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Fermata Advisors’s Salesforce CRM Stock Holding History

Fermata 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 		– Sell
-969
Closed -$257K – 235
2025
Q4 		$257K Hold
969
– – 0.06% 184
2025
Q3 		$230K Sell
969
-261
-21% -$65.8K 0.06% 190
2025
Q2 		$335K Sell
1,230
-969
-44% -$259K 0.09% 167
2025
Q1 		$590K Buy
2,199
+1,025
+87% +$319K 0.11% 140
2024
Q4 		$393K Sell
1,174
-722
-38% -$230K 0.07% 170
2024
Q3 		$519K Buy
1,896
+511
+37% +$131K 0.11% 115
2024
Q2 		$356K Sell
1,385
-3
-0.2% -$803 0.08% 147
2024
Q1 		$418K Buy
+1,388
New +$400K 0.09% 121
2022
Q1 		– Sell
-878
Closed -$223K – 190
2021
Q4 		$223K Buy
878
+43
+5% +$12.1K 0.08% 169
2021
Q3 		$226K Buy
+835
New +$212K 0.1% 158

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

Fermata Advisors's CRM Position: Q1 2026 in Review

Fermata Advisors sold out of Salesforce (CRM) in Q1 2026, closing a stake of 969 shares — an estimated $257K sold.

Fermata Advisors first reported a position in CRM in Q3 2021 and held it in 10 quarters. The position peaked at $590K in Q1 2025. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Fermata Advisors reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
  • Fermata Advisors sold 969 Salesforce shares in Q1 2026, an estimated $257K.
  • Fermata Advisors first reported a position in Salesforce in Q3 2021 and held it in 10 quarters.
  • Fermata Advisors's Salesforce position peaked at $590K in Q1 2025.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Fermata Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.