CWI
CRM icon

Conscious Wealth Investments’s Salesforce CRM Stock Holding History

Conscious Wealth Investments’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 		$3.99M Buy
22,472
+2,438
+12% +$505K 2.22% 23
2025
Q4 		$3.81M Buy
20,034
+6,420
+47% +$1.6M 2.28% 22
2025
Q3 		$3.54M Buy
13,614
+1,271
+10% +$321K 2.1% 22
2025
Q2 		$3.3M Buy
12,343
+38
+0.3% +$10.2K 2.11% 25
2025
Q1 		$3.39M Buy
12,305
+2,197
+22% +$683K 2.35% 22
2024
Q4 		$3.28M Buy
10,108
+62
+0.6% +$19.8K 2.22% 22
2024
Q3 		$2.86M Buy
10,046
+54
+0.5% +$13.8K 1.97% 31
2024
Q2 		$2.56M Buy
9,992
+81
+0.8% +$21.7K 1.84% 31
2024
Q1 		$2.75M Buy
9,911
+15
+0.2% +$4.33K 2.09% 23
2023
Q4 		$2.76M Buy
+9,896
New +$2.24M 2.2% 16

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

Conscious Wealth Investments's CRM Position: Q1 2026 in Review

Conscious Wealth Investments increased its Salesforce (CRM) stake by 12% in Q1 2026, buying an estimated $505K and bringing the position to 22,472 shares worth $3.99M. The position accounts for 2.22% of the portfolio, ranked #23.

Conscious Wealth Investments first reported a position in CRM in Q4 2023 and has held it in 10 quarters since. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Conscious Wealth Investments held 22,472 shares of Salesforce worth $3.99M as of Q1 2026.
  • Conscious Wealth Investments bought 2,438 Salesforce shares in Q1 2026, an estimated $505K.
  • Salesforce made up 2.22% of Conscious Wealth Investments's portfolio in Q1 2026, its #23 holding.
  • Conscious Wealth Investments first reported a position in Salesforce in Q4 2023 and has held it in 10 quarters since.
  • 2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Conscious Wealth Investments's 13F filing for Q1 2026, filed 23 Apr 2026.