Flagship Wealth Advisors’s Salesforce CRM Stock Holding History

Flagship Wealth 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 Q3	$142K	Sell	617 -8	-1%	-$1.65K	0.03%	174
2026 Q2	$97.9K	Buy	625 +617	+7,713%	+$108K	0.02%	205
2026 Q1	$2.18K	Sell	8 -4,134	-100%	-$857K	﹤0.01%	334
2025 Q4	$760K	Sell	4,142 -45	-1%	-$11.2K	0.22%	58
2025 Q3	$704K	Buy	4,187 +4,179	+52,238%	+$1.05M	0.23%	63
2025 Q2	$2.18K	Sell	8 -3,746	-100%	-$1M	﹤0.01%	349
2025 Q1	$500K	Buy	3,754 +3,736	+20,756%	+$1.16M	0.21%	66
2024 Q4	$6.02K	Buy	+18	New	+$5.74K	﹤0.01%	317

Other funds holding CRM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Flagship Wealth Advisors's CRM Position: Q3 2026 in Review

Flagship Wealth Advisors reduced its Salesforce (CRM) stake by 1.3% in Q3 2026, selling an estimated $1.65K and leaving 617 shares worth $142K. The position accounts for 0.03% of the portfolio, ranked #174.

Flagship Wealth Advisors first reported a position in CRM in Q4 2024 and has held it in 8 quarters since. The position peaked at $760K in Q4 2025. 1,548 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

Flagship Wealth Advisors held 617 shares of Salesforce worth $142K as of Q3 2026.
Flagship Wealth Advisors sold 8 Salesforce shares in Q3 2026, an estimated $1.65K.
Salesforce made up 0.03% of Flagship Wealth Advisors's portfolio in Q3 2026, its #174 holding.
Flagship Wealth Advisors first reported a position in Salesforce in Q4 2024 and has held it in 8 quarters since.
Flagship Wealth Advisors's Salesforce position peaked at $760K in Q4 2025.
1,548 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on Flagship Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.