Focus Partners Wealth’s Salesforce CRM Stock Holding History

Focus Partners Wealth’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	$177M	Buy	947,077 +51,748	+6%	+$10.7M	0.2%	112
2025 Q4	$237M	Buy	895,329 +644,040	+256%	+$160M	0.27%	78
2025 Q3	$59.6M	Sell	251,289 -557	-0.2%	-$140K	0.1%	189
2025 Q2	$68.7M	Buy	251,846 +20,545	+9%	+$5.49M	0.15%	143
2025 Q1	$62.1M	Buy	231,301 +9,595	+4%	+$2.98M	0.16%	135
2024 Q4	$74.1M	Buy	221,706 +178,697	+415%	+$57M	0.19%	110
2024 Q3	$11.8M	Sell	43,009 -164,135	-79%	-$42M	0.04%	374
2024 Q2	$53.3M	Buy	207,144 +165,108	+393%	+$44.2M	0.18%	128
2024 Q1	$12.7M	Buy	42,036 +22,370	+114%	+$6.45M	0.1%	193
2023 Q4	$5.17M	Buy	+19,666	New	+$4.45M	0.07%	228

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

Focus Partners Wealth's CRM Position: Q1 2026 in Review

Focus Partners Wealth increased its Salesforce (CRM) stake by 5.8% in Q1 2026, buying an estimated $10.7M and bringing the position to 947,077 shares worth $177M. The position accounts for 0.2% of the portfolio, ranked #112.

Focus Partners Wealth first reported a position in CRM in Q4 2023 and has held it in 10 quarters since. The position peaked at $237M in Q4 2025. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Focus Partners Wealth held 947,077 shares of Salesforce worth $177M as of Q1 2026.
Focus Partners Wealth bought 51,748 Salesforce shares in Q1 2026, an estimated $10.7M.
Salesforce made up 0.2% of Focus Partners Wealth's portfolio in Q1 2026, its #112 holding.
Focus Partners Wealth first reported a position in Salesforce in Q4 2023 and has held it in 10 quarters since.
Focus Partners Wealth's Salesforce position peaked at $237M in Q4 2025.
2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.