Marble Wealth’s Salesforce CRM Stock Holding History

Marble 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 Q1	–	Sell	-3,258	Closed	-$863K	–	235
2025 Q4	$863K	Buy	+3,258	New	+$810K	0.12%	120

Other funds holding CRM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Marble Wealth's CRM Position: Q1 2026 in Review

Marble Wealth sold out of Salesforce (CRM) in Q1 2026, closing a stake of 3,258 shares — an estimated $863K sold.

Marble Wealth first reported a position in CRM in Q4 2025 and held it in 1 quarter. The position peaked at $863K in Q4 2025. 2,688 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Marble Wealth reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
Marble Wealth sold 3,258 Salesforce shares in Q1 2026, an estimated $863K.
Marble Wealth first reported a position in Salesforce in Q4 2025 and held it in 1 quarter.
Marble Wealth's Salesforce position peaked at $863K in Q4 2025.
2,688 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Marble Wealth's 13F filing for Q1 2026, filed 14 May 2026.