% 57
2019
Q1 		$406K Hold
2,562
– – 0.21% 54
2018
Q4 		$351K Buy
+2,562
New +$352K 0.18% 60

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

Compton Wealth Advisory Group's CRM Position: Q1 2026 in Review

Compton Wealth Advisory Group increased its Salesforce (CRM) stake by 1.1% in Q1 2026, buying an estimated $20.9K and bringing the position to 9,487 shares worth $1.77M. The position accounts for 0.39% of the portfolio, ranked #47.

Compton Wealth Advisory Group first reported a position in CRM in Q4 2018 and has held it in 30 quarters since. The position peaked at $2.73M in Q4 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Compton Wealth Advisory Group held 9,487 shares of Salesforce worth $1.77M as of Q1 2026.
  • Compton Wealth Advisory Group bought 101 Salesforce shares in Q1 2026, an estimated $20.9K.
  • Salesforce made up 0.39% of Compton Wealth Advisory Group's portfolio in Q1 2026, its #47 holding.
  • Compton Wealth Advisory Group first reported a position in Salesforce in Q4 2018 and has held it in 30 quarters since.
  • Compton Wealth Advisory Group's Salesforce position peaked at $2.73M in Q4 2024.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Compton Wealth Advisory Group's 13F filing for Q1 2026, filed 14 Apr 2026.