McCarter Private Wealth Services’s Salesforce CRM Stock Holding History

McCarter Private Wealth 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	$926K	Buy	4,958 +1,453	+41%	+$301K	0.4%	62
2025 Q4	$929K	Buy	3,505 +285	+9%	+$70.8K	0.42%	58
2025 Q3	$763K	Buy	3,220 +255	+9%	+$64.3K	0.39%	57
2025 Q2	$809K	Buy	2,965 +170	+6%	+$45.4K	0.46%	48
2025 Q1	$750K	Buy	2,795 +289	+12%	+$89.9K	0.49%	42
2024 Q4	$838K	Buy	2,506 +137	+6%	+$43.7K	0.53%	40
2024 Q3	$648K	Buy	+2,369	New	+$607K	0.41%	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

McCarter Private Wealth Services's CRM Position: Q1 2026 in Review

McCarter Private Wealth Services increased its Salesforce (CRM) stake by 41% in Q1 2026, buying an estimated $301K and bringing the position to 4,958 shares worth $926K. The position accounts for 0.4% of the portfolio, ranked #62.

McCarter Private Wealth Services first reported a position in CRM in Q3 2024 and has held it in 7 quarters since. The position peaked at $929K in Q4 2025. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

McCarter Private Wealth Services held 4,958 shares of Salesforce worth $926K as of Q1 2026.
McCarter Private Wealth Services bought 1,453 Salesforce shares in Q1 2026, an estimated $301K.
Salesforce made up 0.4% of McCarter Private Wealth Services's portfolio in Q1 2026, its #62 holding.
McCarter Private Wealth Services first reported a position in Salesforce in Q3 2024 and has held it in 7 quarters since.
McCarter Private Wealth Services's Salesforce position peaked at $929K in Q4 2025.
2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on McCarter Private Wealth Services's 13F filing for Q1 2026, filed 15 May 2026.