FHC
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First Heartland Consultants’s Salesforce CRM Stock Holding History

First Heartland Consultants’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 		– Sell
-1,077
Closed -$285K – 536
2025
Q4 		$285K Sell
1,077
-3
-0.3% -$746 0.02% 433
2025
Q3 		$256K Sell
1,080
-150
-12% -$37.8K 0.02% 444
2025
Q2 		$336K Sell
1,230
-16
-1% -$4.28K 0.03% 360
2025
Q1 		$334K Buy
1,246
+120
+11% +$37.3K 0.03% 324
2024
Q4 		$377K Sell
1,126
-725
-39% -$231K 0.04% 293
2024
Q3 		$507K Buy
1,851
+496
+37% +$127K 0.05% 246
2024
Q2 		$348 Sell
1,355
-35
-3% -$9.37K 0.02% 317
2024
Q1 		$419K Sell
1,390
-157
-10% -$45.3K 0.04% 279
2023
Q4 		$407K Buy
1,547
+41
+3% +$9.28K 0.05% 240
2023
Q3 		$305K Buy
1,506
+155
+11% +$33.5K 0.04% 284
2023
Q2 		$285K Sell
1,351
-248
-16% -$50.6K 0.04% 299
2023
Q1 		$319K Sell
1,599
-83
-5% -$14K 0.05% 271
2022
Q4 		$223K Buy
+1,682
New +$245K 0.04% 333
2022
Q2 		– Sell
-1,860
Closed -$394K – 355
2022
Q1 		$394K Sell
1,860
-662
-26% -$142K 0.06% 214
2021
Q4 		$640 Sell
2,522
-399
-14% -$112K 0.02% 162
2021
Q3 		$792K Sell
2,921
-571
-16% -$145K 0.12% 152
2021
Q2 		$853K Buy
3,492
+607
+21% +$140K 0.13% 145
2021
Q1 		$611K Buy
2,885
+1,876
+186% +$418K 0.1% 172
2020
Q4 		$225K Buy
+1,009
New +$245K 0.04% 301
2019
Q2 		– Sell
-1,441
Closed -$228K – 287
2019
Q1 		$228K Sell
1,441
-360
-20% -$55.8K 0.06% 245
2018
Q4 		$247K Sell
1,801
-313
-15% -$43.1K 0.09% 199
2018
Q3 		$336K Buy
2,114
+29
+1% +$4.3K 0.11% 175
2018
Q2 		$284K Buy
+2,085
New +$266K 0.1% 192

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 Heartland Consultants's CRM Position: Q1 2026 in Review

First Heartland Consultants sold out of Salesforce (CRM) in Q1 2026, closing a stake of 1,077 shares — an estimated $285K sold.

First Heartland Consultants first reported a position in CRM in Q2 2018 and held it in 23 quarters. The position peaked at $853K in Q2 2021. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • First Heartland Consultants reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
  • First Heartland Consultants sold 1,077 Salesforce shares in Q1 2026, an estimated $285K.
  • First Heartland Consultants first reported a position in Salesforce in Q2 2018 and held it in 23 quarters.
  • First Heartland Consultants's Salesforce position peaked at $853K in Q2 2021.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on First Heartland Consultants's 13F filing for Q1 2026, filed 8 Apr 2026.