Facet Wealth Inc
CRM icon

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
Q3 		$941K Buy
4,097
+1,545
+61% +$319K 0.01% 150
2026
Q2 		$400K Sell
2,552
-49
-2% -$8.62K 0.01% 251
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Facet Wealth Inc's CRM Position: Q3 2026 in Review

Facet Wealth Inc increased its Salesforce (CRM) stake by 61% in Q3 2026, buying an estimated $319K and bringing the position to 4,097 shares worth $941K. The position accounts for 0.01% of the portfolio, ranked #150.

Facet Wealth Inc first reported a position in CRM in Q1 2024 and has held it in 11 quarters since. 1,629 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

  • Facet Wealth Inc held 4,097 shares of Salesforce worth $941K as of Q3 2026.
  • Facet Wealth Inc bought 1,545 Salesforce shares in Q3 2026, an estimated $319K.
  • Salesforce made up 0.01% of Facet Wealth Inc's portfolio in Q3 2026, its #150 holding.
  • Facet Wealth Inc first reported a position in Salesforce in Q1 2024 and has held it in 11 quarters since.
  • 1,629 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on Facet Wealth Inc's 13F filing for Q3 2026, filed 4 Nov 2026.