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Financial Freedom LLC’s Salesforce CRM Stock Holding History

Financial Freedom LLC’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 		$12K Buy
+64
New +$13.3K 0.01% 285
2023
Q1 		– Sell
-105
Closed -$13.9K – 407
2022
Q4 		$13.9K Buy
+105
New +$15.3K 0.01% 238

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 Freedom LLC's CRM Position: Q1 2026 in Review

Financial Freedom LLC opened a new position in Salesforce (CRM) in Q1 2026: 64 shares worth $12K. The stake represents 0.01% of the portfolio and ranks #285 among its holdings. This is a return to the name: Financial Freedom LLC previously reported a position in CRM as recently as Q4 2022.

Financial Freedom LLC first reported a position in CRM in Q4 2022 and has held it in 2 quarters since. The position peaked at $13.9K in Q4 2022. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Financial Freedom LLC held 64 shares of Salesforce worth $12K as of Q1 2026.
  • Salesforce was a new Financial Freedom LLC position in Q1 2026.
  • Salesforce made up 0.01% of Financial Freedom LLC's portfolio in Q1 2026, its #285 holding.
  • Financial Freedom LLC first reported a position in Salesforce in Q4 2022 and has held it in 2 quarters since.
  • Financial Freedom LLC's Salesforce position peaked at $13.9K in Q4 2022.
  • 2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Financial Freedom LLC's 13F filing for Q1 2026, filed 30 Apr 2026.