Medallion Wealth Advisors’s Salesforce CRM Stock Holding History

Medallion Wealth Advisors’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	$45K	Buy	241 +124	+106%	+$25.7K	0.01%	492
2025 Q4	$31K	Buy	117 +6	+5%	+$1.49K	0.01%	562
2025 Q3	$26.3K	Sell	111 -12	-10%	-$3.03K	0.01%	585
2025 Q2	$33.5K	Hold	123	–	–	0.01%	536
2025 Q1	$33.2K	Buy	123 +22	+22%	+$6.84K	0.02%	498
2024 Q4	$31K	Buy	+101	New	+$32.2K	0.02%	488

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

Medallion Wealth Advisors's CRM Position: Q1 2026 in Review

Medallion Wealth Advisors increased its Salesforce (CRM) stake by 106% in Q1 2026, buying an estimated $25.7K and bringing the position to 241 shares worth $45K. The position accounts for 0.01% of the portfolio, ranked #492.

Medallion Wealth Advisors first reported a position in CRM in Q4 2024 and has held it in 6 quarters since. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Medallion Wealth Advisors held 241 shares of Salesforce worth $45K as of Q1 2026.
Medallion Wealth Advisors bought 124 Salesforce shares in Q1 2026, an estimated $25.7K.
Salesforce made up 0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #492 holding.
Medallion Wealth Advisors first reported a position in Salesforce in Q4 2024 and has held it in 6 quarters since.
2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.