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First Foundation Advisors’s Salesforce CRM Stock Holding History

First Foundation Advisors’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 		$522K Buy
2,794
+8
+0.3% +$1.66K 0.02% 231
2025
Q4 		$738K Buy
2,786
+43
+2% +$10.7K 0.03% 194
2025
Q3 		$650K Sell
2,743
-1,649
-38% -$416K 0.02% 210
2025
Q2 		$1.2M Buy
4,392
+3,058
+229% +$818K 0.04% 174
2025
Q1 		$358K Sell
1,334
-118
-8% -$36.7K 0.01% 253
2024
Q4 		$485K Buy
1,452
+30
+2% +$9.57K 0.02% 232
2024
Q3 		$389K Buy
1,422
+854
+150% +$219K 0.01% 258
2024
Q2 		$146K Sell
568
-260
-31% -$69.6K 0.01% 345
2024
Q1 		$249K Buy
828
+228
+38% +$65.8K 0.01% 310
2023
Q4 		$158K Sell
600
-2,288
-79% -$518K 0.01% 355
2023
Q3 		$586K Buy
2,888
+246
+9% +$53.2K 0.03% 234
2023
Q2 		$558K Sell
2,642
-955
-27% -$195K 0.02% 230
2023
Q1 		$719K Sell
3,597
-1,461
-29% -$247K 0.03% 201
2022
Q4 		$671K Sell
5,058
-3,027
-37% -$442K 0.03% 214
2022
Q3 		$1.16M Sell
8,085
-11,060
-58% -$1.88M 0.06% 158
2022
Q2 		$3.16M Sell
19,145
-6,431
-25% -$1.14M 0.14% 97
2022
Q1 		$5.43M Sell
25,576
-41,584
-62% -$8.95M 0.2% 76
2021
Q4 		$17.1M Sell
67,160
-41,442
-38% -$11.6M 0.59% 48
2021
Q3 		$29.5M Buy
108,602
+4,894
+5% +$1.24M 1.1% 20
2021
Q2 		$25.3M Buy
103,708
+1,237
+1% +$285K 0.98% 24
2021
Q1 		$21.7M Sell
102,471
-233
-0.2% -$51.9K 0.93% 26
2020
Q4 		$22.9M Buy
102,704
+1,306
+1% +$318K 1.01% 25
2020
Q3 		$25.5M Buy
101,398
+133
+0.1% +$29.1K 1.18% 16
2020
Q2 		$19M Sell
101,265
-74,942
-43% -$12.6M 0.98% 21
2020
Q1 		$25.4M Buy
176,207
+37,080
+27% +$6.36M 1.55% 12
2019
Q4 		$22.6M Buy
139,127
+90,165
+184% +$14.1M 1.12% 18
2019
Q3 		$7.27M Buy
48,962
+46,953
+2,337% +$7.14M 0.39% 54
2019
Q2 		$305K Hold
2,009
– – 0.02% 273
2019
Q1 		$318K Sell
2,009
-4,572
-69% -$709K 0.02% 258
2018
Q4 		$901K Buy
6,581
+5,269
+402% +$725K 0.06% 192
2018
Q3 		$209K Buy
+1,312
New +$195K 0.01% 326

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

First Foundation Advisors's CRM Position: Q1 2026 in Review

First Foundation Advisors increased its Salesforce (CRM) stake by 0.29% in Q1 2026, buying an estimated $1.66K and bringing the position to 2,794 shares worth $522K. The position accounts for 0.02% of the portfolio, ranked #231.

First Foundation Advisors first reported a position in CRM in Q3 2018 and has held it in 31 quarters since. The position peaked at $29.5M in Q3 2021. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • First Foundation Advisors held 2,794 shares of Salesforce worth $522K as of Q1 2026.
  • First Foundation Advisors bought 8 Salesforce shares in Q1 2026, an estimated $1.66K.
  • Salesforce made up 0.02% of First Foundation Advisors's portfolio in Q1 2026, its #231 holding.
  • First Foundation Advisors first reported a position in Salesforce in Q3 2018 and has held it in 31 quarters since.
  • First Foundation Advisors's Salesforce position peaked at $29.5M in Q3 2021.
  • 2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on First Foundation Advisors's 13F filing for Q1 2026, filed 4 May 2026.