DWM
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Diversify Wealth Management’s Salesforce CRM Stock Holding History

Diversify Wealth Management’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 		$8.17M Buy
45,100
+24,075
+115% +$4.99M 0.15% 155
2025
Q4 		$5.07M Sell
21,025
-9,716
-32% -$2.41M 0.24% 117
2025
Q3 		$8.03M Buy
30,741
+1,217
+4% +$307K 0.46% 47
2025
Q2 		$6.84M Buy
29,524
+3,045
+11% +$814K 0.42% 54
2025
Q1 		$7.09M Buy
26,479
+2,799
+12% +$871K 0.53% 41
2024
Q4 		$7.53M Buy
23,680
+7,335
+45% +$2.34M 0.59% 37
2024
Q3 		$4.65M Sell
16,345
-3,488
-18% -$893K 0.45% 53
2024
Q2 		$4.74M Buy
+19,833
New +$5.31M 0.59% 34

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

Diversify Wealth Management's CRM Position: Q1 2026 in Review

Diversify Wealth Management increased its Salesforce (CRM) stake by 115% in Q1 2026, buying an estimated $4.99M and bringing the position to 45,100 shares worth $8.17M. The position accounts for 0.15% of the portfolio, ranked #155.

Diversify Wealth Management first reported a position in CRM in Q2 2024 and has held it in 8 quarters since. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Diversify Wealth Management held 45,100 shares of Salesforce worth $8.17M as of Q1 2026.
  • Diversify Wealth Management bought 24,075 Salesforce shares in Q1 2026, an estimated $4.99M.
  • Salesforce made up 0.15% of Diversify Wealth Management's portfolio in Q1 2026, its #155 holding.
  • Diversify Wealth Management first reported a position in Salesforce in Q2 2024 and has held it in 8 quarters since.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.