FHC
CRM icon

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
Q3 		$256K Buy
+1,114
New +$230K 0.02% 519
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 		$348K 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 		$640K 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

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
KIG
Kessler Investment Group Columbus, Indiana $207M AUM 43.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
PCMC
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return

First Heartland Consultants's CRM Position: Q3 2026 in Review

First Heartland Consultants opened a new position in Salesforce (CRM) in Q3 2026: 1,114 shares worth $256K. The stake represents 0.02% of the portfolio and ranks #519 among its holdings. This is a return to the name: First Heartland Consultants previously reported a position in CRM as recently as Q4 2025.

First Heartland Consultants first reported a position in CRM in Q2 2018 and has held it in 24 quarters since. The position peaked at $853K in Q2 2021. 122 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

  • First Heartland Consultants held 1,114 shares of Salesforce worth $256K as of Q3 2026.
  • Salesforce was a new First Heartland Consultants position in Q3 2026.
  • Salesforce made up 0.02% of First Heartland Consultants's portfolio in Q3 2026, its #519 holding.
  • First Heartland Consultants first reported a position in Salesforce in Q2 2018 and has held it in 24 quarters since.
  • First Heartland Consultants's Salesforce position peaked at $853K in Q2 2021.
  • 122 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on First Heartland Consultants's 13F filing for Q3 2026, filed 8 Oct 2026.