First Command Advisory Services’s Salesforce CRM Stock Holding History

First Command Advisory Services’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	$155K	Buy	829 +124	+18%	+$25.7K	﹤0.01%	215
2025 Q4	$187K	Buy	705 +31	+5%	+$7.7K	﹤0.01%	186
2025 Q3	$160K	Buy	674 +17	+3%	+$4.29K	﹤0.01%	193
2025 Q2	$179K	Buy	657 +85	+15%	+$22.7K	﹤0.01%	180
2025 Q1	$154K	Buy	572 +39	+7%	+$12.1K	﹤0.01%	188
2024 Q4	$178K	Sell	533 -6	-1%	-$1.92K	﹤0.01%	172
2024 Q3	$148K	Buy	539 +6	+1%	+$1.54K	﹤0.01%	194
2024 Q2	$137K	Buy	533 +28	+6%	+$7.49K	﹤0.01%	184
2024 Q1	$152K	Hold	505	–	–	﹤0.01%	170
2023 Q4	$133K	Sell	505 -45	-8%	-$10.2K	﹤0.01%	172
2023 Q3	$112K	Buy	+550	New	+$119K	﹤0.01%	181
2023 Q1	–	Sell	-15	Closed	–	–	116
2022 Q4	$0	Buy	15 +9	+150%	+$1.31K	﹤0.01%	74
2022 Q3	$0	Buy	+6	New	+$1.02K	﹤0.01%	62
2018 Q2	–	Sell	-8	Closed	–	–	25
2018 Q1	$0	Sell	8 -44	-85%	-$5.05K	﹤0.01%	38
2017 Q4	$5K	Buy	+52	New	+$5.3K	﹤0.01%	24

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 Command Advisory Services's CRM Position: Q1 2026 in Review

First Command Advisory Services increased its Salesforce (CRM) stake by 18% in Q1 2026, buying an estimated $25.7K and bringing the position to 829 shares worth $155K. The position accounts for ﹤0.01% of the portfolio, ranked #215.

First Command Advisory Services first reported a position in CRM in Q4 2017 and has held it in 15 quarters since. The position peaked at $187K in Q4 2025. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

First Command Advisory Services held 829 shares of Salesforce worth $155K as of Q1 2026.
First Command Advisory Services bought 124 Salesforce shares in Q1 2026, an estimated $25.7K.
Salesforce made up ﹤0.01% of First Command Advisory Services's portfolio in Q1 2026, its #215 holding.
First Command Advisory Services first reported a position in Salesforce in Q4 2017 and has held it in 15 quarters since.
First Command Advisory Services's Salesforce position peaked at $187K in Q4 2025.
2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on First Command Advisory Services's 13F filing for Q1 2026, filed 7 May 2026.