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Fi3 Financial Advisors’s Salesforce CRM Stock Holding History

Fi3 Financial 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 		$329K Sell
1,763
-109
-6% -$22.6K 0.1% 127
2025
Q4 		$497K Buy
1,872
+241
+15% +$59.9K 0.15% 73
2025
Q3 		$387K Sell
1,631
-151
-8% -$38.1K 0.13% 76
2025
Q2 		$487K Sell
1,782
-187
-9% -$50K 0.18% 53
2025
Q1 		$528K Sell
1,969
-79
-4% -$24.6K 0.21% 47
2024
Q4 		$686K Buy
2,048
+102
+5% +$32.6K 0.26% 41
2024
Q3 		$533K Buy
1,946
+752
+63% +$193K 0.21% 43
2024
Q2 		$307K Sell
1,194
-396
-25% -$106K 0.14% 54
2024
Q1 		$435K Sell
1,590
-38
-2% -$11K 0.2% 41
2023
Q4 		$428K Sell
1,628
-152
-9% -$34.4K 0.2% 45
2023
Q3 		$361K Buy
1,780
+381
+27% +$82.3K 0.19% 49
2023
Q2 		$296K Buy
1,399
+10
+0.7% +$2.04K 0.15% 51
2023
Q1 		$277K Buy
+1,389
New +$235K 0.15% 56
2022
Q2 		– Sell
-1,086
Closed -$231K – 51
2022
Q1 		$231K Buy
1,086
+124
+13% +$26.7K 0.18% 42
2021
Q4 		$244K Buy
+962
New +$270K 0.16% 42

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

Fi3 Financial Advisors's CRM Position: Q1 2026 in Review

Fi3 Financial Advisors reduced its Salesforce (CRM) stake by 5.8% in Q1 2026, selling an estimated $22.6K and leaving 1,763 shares worth $329K. The position accounts for 0.1% of the portfolio, ranked #127.

Fi3 Financial Advisors first reported a position in CRM in Q4 2021 and has held it in 15 quarters since. The position peaked at $686K in Q4 2024. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Fi3 Financial Advisors held 1,763 shares of Salesforce worth $329K as of Q1 2026.
  • Fi3 Financial Advisors sold 109 Salesforce shares in Q1 2026, an estimated $22.6K.
  • Salesforce made up 0.1% of Fi3 Financial Advisors's portfolio in Q1 2026, its #127 holding.
  • Fi3 Financial Advisors first reported a position in Salesforce in Q4 2021 and has held it in 15 quarters since.
  • Fi3 Financial Advisors's Salesforce position peaked at $686K in Q4 2024.
  • 2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Fi3 Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.