ERn Financial LLC’s Salesforce CRM Stock Holding History

ERn Financial LLC’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	-948	Closed	-$251K	–	151
2025 Q4	$251K	Buy	+948	New	+$236K	0.05%	132
2025 Q3	–	Sell	-803	Closed	-$219K	–	143
2025 Q2	$219K	Buy	803 +5	+0.6%	+$1.34K	0.05%	137
2025 Q1	$214K	Buy	798 +13	+2%	+$4.04K	0.03%	172
2024 Q4	$262K	Buy	+785	New	+$251K	0.04%	173
2024 Q2	–	Sell	-670	Closed	-$202K	–	179
2024 Q1	$202K	Buy	+670	New	+$193K	0.04%	171

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

ERn Financial LLC's CRM Position: Q1 2026 in Review

ERn Financial LLC sold out of Salesforce (CRM) in Q1 2026, closing a stake of 948 shares — an estimated $251K sold.

ERn Financial LLC first reported a position in CRM in Q1 2024 and held it in 5 quarters. The position peaked at $262K in Q4 2024. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

ERn Financial LLC reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
ERn Financial LLC sold 948 Salesforce shares in Q1 2026, an estimated $251K.
ERn Financial LLC first reported a position in Salesforce in Q1 2024 and held it in 5 quarters.
ERn Financial LLC's Salesforce position peaked at $262K in Q4 2024.
2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on ERn Financial LLC's 13F filing for Q1 2026, filed 24 Apr 2026.