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FSB Premier Wealth Management’s Salesforce CRM Stock Holding History

FSB Premier 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
2026
Q1 		$357K Buy
1,910
+55
+3% +$11.4K 0.11% 165
2025
Q4 		$491K Buy
1,855
+41
+2% +$10.2K 0.16% 139
2025
Q3 		$430K Buy
1,814
+20
+1% +$5.04K 0.14% 149
2025
Q2 		$489K Buy
1,794
+187
+12% +$50K 0.17% 132
2025
Q1 		$431K Buy
1,607
+427
+36% +$133K 0.17% 132
2024
Q4 		$395K Buy
1,180
+251
+27% +$80.1K 0.16% 140
2024
Q3 		$254K Buy
+929
New +$238K 0.1% 180

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

FSB Premier Wealth Management's CRM Position: Q1 2026 in Review

FSB Premier Wealth Management increased its Salesforce (CRM) stake by 3% in Q1 2026, buying an estimated $11.4K and bringing the position to 1,910 shares worth $357K. The position accounts for 0.11% of the portfolio, ranked #165.

FSB Premier Wealth Management first reported a position in CRM in Q3 2024 and has held it in 7 quarters since. The position peaked at $491K in Q4 2025. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • FSB Premier Wealth Management held 1,910 shares of Salesforce worth $357K as of Q1 2026.
  • FSB Premier Wealth Management bought 55 Salesforce shares in Q1 2026, an estimated $11.4K.
  • Salesforce made up 0.11% of FSB Premier Wealth Management's portfolio in Q1 2026, its #165 holding.
  • FSB Premier Wealth Management first reported a position in Salesforce in Q3 2024 and has held it in 7 quarters since.
  • FSB Premier Wealth Management's Salesforce position peaked at $491K in Q4 2025.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on FSB Premier Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.