Facet Wealth Inc’s Salesforce CRM Stock Holding History

Facet Wealth Inc’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	$486K	Buy	2,601 +272	+12%	+$56.4K	0.01%	178
2025 Q4	$531K	Buy	2,329 +687	+42%	+$171K	0.01%	145
2025 Q3	$389K	Buy	1,642 +360	+28%	+$90.8K	0.01%	139
2025 Q2	$331K	Sell	1,282 -102	-7%	-$27.3K	0.01%	119
2025 Q1	$377K	Sell	1,384 -153	-10%	-$47.6K	0.01%	96
2024 Q4	$501K	Sell	1,537 -1,464	-49%	-$467K	0.01%	90
2024 Q3	$884K	Buy	3,001 +1,944	+184%	+$498K	0.03%	68
2024 Q2	$273K	Sell	1,057 -32	-3%	-$8.56K	0.01%	112
2024 Q1	$300K	Buy	+1,089	New	+$314K	0.01%	93

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

Facet Wealth Inc's CRM Position: Q1 2026 in Review

Facet Wealth Inc increased its Salesforce (CRM) stake by 12% in Q1 2026, buying an estimated $56.4K and bringing the position to 2,601 shares worth $486K. The position accounts for 0.01% of the portfolio, ranked #178.

Facet Wealth Inc first reported a position in CRM in Q1 2024 and has held it in 9 quarters since. The position peaked at $884K in Q3 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Facet Wealth Inc held 2,601 shares of Salesforce worth $486K as of Q1 2026.
Facet Wealth Inc bought 272 Salesforce shares in Q1 2026, an estimated $56.4K.
Salesforce made up 0.01% of Facet Wealth Inc's portfolio in Q1 2026, its #178 holding.
Facet Wealth Inc first reported a position in Salesforce in Q1 2024 and has held it in 9 quarters since.
Facet Wealth Inc's Salesforce position peaked at $884K in Q3 2024.
2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Facet Wealth Inc's 13F filing for Q1 2026, filed 7 May 2026.