EWM
CRM icon

Elite Wealth Management’s Salesforce CRM Stock Holding History

Elite 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 		– Sell
-900
Closed -$238K – 51
2025
Q4 		$238K Sell
900
-1,698
-65% -$422K 0.06% 49
2025
Q3 		$616K Sell
2,598
-8,879
-77% -$2.24M 0.16% 37
2025
Q2 		$3.13M Sell
11,477
-5,509
-32% -$1.47M 1.03% 12
2025
Q1 		$4.56M Sell
16,986
-1,053
-6% -$328K 0.59% 15
2024
Q4 		$6.03M Sell
18,039
-1,329
-7% -$424K 0.75% 15
2024
Q3 		$5.3M Buy
19,368
+211
+1% +$54K 0.72% 17
2024
Q2 		$4.93M Sell
19,157
-545
-3% -$146K 0.16% 19
2024
Q1 		$5.93M Sell
19,702
-1,739
-8% -$502K 0.21% 13
2023
Q4 		$5.64M Sell
21,441
-428
-2% -$96.9K 0.35% 13
2023
Q3 		$4.43M Buy
21,869
+54
+0.2% +$11.7K 0.33% 15
2023
Q2 		$4.61M Buy
21,815
+960
+5% +$196K 0.35% 14
2023
Q1 		$4.17M Buy
20,855
+35
+0.2% +$5.91K 0.25% 9
2022
Q4 		$2.76M Buy
20,820
+279
+1% +$40.7K 0.25% 12
2022
Q3 		$2.96M Sell
20,541
-2,401
-10% -$407K 0.25% 10
2022
Q2 		$3.79M Sell
22,942
-257
-1% -$45.4K 0.57% 9
2022
Q1 		$4.93M Sell
23,199
-540
-2% -$116K 0.8% 8
2021
Q4 		$6.03M Sell
23,739
-2,990
-11% -$840K 0.85% 9
2021
Q3 		$7.25M Buy
26,729
+666
+3% +$169K 1.37% 8
2021
Q2 		$6.37K Buy
26,063
+3,250
+14% +$749K 0.58% 8
2021
Q1 		$4.83K Buy
22,813
+8,957
+65% +$1.99M 0.62% 8
2020
Q4 		$3.08M Sell
13,856
-634
-4% -$154K 0.4% 11
2020
Q3 		$3.64M Sell
14,490
-102
-0.7% -$22.3K 0.5% 8
2020
Q2 		$2.73M Buy
14,592
+109
+0.8% +$18.4K 0.8% 12
2020
Q1 		$2.08M Buy
+14,483
New +$2.48M 1.63% 11
2014
Q1 		– Sell
-71
Closed -$4K – 398
2013
Q4 		$4K Buy
+71
New +$3.8K ﹤0.01% 508

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

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

Elite Wealth Management sold out of Salesforce (CRM) in Q1 2026, closing a stake of 900 shares — an estimated $238K sold.

Elite Wealth Management first reported a position in CRM in Q4 2013 and held it in 25 quarters. The position peaked at $7.25M in Q3 2021. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Elite Wealth Management reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
  • Elite Wealth Management sold 900 Salesforce shares in Q1 2026, an estimated $238K.
  • Elite Wealth Management first reported a position in Salesforce in Q4 2013 and held it in 25 quarters.
  • Elite Wealth Management's Salesforce position peaked at $7.25M in Q3 2021.
  • 2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Elite Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.