CWM
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Copia Wealth Management’s Salesforce CRM Stock Holding History

Copia Wealth Management’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 		– Sell
-17
Closed -$4.5K – 535
2025
Q4 		$4.5K Hold
17
– – ﹤0.01% 386
2025
Q3 		$4.03K Hold
17
– – ﹤0.01% 370
2025
Q2 		$4.64K Hold
17
– – ﹤0.01% 345
2025
Q1 		$4.56K Buy
+17
New +$5.29K ﹤0.01% 340

Other funds holding CRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Copia Wealth Management's CRM Position: Q1 2026 in Review

Copia Wealth Management sold out of Salesforce (CRM) in Q1 2026, closing a stake of 17 shares — an estimated $4.5K sold.

Copia Wealth Management first reported a position in CRM in Q1 2025 and held it in 4 quarters. The position peaked at $4.64K in Q2 2025. 2,682 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Copia Wealth Management reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
  • Copia Wealth Management sold 17 Salesforce shares in Q1 2026, an estimated $4.5K.
  • Copia Wealth Management first reported a position in Salesforce in Q1 2025 and held it in 4 quarters.
  • Copia Wealth Management's Salesforce position peaked at $4.64K in Q2 2025.
  • 2,682 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Copia Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.