Financial Advisors Network’s Salesforce CRM Stock Holding History

Financial Advisors Network’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	$264K	Buy	1,416 +165	+13%	+$34.2K	0.04%	166
2025 Q4	$331K	Buy	+1,251	New	+$311K	0.05%	147
2025 Q1	–	Sell	-626	Closed	-$209K	–	187
2024 Q4	$209K	Buy	+626	New	+$200K	0.03%	179
2022 Q2	–	Sell	-1,116	Closed	-$237K	–	122
2022 Q1	$237K	Sell	1,116 -14	-1%	-$3.01K	0.06%	112
2021 Q4	$287K	Buy	1,130 +15	+1%	+$4.21K	0.06%	119
2021 Q3	$342K	Buy	1,115 +105	+10%	+$26.7K	0.08%	116
2021 Q2	$247K	Buy	1,010 +5	+0.5%	+$1.15K	0.07%	109
2021 Q1	$213K	Buy	1,005 +49	+5%	+$10.9K	0.07%	107
2020 Q4	$213K	Buy	956 +27	+3%	+$6.57K	0.07%	111
2020 Q3	$233K	Buy	+929	New	+$203K	0.09%	99
2017 Q1	–	Sell	-350	Closed	-$27.4K	–	165
2016 Q4	$27.4K	Buy	+350	New	+$25.4K	0.02%	170

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

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

Financial Advisors Network increased its Salesforce (CRM) stake by 13% in Q1 2026, buying an estimated $34.2K and bringing the position to 1,416 shares worth $264K. The position accounts for 0.04% of the portfolio, ranked #166.

Financial Advisors Network first reported a position in CRM in Q4 2016 and has held it in 11 quarters since. The position peaked at $342K in Q3 2021. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Financial Advisors Network held 1,416 shares of Salesforce worth $264K as of Q1 2026.
Financial Advisors Network bought 165 Salesforce shares in Q1 2026, an estimated $34.2K.
Salesforce made up 0.04% of Financial Advisors Network's portfolio in Q1 2026, its #166 holding.
Financial Advisors Network first reported a position in Salesforce in Q4 2016 and has held it in 11 quarters since.
Financial Advisors Network's Salesforce position peaked at $342K in Q3 2021.
2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Financial Advisors Network's 13F filing for Q1 2026, filed 15 May 2026.