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Gen-Wealth Partners’s Salesforce CRM Stock Holding History

Gen-Wealth 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 		$1.37M Buy
7,314
+871
+14% +$180K 0.43% 57
2025
Q4 		$1.71M Buy
6,443
+342
+6% +$85K 0.55% 48
2025
Q3 		$1.45M Buy
6,101
+1,576
+35% +$397K 0.49% 48
2025
Q2 		$1.23M Buy
4,525
+351
+8% +$93.8K 0.48% 54
2025
Q1 		$1.12M Buy
4,174
+348
+9% +$108K 0.47% 54
2024
Q4 		$1.28M Sell
3,826
-114
-3% -$36.4K 0.55% 45
2024
Q3 		$1.17M Buy
3,940
+47
+1% +$12K 0.51% 41
2024
Q2 		$1M Buy
3,893
+208
+6% +$55.7K 0.48% 48
2024
Q1 		$1.11M Buy
+3,685
New +$1.06M 0.55% 45

Other funds holding CRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Gen-Wealth Partners's CRM Position: Q1 2026 in Review

Gen-Wealth Partners increased its Salesforce (CRM) stake by 14% in Q1 2026, buying an estimated $180K and bringing the position to 7,314 shares worth $1.37M. The position accounts for 0.43% of the portfolio, ranked #57.

Gen-Wealth Partners first reported a position in CRM in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.71M in Q4 2025. 2,677 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Gen-Wealth Partners held 7,314 shares of Salesforce worth $1.37M as of Q1 2026.
  • Gen-Wealth Partners bought 871 Salesforce shares in Q1 2026, an estimated $180K.
  • Salesforce made up 0.43% of Gen-Wealth Partners's portfolio in Q1 2026, its #57 holding.
  • Gen-Wealth Partners first reported a position in Salesforce in Q1 2024 and has held it in 9 quarters since.
  • Gen-Wealth Partners's Salesforce position peaked at $1.71M in Q4 2025.
  • 2,677 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Gen-Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.