Fiduciary Family Office’s Salesforce CRM Stock Holding History

Fiduciary Family Office’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	$409K	Sell	2,191 -286	-12%	-$59.3K	0.12%	121
2025 Q4	$656K	Buy	2,477 +6	+0.2%	+$1.49K	0.19%	93
2025 Q3	$586K	Sell	2,471 -799	-24%	-$202K	0.17%	113
2025 Q2	$892K	Sell	3,270 -2,020	-38%	-$540K	0.29%	70
2025 Q1	$1.42M	Buy	+5,290	New	+$1.65M	0.47%	41
2024 Q4	–	Sell	-4,630	Closed	-$1.27M	–	121
2024 Q3	$1.27M	Sell	4,630 -384	-8%	-$98.4K	0.42%	49
2024 Q2	$1.29M	Sell	5,014 -406	-7%	-$109K	0.51%	46
2024 Q1	$1.63M	Buy	5,420 +540	+11%	+$156K	0.64%	36
2023 Q4	$1.28M	Buy	+4,880	New	+$1.1M	0.56%	34

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

Fiduciary Family Office's CRM Position: Q1 2026 in Review

Fiduciary Family Office reduced its Salesforce (CRM) stake by 12% in Q1 2026, selling an estimated $59.3K and leaving 2,191 shares worth $409K. The position accounts for 0.12% of the portfolio, ranked #121.

Fiduciary Family Office first reported a position in CRM in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.63M in Q1 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Fiduciary Family Office held 2,191 shares of Salesforce worth $409K as of Q1 2026.
Fiduciary Family Office sold 286 Salesforce shares in Q1 2026, an estimated $59.3K.
Salesforce made up 0.12% of Fiduciary Family Office's portfolio in Q1 2026, its #121 holding.
Fiduciary Family Office first reported a position in Salesforce in Q4 2023 and has held it in 9 quarters since.
Fiduciary Family Office's Salesforce position peaked at $1.63M in Q1 2024.
2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Fiduciary Family Office's 13F filing for Q1 2026, filed 14 May 2026.