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MASECO Private Wealth’s Salesforce CRM Stock Holding History

MASECO Private 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 		$26K Buy
139
+35
+34% +$7.25K ﹤0.01% 175
2025
Q4 		$27.6K Sell
104
-22
-17% -$5.47K ﹤0.01% 227
2025
Q3 		$29.7K Buy
126
+1
+0.8% +$252 ﹤0.01% 120
2025
Q2 		$34.2K Buy
+125
New +$33.4K ﹤0.01% 201

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

MASECO Private Wealth's CRM Position: Q1 2026 in Review

MASECO Private Wealth increased its Salesforce (CRM) stake by 34% in Q1 2026, buying an estimated $7.25K and bringing the position to 139 shares worth $26K. The position accounts for ﹤0.01% of the portfolio, ranked #175.

MASECO Private Wealth first reported a position in CRM in Q2 2025 and has held it in 4 quarters since. The position peaked at $34.2K in Q2 2025. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • MASECO Private Wealth held 139 shares of Salesforce worth $26K as of Q1 2026.
  • MASECO Private Wealth bought 35 Salesforce shares in Q1 2026, an estimated $7.25K.
  • Salesforce made up ﹤0.01% of MASECO Private Wealth's portfolio in Q1 2026, its #175 holding.
  • MASECO Private Wealth first reported a position in Salesforce in Q2 2025 and has held it in 4 quarters since.
  • MASECO Private Wealth's Salesforce position peaked at $34.2K in Q2 2025.
  • 2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on MASECO Private Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.