Etesian Wealth Advisors’s Salesforce CRM Stock Holding History

Etesian 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	$437K	Sell	2,341 -998	-30%	-$207K	0.14%	95
2025 Q4	$885K	Sell	3,339 -522	-14%	-$130K	0.28%	77
2025 Q3	$915K	Sell	3,861 -1,046	-21%	-$264K	0.3%	73
2025 Q2	$1.34M	Sell	4,907 -131	-3%	-$35K	0.5%	55
2025 Q1	$1.35M	Sell	5,038 -17	-0.3%	-$5.29K	0.58%	53
2024 Q4	$1.69M	Sell	5,055 -242	-5%	-$77.2K	0.75%	36
2024 Q3	$1.45M	Buy	5,297 +816	+18%	+$209K	0.66%	47
2024 Q2	$1.15M	Sell	4,481 -50	-1%	-$13.4K	0.65%	52
2024 Q1	$1.36M	Sell	4,531 -327	-7%	-$94.3K	0.78%	45
2023 Q4	$1.29M	Sell	4,858 -223	-4%	-$50.5K	0.77%	48
2023 Q3	$1.03M	Sell	5,081 -78	-2%	-$16.9K	0.69%	50
2023 Q2	$1.09M	Buy	5,159 +174	+3%	+$35.5K	0.71%	49
2023 Q1	$996K	Hold	4,985	–	–	0.66%	50
2022 Q4	$661K	Buy	+4,985	New	+$727K	0.48%	71

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

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

Etesian Wealth Advisors reduced its Salesforce (CRM) stake by 30% in Q1 2026, selling an estimated $207K and leaving 2,341 shares worth $437K. The position accounts for 0.14% of the portfolio, ranked #95.

Etesian Wealth Advisors first reported a position in CRM in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.69M in Q4 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Etesian Wealth Advisors held 2,341 shares of Salesforce worth $437K as of Q1 2026.
Etesian Wealth Advisors sold 998 Salesforce shares in Q1 2026, an estimated $207K.
Salesforce made up 0.14% of Etesian Wealth Advisors's portfolio in Q1 2026, its #95 holding.
Etesian Wealth Advisors first reported a position in Salesforce in Q4 2022 and has held it in 14 quarters since.
Etesian Wealth Advisors's Salesforce position peaked at $1.69M in Q4 2024.
2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Etesian Wealth Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.