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Florida Financial Advisors’s Salesforce CRM Stock Holding History

Florida Financial 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 		$600K Sell
3,216
-87
-3% -$18K 0.14% 148
2025
Q4 		$873K Buy
3,303
+1,884
+133% +$468K 0.24% 103
2025
Q3 		$337K Sell
1,419
-559
-28% -$141K 0.1% 184
2025
Q2 		$539K Buy
1,978
+256
+15% +$68.4K 0.18% 128
2025
Q1 		$462K Sell
1,722
-250
-13% -$77.8K 0.18% 116
2024
Q4 		$659K Buy
1,972
+1,030
+109% +$329K 0.29% 65
2024
Q3 		$258K Sell
942
-254
-21% -$65.1K 0.13% 144
2024
Q2 		$305K Sell
1,196
-7
-0.6% -$1.87K 0.18% 94
2024
Q1 		$362K Buy
1,203
+317
+36% +$91.5K 0.27% 66
2023
Q4 		$231K Buy
+886
New +$201K 0.21% 95

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

Florida Financial Advisors's CRM Position: Q1 2026 in Review

Florida Financial Advisors reduced its Salesforce (CRM) stake by 2.6% in Q1 2026, selling an estimated $18K and leaving 3,216 shares worth $600K. The position accounts for 0.14% of the portfolio, ranked #148.

Florida Financial Advisors first reported a position in CRM in Q4 2023 and has held it in 10 quarters since. The position peaked at $873K in Q4 2025. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Florida Financial Advisors held 3,216 shares of Salesforce worth $600K as of Q1 2026.
  • Florida Financial Advisors sold 87 Salesforce shares in Q1 2026, an estimated $18K.
  • Salesforce made up 0.14% of Florida Financial Advisors's portfolio in Q1 2026, its #148 holding.
  • Florida Financial Advisors first reported a position in Salesforce in Q4 2023 and has held it in 10 quarters since.
  • Florida Financial Advisors's Salesforce position peaked at $873K in Q4 2025.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Florida Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.