HORAN Wealth
CRM icon

HORAN Wealth’s Salesforce CRM Stock Holding History

HORAN Wealth’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
Q3 		$421K Buy
+1,831
New +$378K 0.04% 186

Other funds holding CRM

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

HORAN Wealth's CRM Position: Q3 2026 in Review

HORAN Wealth opened a new position in Salesforce (CRM) in Q3 2026: 1,831 shares worth $421K. The stake represents 0.04% of the portfolio and ranks #186 among its holdings.

2,342 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

  • HORAN Wealth held 1,831 shares of Salesforce worth $421K as of Q3 2026.
  • Salesforce was a new HORAN Wealth position in Q3 2026.
  • Salesforce made up 0.04% of HORAN Wealth's portfolio in Q3 2026, its #186 holding.
  • 2,342 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on HORAN Wealth's 13F filing for Q3 2026, filed 12 Nov 2026.