Cove Private Wealth’s Salesforce CRM Stock Holding History

Cove Private Wealth’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	$2.36M	Buy	12,647 +3,347	+36%	+$693K	0.54%	37
2025 Q4	$2.46M	Buy	9,300 +884	+11%	+$220K	0.73%	33
2025 Q3	$1.99M	Buy	8,416 +25	+0.3%	+$6.3K	0.63%	38
2025 Q2	$2.29M	Buy	8,391 +1,409	+20%	+$377K	0.81%	26
2025 Q1	$1.87M	Buy	6,982 +270	+4%	+$84K	0.99%	26
2024 Q4	$2.24M	Buy	6,712 +2,487	+59%	+$794K	1.35%	18
2024 Q3	$1.16M	Hold	4,225	–	–	0.9%	34
2024 Q2	$1.09M	Hold	4,225	–	–	0.87%	36
2024 Q1	$1.27M	Hold	4,225	–	–	1.09%	29
2023 Q4	$1.11M	Buy	+4,225	New	+$956K	1.05%	33

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

Cove Private Wealth's CRM Position: Q1 2026 in Review

Cove Private Wealth increased its Salesforce (CRM) stake by 36% in Q1 2026, buying an estimated $693K and bringing the position to 12,647 shares worth $2.36M. The position accounts for 0.54% of the portfolio, ranked #37.

Cove Private Wealth first reported a position in CRM in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.46M in Q4 2025. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Cove Private Wealth held 12,647 shares of Salesforce worth $2.36M as of Q1 2026.
Cove Private Wealth bought 3,347 Salesforce shares in Q1 2026, an estimated $693K.
Salesforce made up 0.54% of Cove Private Wealth's portfolio in Q1 2026, its #37 holding.
Cove Private Wealth first reported a position in Salesforce in Q4 2023 and has held it in 10 quarters since.
Cove Private Wealth's Salesforce position peaked at $2.46M in Q4 2025.
2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Cove Private Wealth's 13F filing for Q1 2026, filed 14 May 2026.