FWM
CRM icon

Finer Wealth Management’s Salesforce CRM Stock Holding History

Finer 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 		$2M Sell
10,735
-2,636
-20% -$546K 1% 28
2025
Q4 		$3.54M Buy
13,371
+655
+5% +$163K 1.71% 14
2025
Q3 		$3.01M Buy
12,716
+318
+3% +$80.2K 1.5% 21
2025
Q2 		$3.38M Buy
12,398
+159
+1% +$42.5K 1.81% 15
2025
Q1 		$3.28M Buy
12,239
+172
+1% +$53.5K 1.97% 13
2024
Q4 		$4.03M Buy
12,067
+15
+0.1% +$4.79K 2.31% 12
2024
Q3 		$3.3M Buy
12,052
+105
+0.9% +$26.9K 2.04% 13
2024
Q2 		$3.07M Sell
11,947
-246
-2% -$65.8K 1.98% 13
2024
Q1 		$3.67M Buy
12,193
+781
+7% +$225K 2.41% 12
2023
Q4 		$3M Buy
11,412
+241
+2% +$54.5K 2.24% 12
2023
Q3 		$2.27M Buy
11,171
+387
+4% +$83.6K 1.81% 19
2023
Q2 		$2.28M Buy
10,784
+141
+1% +$28.8K 1.78% 20
2023
Q1 		$2.13M Buy
10,643
+176
+2% +$29.7K 1.8% 20
2022
Q4 		$1.39M Sell
10,467
-790
-7% -$115K 1.3% 27
2022
Q3 		$1.62M Buy
11,257
+190
+2% +$32.2K 1.59% 22
2022
Q2 		$1.83M Buy
11,067
+419
+4% +$74K 1.67% 21
2022
Q1 		$2.26M Sell
10,648
-407
-4% -$87.6K 1.85% 20
2021
Q4 		$2.81M Buy
+11,055
New +$3.11M 2.33% 12

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

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

Finer Wealth Management reduced its Salesforce (CRM) stake by 20% in Q1 2026, selling an estimated $546K and leaving 10,735 shares worth $2M. The position accounts for 1% of the portfolio, ranked #28.

Finer Wealth Management first reported a position in CRM in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.03M in Q4 2024. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Finer Wealth Management held 10,735 shares of Salesforce worth $2M as of Q1 2026.
  • Finer Wealth Management sold 2,636 Salesforce shares in Q1 2026, an estimated $546K.
  • Salesforce made up 1% of Finer Wealth Management's portfolio in Q1 2026, its #28 holding.
  • Finer Wealth Management first reported a position in Salesforce in Q4 2021 and has held it in 18 quarters since.
  • Finer Wealth Management's Salesforce position peaked at $4.03M in Q4 2024.
  • 2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

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