Financial Network Wealth Management’s Salesforce CRM Stock Holding History

Financial Network Wealth 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	$206K	Hold	1,105	–	–	0.07%	112
2025 Q4	$293K	Hold	1,105	–	–	0.09%	94
2025 Q3	$267K	Buy	+1,105	New	+$279K	0.08%	99
2025 Q1	$218K	Hold	816	–	–	0.08%	106
2024 Q4	$272K	Hold	816	–	–	0.1%	95
2024 Q3	$223K	Hold	816	–	–	0.08%	110
2024 Q2	$209K	Buy	+816	New	+$218K	0.08%	106
2024 Q1	–	Sell	-816	Closed	-$214K	–	54
2023 Q4	$214K	Buy	+816	New	+$185K	0.09%	102
2022 Q2	–	Sell	-1,096	Closed	-$233K	–	104
2022 Q1	$233K	Hold	1,096	–	–	0.12%	98
2021 Q4	$279K	Buy	1,096 +50	+5%	+$14K	0.14%	85
2021 Q3	$284K	Hold	1,046	–	–	0.16%	83
2021 Q2	$256K	Hold	1,046	–	–	0.15%	86
2021 Q1	$222K	Buy	1,046 +100	+11%	+$22.3K	0.14%	92
2020 Q4	$211K	Buy	+946	New	+$230K	0.17%	84

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 Network Wealth Management's CRM Position: Q1 2026 in Review

Financial Network Wealth Management held its Salesforce (CRM) position steady in Q1 2026 at 1,105 shares worth $206K. The position accounts for 0.07% of the portfolio, ranked #112.

Financial Network Wealth Management first reported a position in CRM in Q4 2020 and has held it in 14 quarters since. The position peaked at $293K in Q4 2025. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Financial Network Wealth Management held 1,105 shares of Salesforce worth $206K as of Q1 2026.
Financial Network Wealth Management left its Salesforce share count unchanged in Q1 2026.
Salesforce made up 0.07% of Financial Network Wealth Management's portfolio in Q1 2026, its #112 holding.
Financial Network Wealth Management first reported a position in Salesforce in Q4 2020 and has held it in 14 quarters since.
Financial Network Wealth Management's Salesforce position peaked at $293K in Q4 2025.
2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Financial Network Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.