First Affirmative Financial Network’s Salesforce CRM Stock Holding History

First Affirmative Financial Network’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	$965K	Buy	+5,169	New	+$1.07M	0.37%	52
2025 Q3	$831K	Buy	3,507 +572	+19%	+$144K	0.39%	47
2025 Q2	$800K	Sell	2,935 -63	-2%	-$16.8K	0.41%	51
2025 Q1	$805K	Buy	2,998 +65	+2%	+$20.2K	0.49%	41
2024 Q4	$980K	Buy	2,933 +134	+5%	+$42.8K	0.57%	35
2024 Q3	$766K	Buy	2,799 +527	+23%	+$135K	0.42%	58
2024 Q2	$584K	Buy	2,272 +412	+22%	+$110K	0.41%	59
2024 Q1	$560K	Buy	1,860 +232	+14%	+$66.9K	0.41%	60
2023 Q4	$429K	Buy	1,628 +372	+30%	+$84.2K	0.34%	84
2023 Q3	$255K	Buy	+1,256	New	+$271K	0.25%	131
2022 Q2	–	Sell	-1,147	Closed	-$243K	–	145
2022 Q1	$243K	Buy	1,147 +149	+15%	+$32.1K	0.23%	130
2021 Q4	$254K	Buy	998 +99	+11%	+$27.8K	0.23%	128
2021 Q3	$244K	Buy	+899	New	+$228K	0.25%	123

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

First Affirmative Financial Network's CRM Position: Q1 2026 in Review

First Affirmative Financial Network opened a new position in Salesforce (CRM) in Q1 2026: 5,169 shares worth $965K. The stake represents 0.37% of the portfolio and ranks #52 among its holdings. This is a return to the name: First Affirmative Financial Network previously reported a position in CRM as recently as Q3 2025.

First Affirmative Financial Network first reported a position in CRM in Q3 2021 and has held it in 13 quarters since. The position peaked at $980K in Q4 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

First Affirmative Financial Network held 5,169 shares of Salesforce worth $965K as of Q1 2026.
Salesforce was a new First Affirmative Financial Network position in Q1 2026.
Salesforce made up 0.37% of First Affirmative Financial Network's portfolio in Q1 2026, its #52 holding.
First Affirmative Financial Network first reported a position in Salesforce in Q3 2021 and has held it in 13 quarters since.
First Affirmative Financial Network's Salesforce position peaked at $980K in Q4 2024.
2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on First Affirmative Financial Network's 13F filing for Q1 2026, filed 8 May 2026.