Continuum Advisory’s Salesforce CRM Stock Holding History

Continuum 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	$1.33M	Sell	7,140 -18,703	-72%	-$3.88M	0.13%	155
2025 Q4	$6.85M	Buy	25,843 +3,619	+16%	+$899K	0.69%	27
2025 Q3	$5.27M	Buy	22,224 +2,043	+10%	+$515K	0.56%	40
2025 Q2	$5.5M	Buy	20,181 +16,327	+424%	+$4.36M	0.66%	30
2025 Q1	$1.03M	Sell	3,854 -17	-0.4%	-$5.29K	0.13%	148
2024 Q4	$1.29M	Buy	3,871 +196	+5%	+$62.6K	0.17%	125
2024 Q3	$1.22M	Buy	3,675 +453	+14%	+$116K	0.16%	140
2024 Q2	$828K	Buy	3,222 +207	+7%	+$55.4K	0.12%	173
2024 Q1	$830K	Sell	3,015 -208	-6%	-$60K	0.12%	172
2023 Q4	$848K	Buy	3,223 +1,806	+127%	+$409K	0.12%	197
2023 Q3	$287K	Sell	1,417 -12	-0.8%	-$2.59K	0.05%	377
2023 Q2	$302K	Sell	1,429 -53	-4%	-$10.8K	0.05%	365
2023 Q1	$296K	Buy	+1,482	New	+$250K	0.05%	354
2022 Q1	–	Sell	-867	Closed	-$220K	–	381
2021 Q4	$220K	Buy	+867	New	+$244K	0.05%	277

Other funds holding CRM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Continuum Advisory's CRM Position: Q1 2026 in Review

Continuum Advisory reduced its Salesforce (CRM) stake by 72% in Q1 2026, selling an estimated $3.88M and leaving 7,140 shares worth $1.33M. The position accounts for 0.13% of the portfolio, ranked #155.

Continuum Advisory first reported a position in CRM in Q4 2021 and has held it in 14 quarters since. The position peaked at $6.85M in Q4 2025. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Continuum Advisory held 7,140 shares of Salesforce worth $1.33M as of Q1 2026.
Continuum Advisory sold 18,703 Salesforce shares in Q1 2026, an estimated $3.88M.
Salesforce made up 0.13% of Continuum Advisory's portfolio in Q1 2026, its #155 holding.
Continuum Advisory first reported a position in Salesforce in Q4 2021 and has held it in 14 quarters since.
Continuum Advisory's Salesforce position peaked at $6.85M in Q4 2025.
2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Continuum Advisory's 13F filing for Q1 2026, filed 22 Apr 2026.