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Founders Financial Alliance’s Salesforce CRM Stock Holding History

Founders Financial Alliance’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 		$227K Sell
1,215
-1,082
-47% -$224K 0.04% 360
2025
Q4 		$608K Sell
2,297
-19
-0.8% -$4.72K 0.11% 173
2025
Q3 		$549K Buy
2,316
+182
+9% +$45.9K 0.1% 181
2025
Q2 		$582K Buy
2,134
+326
+18% +$87.2K 0.13% 156
2025
Q1 		$485K Buy
+1,808
New +$562K 0.12% 179
2024
Q1 		– Sell
-1,031
Closed -$271K – 561
2023
Q4 		$271K Sell
1,031
-78
-7% -$17.7K 0.11% 195
2023
Q3 		$225K Sell
1,109
-385
-26% -$83.2K 0.1% 202
2023
Q2 		$316K Buy
1,494
+415
+38% +$84.7K 0.12% 176
2023
Q1 		$214K Buy
+1,079
New +$182K 0.11% 194
2022
Q1 		– Sell
-1,128
Closed -$287K – 444
2021
Q4 		$287K Buy
+1,128
New +$317K 0.12% 186
2021
Q3 		– Sell
-917
Closed -$223K – 462
2021
Q2 		$223K Buy
+917
New +$211K 0.1% 215
2021
Q1 		– Sell
-976
Closed -$219K – 464
2020
Q4 		$219K Buy
976
+678
+228% +$165K 0.12% 184
2020
Q3 		$75K Buy
+298
New +$65.2K 0.04% 311

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

Founders Financial Alliance's CRM Position: Q1 2026 in Review

Founders Financial Alliance reduced its Salesforce (CRM) stake by 47% in Q1 2026, selling an estimated $224K and leaving 1,215 shares worth $227K. The position accounts for 0.04% of the portfolio, ranked #360.

Founders Financial Alliance first reported a position in CRM in Q3 2020 and has held it in 13 quarters since. The position peaked at $608K in Q4 2025. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Founders Financial Alliance held 1,215 shares of Salesforce worth $227K as of Q1 2026.
  • Founders Financial Alliance sold 1,082 Salesforce shares in Q1 2026, an estimated $224K.
  • Salesforce made up 0.04% of Founders Financial Alliance's portfolio in Q1 2026, its #360 holding.
  • Founders Financial Alliance first reported a position in Salesforce in Q3 2020 and has held it in 13 quarters since.
  • Founders Financial Alliance's Salesforce position peaked at $608K in Q4 2025.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Founders Financial Alliance's 13F filing for Q1 2026, filed 11 May 2026.