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 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	+$5.75K	﹤0.01%	317

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

Flagship Wealth Advisors's CRM Position: Q1 2026 in Review

Flagship Wealth Advisors reduced its Salesforce (CRM) stake by 100% in Q1 2026, selling an estimated $857K and leaving 8 shares worth $2.18K. The position accounts for ﹤0.01% of the portfolio, ranked #334.

Flagship Wealth Advisors first reported a position in CRM in Q4 2024 and has held it in 6 quarters since. The position peaked at $760K in Q4 2025. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Flagship Wealth Advisors held 8 shares of Salesforce worth $2.18K as of Q1 2026.
Flagship Wealth Advisors sold 4,134 Salesforce shares in Q1 2026, an estimated $857K.
Salesforce made up ﹤0.01% of Flagship Wealth Advisors's portfolio in Q1 2026, its #334 holding.
Flagship Wealth Advisors first reported a position in Salesforce in Q4 2024 and has held it in 6 quarters since.
Flagship Wealth Advisors's Salesforce position peaked at $760K in Q4 2025.
2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Flagship Wealth Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.