Madrona Financial Services’s Salesforce CRM Stock Holding History

Madrona Financial Services’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	–	Sell	-1,046	Closed	-$277K	–	125
2025 Q4	$277K	Sell	1,046 -10	-0.9%	-$2.48K	0.06%	99
2025 Q3	$250K	Buy	1,056 +61	+6%	+$15.4K	0.06%	99
2025 Q2	$271K	Buy	995 +25	+3%	+$6.68K	0.07%	87
2025 Q1	$260K	Sell	970 -25	-3%	-$7.78K	0.07%	84
2024 Q4	$333K	Buy	995 +71	+8%	+$22.7K	0.09%	74
2024 Q3	$253K	Buy	+924	New	+$237K	0.07%	88
2024 Q2	–	Sell	-782	Closed	-$236K	–	102
2024 Q1	$236K	Buy	+782	New	+$226K	0.08%	82
2021 Q4	–	Sell	-790	Closed	-$214K	–	75
2021 Q3	$214K	Buy	+790	New	+$201K	0.1%	61
2021 Q1	–	Sell	-1,174	Closed	-$261K	–	60
2020 Q4	$261K	Buy	+1,174	New	+$285K	0.15%	49

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

Madrona Financial Services's CRM Position: Q1 2026 in Review

Madrona Financial Services sold out of Salesforce (CRM) in Q1 2026, closing a stake of 1,046 shares — an estimated $277K sold.

Madrona Financial Services first reported a position in CRM in Q4 2020 and held it in 9 quarters. The position peaked at $333K in Q4 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Madrona Financial Services reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
Madrona Financial Services sold 1,046 Salesforce shares in Q1 2026, an estimated $277K.
Madrona Financial Services first reported a position in Salesforce in Q4 2020 and held it in 9 quarters.
Madrona Financial Services's Salesforce position peaked at $333K in Q4 2024.
2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Madrona Financial Services's 13F filing for Q1 2026, filed 14 Apr 2026.