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CreativeOne Wealth’s Salesforce CRM Stock Holding History

CreativeOne 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
2021
Q1 		– Sell
-1,500
Closed -$1K – 570
2020
Q4 		$1K Buy
+1,500
New +$365K ﹤0.01% 504

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

CreativeOne Wealth's CRM Position: Q1 2026 in Review

CreativeOne Wealth reduced its Salesforce (CRM) stake by 0.9% in Q1 2026, selling an estimated $24.9K and leaving 13,230 shares worth $2.47M. The position accounts for 0.06% of the portfolio, ranked #304.

CreativeOne Wealth first reported a position in CRM in Q3 2020 and has held it in 23 quarters since. The position peaked at $3.54M in Q4 2025. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • CreativeOne Wealth held 13,230 shares of Salesforce worth $2.47M as of Q1 2026.
  • CreativeOne Wealth sold 120 Salesforce shares in Q1 2026, an estimated $24.9K.
  • Salesforce made up 0.06% of CreativeOne Wealth's portfolio in Q1 2026, its #304 holding.
  • CreativeOne Wealth first reported a position in Salesforce in Q3 2020 and has held it in 23 quarters since.
  • CreativeOne Wealth's Salesforce position peaked at $3.54M in Q4 2025.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.