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Encompass Wealth Advisors’s Salesforce CRM Stock Holding History

Encompass Wealth Advisors’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 		$320K Sell
1,714
-101
-6% -$20.9K 0.11% 79
2025
Q4 		$481K Buy
1,815
+104
+6% +$25.8K 0.16% 60
2025
Q3 		$405K Sell
1,711
-4
-0.2% -$1.01K 0.14% 75
2025
Q2 		$468K Buy
1,715
+4
+0.2% +$1.07K 0.17% 66
2025
Q1 		$459K Sell
1,711
-33
-2% -$10.3K 0.19% 65
2024
Q4 		$583K Buy
1,744
+13
+0.8% +$4.15K 0.24% 54
2024
Q3 		$474K Sell
1,731
-242
-12% -$62K 0.12% 147
2024
Q2 		$507K Buy
1,973
+49
+3% +$13.1K 0.13% 134
2024
Q1 		$579K Hold
1,924
– – 0.15% 133
2023
Q4 		$506K Hold
1,924
– – 0.15% 125
2023
Q3 		$390K Buy
1,924
+20
+1% +$4.32K 0.13% 136
2023
Q2 		$402K Sell
1,904
-143
-7% -$29.2K 0.13% 138
2023
Q1 		$409K Sell
2,047
-38
-2% -$6.42K 0.14% 131
2022
Q4 		$276K Buy
2,085
+237
+13% +$34.6K 0.1% 159
2022
Q3 		$266K Sell
1,848
-1,169
-39% -$198K 0.1% 159
2022
Q2 		$498K Hold
3,017
– – 0.18% 107
2022
Q1 		$640K Sell
3,017
-750
-20% -$161K 0.16% 109
2021
Q4 		$957K Buy
3,767
+1
+0% +$281 0.23% 74
2021
Q3 		$1.02M Buy
3,766
+38
+1% +$9.65K 0.27% 66
2021
Q2 		$910K Hold
3,728
– – 0.22% 83
2021
Q1 		$809K Buy
3,728
+1,767
+90% +$393K 0.21% 91
2020
Q4 		$436K Buy
+1,961
New +$477K 0.25% 69

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

Encompass Wealth Advisors's CRM Position: Q1 2026 in Review

Encompass Wealth Advisors reduced its Salesforce (CRM) stake by 5.6% in Q1 2026, selling an estimated $20.9K and leaving 1,714 shares worth $320K. The position accounts for 0.11% of the portfolio, ranked #79.

Encompass Wealth Advisors first reported a position in CRM in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.02M in Q3 2021. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Encompass Wealth Advisors held 1,714 shares of Salesforce worth $320K as of Q1 2026.
  • Encompass Wealth Advisors sold 101 Salesforce shares in Q1 2026, an estimated $20.9K.
  • Salesforce made up 0.11% of Encompass Wealth Advisors's portfolio in Q1 2026, its #79 holding.
  • Encompass Wealth Advisors first reported a position in Salesforce in Q4 2020 and has held it in 22 quarters since.
  • Encompass Wealth Advisors's Salesforce position peaked at $1.02M in Q3 2021.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

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