Frazier Financial Advisors’s Salesforce CRM Stock Holding History

Frazier Financial 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	$110K	Buy	587 +119	+25%	+$24.7K	0.06%	105
2025 Q4	$124K	Hold	468	–	–	0.07%	93
2025 Q3	$111K	Buy	468 +1	+0.2%	+$252	0.07%	91
2025 Q2	$127K	Buy	467 +14	+3%	+$3.74K	0.09%	84
2025 Q1	$121K	Buy	453 +33	+8%	+$10.3K	0.09%	74
2024 Q4	$141K	Sell	420 -119	-22%	-$38K	0.11%	70
2024 Q3	$147K	Sell	539 -25	-4%	-$6.4K	0.11%	71
2024 Q2	$145K	Buy	564 +123	+28%	+$32.9K	0.12%	77
2024 Q1	$133K	Buy	441 +356	+419%	+$103K	0.11%	79
2023 Q4	$22.4K	Buy	+85	New	+$19.2K	0.02%	222

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

Frazier Financial Advisors's CRM Position: Q1 2026 in Review

Frazier Financial Advisors increased its Salesforce (CRM) stake by 25% in Q1 2026, buying an estimated $24.7K and bringing the position to 587 shares worth $110K. The position accounts for 0.06% of the portfolio, ranked #105.

Frazier Financial Advisors first reported a position in CRM in Q4 2023 and has held it in 10 quarters since. The position peaked at $147K in Q3 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Frazier Financial Advisors held 587 shares of Salesforce worth $110K as of Q1 2026.
Frazier Financial Advisors bought 119 Salesforce shares in Q1 2026, an estimated $24.7K.
Salesforce made up 0.06% of Frazier Financial Advisors's portfolio in Q1 2026, its #105 holding.
Frazier Financial Advisors first reported a position in Salesforce in Q4 2023 and has held it in 10 quarters since.
Frazier Financial Advisors's Salesforce position peaked at $147K in Q3 2024.
2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Frazier Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.