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Fiduciary Alliance’s Salesforce CRM Stock Holding History

Fiduciary Alliance’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
-2,268
Closed -$601K – 556
2025
Q4 		$601K Sell
2,268
-650
-22% -$162K 0.04% 316
2025
Q3 		$692K Buy
2,918
+409
+16% +$103K 0.05% 288
2025
Q2 		$684K Buy
+2,509
New +$671K 0.05% 275
2025
Q1 		– Sell
-1,153
Closed -$385K – 391
2024
Q4 		$385K Sell
1,153
-109
-9% -$34.8K 0.04% 267
2024
Q3 		$345K Buy
1,262
+64
+5% +$16.4K 0.05% 193
2024
Q2 		$307K Buy
+1,198
New +$321K 0.05% 164
2023
Q3 		– Sell
-492
Closed -$104K – 318
2023
Q2 		$104K Buy
+492
New +$100K 0.02% 207
2023
Q1 		– Sell
-440
Closed -$58.3K – 293
2022
Q4 		$58.3K Buy
+440
New +$64.2K 0.02% 212

Other funds holding CRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Fiduciary Alliance's CRM Position: Q1 2026 in Review

Fiduciary Alliance sold out of Salesforce (CRM) in Q1 2026, closing a stake of 2,268 shares — an estimated $601K sold.

Fiduciary Alliance first reported a position in CRM in Q4 2022 and held it in 8 quarters. The position peaked at $692K in Q3 2025. 2,682 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Fiduciary Alliance reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
  • Fiduciary Alliance sold 2,268 Salesforce shares in Q1 2026, an estimated $601K.
  • Fiduciary Alliance first reported a position in Salesforce in Q4 2022 and held it in 8 quarters.
  • Fiduciary Alliance's Salesforce position peaked at $692K in Q3 2025.
  • 2,682 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Fiduciary Alliance's 13F filing for Q1 2026, filed 20 Apr 2026.