CAS
CRM icon

Coppell Advisory Solutions’s Salesforce CRM Stock Holding History

Coppell Advisory Solutions’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
-975
Closed -$259K – 71
2025
Q4 		$259K Sell
975
-87
-8% -$21.6K 0.03% 349
2025
Q3 		$260K Buy
1,062
+35
+3% +$8.83K 0.03% 348
2025
Q2 		$281K Sell
1,027
-246
-19% -$65.8K 0.03% 305
2025
Q1 		$341K Sell
1,273
-2,098
-62% -$653K 0.05% 249
2024
Q4 		$1.13M Buy
3,371
+2,623
+351% +$837K 0.16% 115
2024
Q3 		$207K Sell
748
-153
-17% -$39.2K 0.03% 273
2024
Q2 		$232K Buy
+901
New +$241K 0.04% 231
2023
Q4 		$958K Buy
3,641
+3,461
+1,923% +$783K 0.19% 113
2023
Q3 		$23.9K Sell
180
-42
-19% -$9.07K 0.01% 467
2023
Q2 		$46.8K Sell
222
-3,160
-93% -$645K 0.01% 394
2023
Q1 		$665K Buy
3,382
+3,202
+1,779% +$541K 0.22% 110
2022
Q4 		$23.9K Buy
+180
New +$26.3K 0.01% 474

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

Coppell Advisory Solutions's CRM Position: Q1 2026 in Review

Coppell Advisory Solutions sold out of Salesforce (CRM) in Q1 2026, closing a stake of 975 shares — an estimated $259K sold.

Coppell Advisory Solutions first reported a position in CRM in Q4 2022 and held it in 12 quarters. The position peaked at $1.13M in Q4 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Coppell Advisory Solutions reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
  • Coppell Advisory Solutions sold 975 Salesforce shares in Q1 2026, an estimated $259K.
  • Coppell Advisory Solutions first reported a position in Salesforce in Q4 2022 and held it in 12 quarters.
  • Coppell Advisory Solutions's Salesforce position peaked at $1.13M in Q4 2024.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Coppell Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.