Coston McIsaac & Partners’s Salesforce CRM Stock Holding History

Coston McIsaac & Partners’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	$18K	Hold	99	–	–	﹤0.01%	485
2025 Q4	$26K	Buy	99 +50	+102%	+$12.4K	0.01%	415
2025 Q3	$11K	Hold	49	–	–	﹤0.01%	535
2025 Q2	$13K	Buy	49 +2	+4%	+$535	﹤0.01%	488
2025 Q1	$12K	Sell	47 -3	-6%	-$933	﹤0.01%	469
2024 Q4	$16K	Buy	50 +3	+6%	+$957	﹤0.01%	425
2024 Q3	$12	Hold	47	–	–	﹤0.01%	463
2024 Q2	$12K	Hold	47	–	–	﹤0.01%	443
2024 Q1	$14K	Hold	47	–	–	﹤0.01%	434
2023 Q4	$12K	Hold	47	–	–	﹤0.01%	453
2023 Q3	$9K	Sell	47 -9	-16%	-$1.95K	﹤0.01%	473
2023 Q2	$11K	Hold	56	–	–	﹤0.01%	484
2023 Q1	$11K	Hold	56	–	–	﹤0.01%	479
2022 Q4	$7	Hold	56	–	–	﹤0.01%	536
2022 Q3	$8K	Sell	56 -1	-2%	-$170	﹤0.01%	445
2022 Q2	$9K	Buy	+57	New	+$10.1K	0.01%	282

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

Coston McIsaac & Partners's CRM Position: Q1 2026 in Review

Coston McIsaac & Partners held its Salesforce (CRM) position steady in Q1 2026 at 99 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #485.

Coston McIsaac & Partners first reported a position in CRM in Q2 2022 and has held it in 16 quarters since. The position peaked at $26K in Q4 2025. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Coston McIsaac & Partners held 99 shares of Salesforce worth $18K as of Q1 2026.
Coston McIsaac & Partners left its Salesforce share count unchanged in Q1 2026.
Salesforce made up ﹤0.01% of Coston McIsaac & Partners's portfolio in Q1 2026, its #485 holding.
Coston McIsaac & Partners first reported a position in Salesforce in Q2 2022 and has held it in 16 quarters since.
Coston McIsaac & Partners's Salesforce position peaked at $26K in Q4 2025.
2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Coston McIsaac & Partners's 13F filing for Q1 2026, filed 22 Apr 2026.