Focused Wealth Management’s Salesforce CRM Stock Holding History

Focused Wealth Management’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
2024 Q4	–	Sell	-14,000	Closed	-$3.83M	–	198
2024 Q3	$3.83M	Buy	+14,000	New	+$3.59M	0.5%	30
2022 Q2	–	Sell	-14,000	Closed	-$41K	–	945
2022 Q1	$41K	Buy	14,000 +11,200	+400%	+$2.41M	0.01%	330
2021 Q4	$10K	Buy	+2,800	New	+$787K	﹤0.01%	584
2021 Q3	–	Sell	-2,800	Closed	-$23K	–	1010
2021 Q2	$23K	Buy	+2,800	New	+$645K	﹤0.01%	485
2017 Q2	–	Sell	-18,000	Closed	-$28K	–	706
2017 Q1	$28K	Buy	+18,000	New	+$1.44M	0.01%	341

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

Focused Wealth Management's CRM Position: Q1 2026 in Review

Focused Wealth Management increased its Salesforce (CRM) stake by 5.5% in Q1 2026, buying an estimated $12.2K and bringing the position to 1,126 shares worth $210K. The position accounts for 0.02% of the portfolio, ranked #186.

Focused Wealth Management first reported a position in CRM in Q2 2015 and has held it in 32 quarters since. The position peaked at $667K in Q4 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Focused Wealth Management held 1,126 shares of Salesforce worth $210K as of Q1 2026.
Focused Wealth Management bought 59 Salesforce shares in Q1 2026, an estimated $12.2K.
Salesforce made up 0.02% of Focused Wealth Management's portfolio in Q1 2026, its #186 holding.
Focused Wealth Management first reported a position in Salesforce in Q2 2015 and has held it in 32 quarters since.
Focused Wealth Management's Salesforce position peaked at $667K in Q4 2024.
2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Focused Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.