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Consilium Wealth Advisory’s Salesforce CRM Stock Holding History

Consilium Wealth Advisory’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 		$1.01M Buy
+5,386
New +$1.12M 0.34% 45
2025
Q3 		– Sell
-3,675
Closed -$1M – 97
2025
Q2 		$1M Sell
3,675
-84
-2% -$22.5K 0.42% 40
2025
Q1 		$1.01M Buy
3,759
+90
+2% +$28K 0.51% 40
2024
Q4 		$1.23M Sell
3,669
-24
-0.6% -$7.66K 0.59% 37
2024
Q3 		$1.01M Buy
3,693
+733
+25% +$188K 0.55% 36
2024
Q2 		$761K Sell
2,960
-1,249
-30% -$334K 0.42% 44
2024
Q1 		$1.27M Buy
4,209
+231
+6% +$66.7K 0.71% 31
2023
Q4 		$1.05M Buy
3,978
+295
+8% +$66.8K 0.63% 28
2023
Q3 		$747K Buy
3,683
+314
+9% +$67.8K 0.52% 36
2023
Q2 		$712K Buy
3,369
+616
+22% +$126K 0.49% 39
2023
Q1 		$550K Sell
2,753
-67
-2% -$11.3K 0.47% 43
2022
Q4 		$374K Sell
2,820
-1,280
-31% -$187K 0.32% 59
2022
Q3 		$590K Buy
4,100
+803
+24% +$136K 0.66% 36
2022
Q2 		$544K Sell
3,297
-423
-11% -$74.7K 0.59% 46
2022
Q1 		$790K Sell
3,720
-775
-17% -$167K 0.57% 41
2021
Q4 		$1.14M Buy
+4,495
New +$1.26M 0.74% 29

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

Consilium Wealth Advisory's CRM Position: Q1 2026 in Review

Consilium Wealth Advisory opened a new position in Salesforce (CRM) in Q1 2026: 5,386 shares worth $1.01M. The stake represents 0.34% of the portfolio and ranks #45 among its holdings. This is a return to the name: Consilium Wealth Advisory previously reported a position in CRM as recently as Q2 2025.

Consilium Wealth Advisory first reported a position in CRM in Q4 2021 and has held it in 16 quarters since. The position peaked at $1.27M in Q1 2024. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Consilium Wealth Advisory held 5,386 shares of Salesforce worth $1.01M as of Q1 2026.
  • Salesforce was a new Consilium Wealth Advisory position in Q1 2026.
  • Salesforce made up 0.34% of Consilium Wealth Advisory's portfolio in Q1 2026, its #45 holding.
  • Consilium Wealth Advisory first reported a position in Salesforce in Q4 2021 and has held it in 16 quarters since.
  • Consilium Wealth Advisory's Salesforce position peaked at $1.27M in Q1 2024.
  • 2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Consilium Wealth Advisory's 13F filing for Q1 2026, filed 20 Apr 2026.