Crown Wealth Group’s Salesforce CRM Stock Holding History

Crown Wealth Group’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 Q3	$364K	Sell	1,586 -1,452	-48%	-$300K	0.09%	95
2026 Q2	$476K	Buy	3,038 +212	+8%	+$37.3K	0.12%	81
2026 Q1	$528K	Buy	2,826 +140	+5%	+$29K	0.16%	64
2025 Q4	$712K	Buy	2,686 +37	+1%	+$9.2K	0.2%	56
2025 Q3	$628K	Sell	2,649 -41	-2%	-$10.3K	0.19%	60
2025 Q2	$734K	Sell	2,690 -7	-0.3%	-$1.87K	0.28%	45
2025 Q1	$724K	Buy	2,697 +76	+3%	+$23.6K	0.38%	40
2024 Q4	$876K	Sell	2,621 -2,953	-53%	-$942K	0.36%	43
2024 Q3	$1.53M	Sell	5,574 -169	-3%	-$43.3K	0.66%	26
2024 Q2	$1.48M	Buy	5,743 +4,476	+353%	+$1.2M	0.74%	23
2024 Q1	$382K	Buy	1,267 +418	+49%	+$121K	0.2%	59
2023 Q4	$223K	Buy	+849	New	+$192K	0.13%	83

Other funds holding CRM

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Crown Wealth Group's CRM Position: Q3 2026 in Review

Crown Wealth Group reduced its Salesforce (CRM) stake by 48% in Q3 2026, selling an estimated $300K and leaving 1,586 shares worth $364K. The position accounts for 0.09% of the portfolio, ranked #95.

Crown Wealth Group first reported a position in CRM in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.53M in Q3 2024. 2,270 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

Crown Wealth Group held 1,586 shares of Salesforce worth $364K as of Q3 2026.
Crown Wealth Group sold 1,452 Salesforce shares in Q3 2026, an estimated $300K.
Salesforce made up 0.09% of Crown Wealth Group's portfolio in Q3 2026, its #95 holding.
Crown Wealth Group first reported a position in Salesforce in Q4 2023 and has held it in 12 quarters since.
Crown Wealth Group's Salesforce position peaked at $1.53M in Q3 2024.
2,270 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on Crown Wealth Group's 13F filing for Q3 2026, filed 19 Oct 2026.