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Cordatus Wealth Management’s Salesforce CRM Stock Holding History

Cordatus 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
-21,189
Closed -$5.61M – 168
2025
Q4 		$5.61M Buy
21,189
+238
+1% +$59.1K 1.3% 17
2025
Q3 		$4.97M Buy
20,951
+265
+1% +$66.8K 1.17% 18
2025
Q2 		$5.64M Buy
+20,686
New +$5.53M 1.39% 14
2022
Q1 		– Sell
-17,254
Closed -$4.38M – 160
2021
Q4 		$4.38M Buy
17,254
+2,465
+17% +$693K 1.28% 14
2021
Q3 		$4.01M Buy
+14,789
New +$3.76M 3.08% 6
2021
Q1 		$4.21M Sell
19,873
-738
-4% -$164K 1.61% 7
2020
Q4 		$4.59M Buy
+20,611
New +$5.01M 1.94% 5

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

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

Cordatus Wealth Management sold out of Salesforce (CRM) in Q1 2026, closing a stake of 21,189 shares — an estimated $5.61M sold.

Cordatus Wealth Management first reported a position in CRM in Q4 2020 and held it in 7 quarters. The position peaked at $5.64M in Q2 2025. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Cordatus Wealth Management reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
  • Cordatus Wealth Management sold 21,189 Salesforce shares in Q1 2026, an estimated $5.61M.
  • Cordatus Wealth Management first reported a position in Salesforce in Q4 2020 and held it in 7 quarters.
  • Cordatus Wealth Management's Salesforce position peaked at $5.64M in Q2 2025.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Cordatus Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.