Dougherty Wealth Advisers’s Salesforce CRM Stock Holding History

Dougherty Wealth Advisers’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	–	Sell	-1,549	Closed	-$410K	–	111
2025 Q4	$410K	Hold	1,549	–	–	0.23%	33
2025 Q3	$367K	Hold	1,549	–	–	0.24%	26
2025 Q2	$422K	Hold	1,549	–	–	0.28%	26
2025 Q1	$416K	Hold	1,549	–	–	0.31%	26
2024 Q4	$518K	Hold	1,549	–	–	0.4%	23
2024 Q3	$424K	Hold	1,549	–	–	0.34%	24
2024 Q2	$398K	Hold	1,549	–	–	0.35%	23
2024 Q1	$467K	Sell	1,549 -211	-12%	-$60.9K	0.41%	21
2023 Q4	$463K	Hold	1,760	–	–	0.43%	22
2023 Q3	$357K	Hold	1,760	–	–	0.41%	20
2023 Q2	$372K	Hold	1,760	–	–	0.51%	20
2023 Q1	$352K	Hold	1,760	–	–	0.53%	20
2022 Q4	$233K	Hold	1,760	–	–	0.38%	29
2022 Q3	$253K	Hold	1,760	–	–	0.5%	24
2022 Q2	$290K	Hold	1,760	–	–	0.54%	21
2022 Q1	$374K	Hold	1,760	–	–	0.56%	20
2021 Q4	$447K	Hold	1,760	–	–	0.62%	20
2021 Q3	$477K	Hold	1,760	–	–	0.71%	19
2021 Q2	$430K	Hold	1,760	–	–	0.64%	20
2021 Q1	$373K	Hold	1,760	–	–	0.56%	23
2020 Q4	$392K	Hold	1,760	–	–	0.62%	23
2020 Q3	$442K	Hold	1,760	–	–	1.53%	16
2020 Q2	$330K	Hold	1,760	–	–	1.21%	23
2020 Q1	$253K	Hold	1,760	–	–	1.01%	24
2019 Q4	$286K	Hold	1,760	–	–	0.87%	26
2019 Q3	$261K	Hold	1,760	–	–	0.86%	28
2019 Q2	$267K	Hold	1,760	–	–	0.75%	31
2019 Q1	$279K	Hold	1,760	–	–	0.95%	26
2018 Q4	$273K	Buy	+1,760	New	+$242K	0.9%	28

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

Dougherty Wealth Advisers's CRM Position: Q1 2026 in Review

Dougherty Wealth Advisers sold out of Salesforce (CRM) in Q1 2026, closing a stake of 1,549 shares — an estimated $410K sold.

Dougherty Wealth Advisers first reported a position in CRM in Q4 2018 and held it in 29 quarters. The position peaked at $518K in Q4 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Dougherty Wealth Advisers reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
Dougherty Wealth Advisers sold 1,549 Salesforce shares in Q1 2026, an estimated $410K.
Dougherty Wealth Advisers first reported a position in Salesforce in Q4 2018 and held it in 29 quarters.
Dougherty Wealth Advisers's Salesforce position peaked at $518K in Q4 2024.
2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Dougherty Wealth Advisers's 13F filing for Q1 2026, filed 21 Apr 2026.