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Forvis Mazars Wealth Advisors’s Salesforce CRM Stock Holding History

Forvis Mazars 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 		$228K Sell
1,224
-110
-8% -$22.8K ﹤0.01% 386
2025
Q4 		$353K Sell
1,334
-40
-3% -$9.94K 0.01% 331
2025
Q3 		$326K Sell
1,374
-216
-14% -$54.5K 0.01% 343
2025
Q2 		$433K Buy
1,590
+185
+13% +$49.5K 0.01% 306
2025
Q1 		$377K Sell
1,405
-1,295
-48% -$403K 0.01% 331
2024
Q4 		$903K Buy
2,700
+15
+0.6% +$4.79K 0.02% 235
2024
Q3 		$735K Buy
2,685
+1,305
+95% +$334K 0.02% 259
2024
Q2 		$355K Sell
1,380
-270
-16% -$72.2K 0.01% 328
2024
Q1 		$497K Buy
1,650
+257
+18% +$74.2K 0.01% 292
2023
Q4 		$367K Sell
1,393
-346
-20% -$78.3K 0.01% 317
2023
Q3 		$353K Sell
1,739
-1,361
-44% -$294K 0.01% 310
2023
Q2 		$655K Buy
3,100
+92
+3% +$18.8K 0.02% 252
2023
Q1 		$601K Sell
3,008
-15
-0.5% -$2.53K 0.02% 243
2022
Q4 		$401K Sell
3,023
-72
-2% -$10.5K 0.01% 288
2022
Q3 		$445K Sell
3,095
-331
-10% -$56.1K 0.02% 267
2022
Q2 		$565K Buy
3,426
+1,099
+47% +$194K 0.02% 235
2022
Q1 		$494K Buy
2,327
+139
+6% +$29.9K 0.02% 191
2021
Q4 		$556K Buy
2,188
+1,379
+170% +$387K 0.02% 174
2021
Q3 		$219K Buy
+809
New +$205K 0.01% 259
2021
Q1 		– Sell
-2,257
Closed -$502K – 297
2020
Q4 		$502K Sell
2,257
-162
-7% -$39.4K 0.03% 226
2020
Q3 		$608K Buy
2,419
+189
+8% +$41.4K 0.04% 184
2020
Q2 		$418K Buy
+2,230
New +$376K 0.03% 210
2020
Q1 		– Sell
-1,555
Closed -$253K – 288
2019
Q4 		$253K Buy
+1,555
New +$244K 0.02% 257
2019
Q2 		– Sell
-1,400
Closed -$222K – 258
2019
Q1 		$222K Buy
+1,400
New +$217K 0.02% 237

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

Forvis Mazars Wealth Advisors's CRM Position: Q1 2026 in Review

Forvis Mazars Wealth Advisors reduced its Salesforce (CRM) stake by 8.2% in Q1 2026, selling an estimated $22.8K and leaving 1,224 shares worth $228K. The position accounts for ﹤0.01% of the portfolio, ranked #386.

Forvis Mazars Wealth Advisors first reported a position in CRM in Q1 2019 and has held it in 24 quarters since. The position peaked at $903K in Q4 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Forvis Mazars Wealth Advisors held 1,224 shares of Salesforce worth $228K as of Q1 2026.
  • Forvis Mazars Wealth Advisors sold 110 Salesforce shares in Q1 2026, an estimated $22.8K.
  • Salesforce made up ﹤0.01% of Forvis Mazars Wealth Advisors's portfolio in Q1 2026, its #386 holding.
  • Forvis Mazars Wealth Advisors first reported a position in Salesforce in Q1 2019 and has held it in 24 quarters since.
  • Forvis Mazars Wealth Advisors's Salesforce position peaked at $903K in Q4 2024.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.