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Creative Financial Designs’s Salesforce CRM Stock Holding History

Creative Financial Designs’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 		$884K Buy
4,734
+139
+3% +$28.8K 0.05% 242
2025
Q4 		$1.22M Buy
4,595
+293
+7% +$72.8K 0.08% 208
2025
Q3 		$1.02M Buy
4,302
+2,122
+97% +$535K 0.07% 226
2025
Q2 		$594K Buy
2,180
+219
+11% +$58.5K 0.04% 294
2025
Q1 		$526K Buy
1,961
+532
+37% +$165K 0.04% 285
2024
Q4 		$478K Hold
1,429
– – 0.04% 290
2024
Q3 		$391K Buy
1,429
+15
+1% +$3.84K 0.03% 328
2024
Q2 		$364K Hold
1,414
– – 0.03% 320
2024
Q1 		$426K Buy
1,414
+3
+0.2% +$866 0.04% 288
2023
Q4 		$371K Buy
1,411
+37
+3% +$8.37K 0.04% 281
2023
Q3 		$279K Hold
1,374
– – 0.03% 284
2023
Q2 		$290K Buy
1,374
+61
+5% +$12.5K 0.03% 283
2023
Q1 		$262K Buy
1,313
+26
+2% +$4.39K 0.03% 287
2022
Q4 		$171K Sell
1,287
-3,387
-72% -$494K 0.03% 342
2022
Q3 		$672K Buy
4,674
+464
+11% +$78.7K 0.11% 155
2022
Q2 		$695K Buy
4,210
+692
+20% +$122K 0.11% 151
2022
Q1 		$747K Buy
3,518
+713
+25% +$153K 0.11% 148
2021
Q4 		$713K Sell
2,805
-854
-23% -$240K 0.11% 151
2021
Q3 		$992K Buy
3,659
+255
+7% +$64.8K 0.16% 117
2021
Q2 		$831K Buy
3,404
+40
+1% +$9.22K 0.14% 129
2021
Q1 		$713K Buy
3,364
+110
+3% +$24.5K 0.14% 134
2020
Q4 		$724K Buy
3,254
+1,746
+116% +$425K 0.15% 116
2020
Q3 		$379K Buy
1,508
+627
+71% +$137K 0.09% 162
2020
Q2 		$165K Buy
881
+821
+1,368% +$138K 0.05% 220
2020
Q1 		$9K Hold
60
– – ﹤0.01% 349
2019
Q4 		$10K Hold
60
– – ﹤0.01% 393
2019
Q3 		$9K Buy
60
+30
+100% +$4.56K ﹤0.01% 415
2019
Q2 		$5K Sell
30
-80
-73% -$12.5K ﹤0.01% 458
2019
Q1 		$17K Hold
110
– – 0.01% 322
2018
Q4 		$15K Buy
110
+30
+38% +$4.13K 0.01% 310
2018
Q3 		$13K Buy
+80
New +$11.9K 0.01% 397

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

Creative Financial Designs's CRM Position: Q1 2026 in Review

Creative Financial Designs increased its Salesforce (CRM) stake by 3% in Q1 2026, buying an estimated $28.8K and bringing the position to 4,734 shares worth $884K. The position accounts for 0.05% of the portfolio, ranked #242.

Creative Financial Designs first reported a position in CRM in Q3 2018 and has held it in 31 quarters since. The position peaked at $1.22M in Q4 2025. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Creative Financial Designs held 4,734 shares of Salesforce worth $884K as of Q1 2026.
  • Creative Financial Designs bought 139 Salesforce shares in Q1 2026, an estimated $28.8K.
  • Salesforce made up 0.05% of Creative Financial Designs's portfolio in Q1 2026, its #242 holding.
  • Creative Financial Designs first reported a position in Salesforce in Q3 2018 and has held it in 31 quarters since.
  • Creative Financial Designs's Salesforce position peaked at $1.22M in Q4 2025.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.