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Correct Capital Wealth Management’s Salesforce CRM Stock Holding History

Correct Capital 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 		$3.61M Buy
19,358
+4,969
+35% +$1.03M 0.67% 22
2025
Q4 		$3.81M Buy
14,389
+842
+6% +$209K 0.71% 20
2025
Q3 		$3.21M Buy
13,547
+4,114
+44% +$1.04M 0.53% 27
2025
Q2 		$2.57M Buy
9,433
+6,042
+178% +$1.62M 0.38% 26
2025
Q1 		$910K Buy
3,391
+135
+4% +$42K 0.15% 58
2024
Q4 		$1.09M Buy
3,256
+87
+3% +$27.8K 0.22% 52
2024
Q3 		$867K Buy
3,169
+218
+7% +$55.8K 0.19% 57
2024
Q2 		$759K Buy
2,951
+1,915
+185% +$512K 0.18% 59
2024
Q1 		$312K Sell
1,036
-12
-1% -$3.46K 0.07% 107
2023
Q4 		$276K Buy
+1,048
New +$237K 0.07% 104

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

Correct Capital Wealth Management's CRM Position: Q1 2026 in Review

Correct Capital Wealth Management increased its Salesforce (CRM) stake by 35% in Q1 2026, buying an estimated $1.03M and bringing the position to 19,358 shares worth $3.61M. The position accounts for 0.67% of the portfolio, ranked #22.

Correct Capital Wealth Management first reported a position in CRM in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.81M in Q4 2025. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Correct Capital Wealth Management held 19,358 shares of Salesforce worth $3.61M as of Q1 2026.
  • Correct Capital Wealth Management bought 4,969 Salesforce shares in Q1 2026, an estimated $1.03M.
  • Salesforce made up 0.67% of Correct Capital Wealth Management's portfolio in Q1 2026, its #22 holding.
  • Correct Capital Wealth Management first reported a position in Salesforce in Q4 2023 and has held it in 10 quarters since.
  • Correct Capital Wealth Management's Salesforce position peaked at $3.81M in Q4 2025.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Correct Capital Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.