EW
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Element Wealth’s Salesforce CRM Stock Holding History

Element 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
2026
Q1 		– Sell
-1,089
Closed -$288K – 210
2025
Q4 		$288K Buy
1,089
+18
+2% +$4.47K 0.12% 155
2025
Q3 		$254K Hold
1,071
– – 0.11% 162
2025
Q2 		$292K Buy
1,071
+21
+2% +$5.61K 0.13% 131
2025
Q1 		$282K Sell
1,050
-64
-6% -$19.9K 0.15% 119
2024
Q4 		$372K Buy
1,114
+2
+0.2% +$638 0.19% 89
2024
Q3 		$304K Sell
1,112
-25
-2% -$6.4K 0.16% 115
2024
Q2 		$292K Buy
1,137
+5
+0.4% +$1.34K 0.16% 110
2024
Q1 		$341K Sell
1,132
-27
-2% -$7.79K 0.2% 95
2023
Q4 		$305K Sell
1,159
-57
-5% -$12.9K 0.19% 96
2023
Q3 		$247K Sell
1,216
-44
-3% -$9.51K 0.18% 103
2023
Q2 		$266K Hold
1,260
– – 0.19% 97
2023
Q1 		$252K Buy
+1,260
New +$213K 0.19% 97

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

Element Wealth's CRM Position: Q1 2026 in Review

Element Wealth sold out of Salesforce (CRM) in Q1 2026, closing a stake of 1,089 shares — an estimated $288K sold.

Element Wealth first reported a position in CRM in Q1 2023 and held it in 12 quarters. The position peaked at $372K in Q4 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Element Wealth reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
  • Element Wealth sold 1,089 Salesforce shares in Q1 2026, an estimated $288K.
  • Element Wealth first reported a position in Salesforce in Q1 2023 and held it in 12 quarters.
  • Element Wealth's Salesforce position peaked at $372K in Q4 2024.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Element Wealth's 13F filing for Q1 2026, filed 4 May 2026.