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FourThought Financial Partners’s Salesforce CRM Stock Holding History

FourThought Financial Partners’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 		$5.12M Buy
27,414
+5,789
+27% +$1.2M 0.44% 66
2025
Q4 		$5.73M Buy
21,625
+2,638
+14% +$656K 0.48% 60
2025
Q3 		$4.5M Buy
18,987
+1,848
+11% +$466K 0.4% 68
2025
Q2 		$4.67M Buy
17,139
+336
+2% +$89.8K 0.46% 65
2025
Q1 		$4.51M Sell
16,803
-233
-1% -$72.5K 0.47% 62
2024
Q4 		$5.7M Sell
17,036
-9,733
-36% -$3.11M 0.59% 48
2024
Q3 		$7.33M Buy
26,769
+912
+4% +$234K 0.87% 40
2024
Q2 		$6.65M Buy
25,857
+1,955
+8% +$523K 0.86% 42
2024
Q1 		$7.2M Sell
23,902
-1,462
-6% -$422K 0.82% 39
2023
Q4 		$6.67M Sell
25,364
-2,990
-11% -$677K 0.84% 38
2023
Q3 		$5.75M Sell
28,354
-318
-1% -$68.7K 0.8% 39
2023
Q2 		$6.06M Sell
28,672
-858
-3% -$175K 0.8% 39
2023
Q1 		$5.9M Buy
29,530
+2,027
+7% +$342K 0.81% 39
2022
Q4 		$3.65M Buy
+27,503
New +$4.01M 0.53% 49

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

FourThought Financial Partners's CRM Position: Q1 2026 in Review

FourThought Financial Partners increased its Salesforce (CRM) stake by 27% in Q1 2026, buying an estimated $1.2M and bringing the position to 27,414 shares worth $5.12M. The position accounts for 0.44% of the portfolio, ranked #66.

FourThought Financial Partners first reported a position in CRM in Q4 2022 and has held it in 14 quarters since. The position peaked at $7.33M in Q3 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • FourThought Financial Partners held 27,414 shares of Salesforce worth $5.12M as of Q1 2026.
  • FourThought Financial Partners bought 5,789 Salesforce shares in Q1 2026, an estimated $1.2M.
  • Salesforce made up 0.44% of FourThought Financial Partners's portfolio in Q1 2026, its #66 holding.
  • FourThought Financial Partners first reported a position in Salesforce in Q4 2022 and has held it in 14 quarters since.
  • FourThought Financial Partners's Salesforce position peaked at $7.33M in Q3 2024.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

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