Elk River Wealth Management’s Salesforce CRM Stock Holding History

Elk River 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	-897	Closed	-$238K	–	101
2025 Q4	$238K	Hold	897	–	–	0.04%	99
2025 Q3	$213K	Hold	897	–	–	0.03%	101
2025 Q2	$245K	Hold	897	–	–	0.04%	89
2025 Q1	$241K	Hold	897	–	–	0.05%	88
2024 Q4	$300K	Hold	897	–	–	0.05%	85
2024 Q3	$246K	Hold	897	–	–	0.04%	87
2024 Q2	$231K	Sell	897 -40	-4%	-$10.7K	0.05%	84
2024 Q1	$283K	Buy	+937	New	+$270K	0.06%	82
2023 Q1	–	Sell	-14,887	Closed	-$1.97M	–	109
2022 Q4	$1.97M	Sell	14,887 -2,415	-14%	-$352K	0.48%	48
2022 Q3	$2.49M	Buy	17,302 +566	+3%	+$96K	0.66%	45
2022 Q2	$2.76M	Buy	16,736 +674	+4%	+$119K	0.7%	46
2022 Q1	$3.41M	Buy	16,062 +1,433	+10%	+$308K	0.74%	44
2021 Q4	$3.72M	Buy	14,629 +99	+0.7%	+$27.8K	0.84%	40
2021 Q3	$3.94M	Buy	14,530 +447	+3%	+$114K	1%	35
2021 Q2	$3.44M	Buy	14,083 +193	+1%	+$44.5K	0.89%	40
2021 Q1	$2.94M	Buy	13,890 +1,255	+10%	+$279K	0.84%	43
2020 Q4	$2.81M	Buy	+12,635	New	+$3.07M	0.93%	39

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

Elk River Wealth Management's CRM Position: Q1 2026 in Review

Elk River Wealth Management sold out of Salesforce (CRM) in Q1 2026, closing a stake of 897 shares — an estimated $238K sold.

Elk River Wealth Management first reported a position in CRM in Q4 2020 and held it in 17 quarters. The position peaked at $3.94M in Q3 2021. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Elk River Wealth Management reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
Elk River Wealth Management sold 897 Salesforce shares in Q1 2026, an estimated $238K.
Elk River Wealth Management first reported a position in Salesforce in Q4 2020 and held it in 17 quarters.
Elk River Wealth Management's Salesforce position peaked at $3.94M in Q3 2021.
2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Elk River Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.