FC
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Financial Consulate’s Salesforce CRM Stock Holding History

Financial Consulate’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 		$29.5K Sell
158
-128
-45% -$26.5K ﹤0.01% 415
2025
Q4 		$75.8K Sell
286
-5
-2% -$1.24K 0.01% 268
2025
Q3 		$68.9K Buy
+291
New +$73.4K 0.01% 280

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

Financial Consulate's CRM Position: Q1 2026 in Review

Financial Consulate reduced its Salesforce (CRM) stake by 45% in Q1 2026, selling an estimated $26.5K and leaving 158 shares worth $29.5K. The position accounts for ﹤0.01% of the portfolio, ranked #415.

Financial Consulate first reported a position in CRM in Q3 2025 and has held it in 3 quarters since. The position peaked at $75.8K in Q4 2025. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Financial Consulate held 158 shares of Salesforce worth $29.5K as of Q1 2026.
  • Financial Consulate sold 128 Salesforce shares in Q1 2026, an estimated $26.5K.
  • Salesforce made up ﹤0.01% of Financial Consulate's portfolio in Q1 2026, its #415 holding.
  • Financial Consulate first reported a position in Salesforce in Q3 2025 and has held it in 3 quarters since.
  • Financial Consulate's Salesforce position peaked at $75.8K in Q4 2025.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.