Financial Gravity Asset Management’s Salesforce CRM Stock Holding History

Financial Gravity Asset Management’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	$2.1M	Buy	11,245 +744	+7%	+$154K	0.37%	62
2025 Q4	$2.78M	Buy	10,501 +1,193	+13%	+$296K	0.54%	47
2025 Q3	$2.21M	Buy	+9,308	New	+$2.35M	0.44%	54
2025 Q1	$2.23M	Buy	+8,310	New	+$2.58M	0.49%	53
2024 Q2	$2.15M	Buy	8,348 +344	+4%	+$92K	0.54%	48
2024 Q1	$2.11M	Hold	8,004	–	–	0.59%	40
2023 Q4	$2.11M	Buy	+8,004	New	+$1.81M	0.59%	40
2021 Q3	$940K	Sell	2,432 -2,819	-54%	-$716K	0.44%	39
2021 Q2	$1.28M	Buy	+5,251	New	+$1.21M	0.46%	52
2020 Q4	$563K	Buy	+2,570	New	+$625K	0.52%	51
2019 Q4	$163K	Hold	11	–	–	0.11%	162
2019 Q3	$2K	Buy	11 +1	+10%	+$152	﹤0.01%	871
2019 Q2	$2K	Hold	10	–	–	﹤0.01%	876
2019 Q1	$2K	Buy	+10	New	+$1.55K	﹤0.01%	917
2018 Q3	$1K	Sell	10 -1	-9%	-$148	﹤0.01%	1098
2018 Q2	$2K	Buy	11 +1	+10%	+$128	﹤0.01%	963
2018 Q1	$1K	Buy	+10	New	+$1.15K	﹤0.01%	1097

Other funds holding CRM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Financial Gravity Asset Management's CRM Position: Q1 2026 in Review

Financial Gravity Asset Management increased its Salesforce (CRM) stake by 7.1% in Q1 2026, buying an estimated $154K and bringing the position to 11,245 shares worth $2.1M. The position accounts for 0.37% of the portfolio, ranked #62.

Financial Gravity Asset Management first reported a position in CRM in Q1 2018 and has held it in 17 quarters since. The position peaked at $2.78M in Q4 2025. 2,688 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Financial Gravity Asset Management held 11,245 shares of Salesforce worth $2.1M as of Q1 2026.
Financial Gravity Asset Management bought 744 Salesforce shares in Q1 2026, an estimated $154K.
Salesforce made up 0.37% of Financial Gravity Asset Management's portfolio in Q1 2026, its #62 holding.
Financial Gravity Asset Management first reported a position in Salesforce in Q1 2018 and has held it in 17 quarters since.
Financial Gravity Asset Management's Salesforce position peaked at $2.78M in Q4 2025.
2,688 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.