Destiny Wealth Partners’s Salesforce CRM Stock Holding History

Destiny Wealth 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	$135K	Sell	722 -300	-29%	-$62.2K	0.01%	288
2025 Q4	$234K	Buy	1,022 +173	+20%	+$43K	0.03%	192
2025 Q3	$201K	Sell	849 -98	-10%	-$24.7K	0.02%	198
2025 Q2	$258K	Sell	947 -10,674	-92%	-$2.85M	0.03%	167
2025 Q1	$3.12M	Buy	11,621 +568	+5%	+$177K	0.49%	58
2024 Q4	$3.7M	Sell	11,053 -151	-1%	-$48.2K	0.6%	53
2024 Q3	$3.07M	Sell	11,204 -1,165	-9%	-$298K	0.54%	53
2024 Q2	$3.18M	Buy	+12,369	New	+$3.31M	0.57%	55
2023 Q1	–	Sell	-249	Closed	-$33K	–	273
2022 Q4	$33K	Buy	249 +38	+18%	+$5.54K	0.01%	341
2022 Q3	$30K	Sell	211 -61	-22%	-$10.3K	0.01%	317
2022 Q2	$45K	Sell	272 -215	-44%	-$38K	0.01%	287
2022 Q1	$103K	Hold	487	–	–	0.02%	233
2021 Q4	$124K	Hold	487	–	–	0.02%	216
2021 Q3	$132K	Buy	+487	New	+$124K	0.03%	198
2021 Q2	–	Sell	-537	Closed	-$114K	–	244
2021 Q1	$114K	Buy	537 +21	+4%	+$4.67K	0.02%	200
2020 Q4	$115K	Buy	+516	New	+$125K	0.02%	235

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

Destiny Wealth Partners's CRM Position: Q1 2026 in Review

Destiny Wealth Partners reduced its Salesforce (CRM) stake by 29% in Q1 2026, selling an estimated $62.2K and leaving 722 shares worth $135K. The position accounts for 0.01% of the portfolio, ranked #288.

Destiny Wealth Partners first reported a position in CRM in Q4 2020 and has held it in 16 quarters since. The position peaked at $3.7M in Q4 2024. 2,670 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Destiny Wealth Partners held 722 shares of Salesforce worth $135K as of Q1 2026.
Destiny Wealth Partners sold 300 Salesforce shares in Q1 2026, an estimated $62.2K.
Salesforce made up 0.01% of Destiny Wealth Partners's portfolio in Q1 2026, its #288 holding.
Destiny Wealth Partners first reported a position in Salesforce in Q4 2020 and has held it in 16 quarters since.
Destiny Wealth Partners's Salesforce position peaked at $3.7M in Q4 2024.
2,670 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Destiny Wealth Partners's 13F filing for Q1 2026, filed 11 May 2026.