MWA
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Midland Wealth Advisors’s Salesforce CRM Stock Holding History

Midland 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 		– Sell
-1,133
Closed -$300K – 162
2025
Q4 		$300K Sell
1,133
-837
-42% -$208K 0.02% 140
2025
Q3 		$467K Sell
1,970
-733
-27% -$185K 0.03% 118
2025
Q2 		$737K Sell
2,703
-270
-9% -$72.2K 0.04% 92
2025
Q1 		$798K Buy
2,973
+86
+3% +$26.7K 0.05% 91
2024
Q4 		$965K Sell
2,887
-118
-4% -$37.7K 0.06% 84
2024
Q3 		$823K Buy
3,005
+36
+1% +$9.22K 0.05% 106
2024
Q2 		$763K Buy
2,969
+24
+0.8% +$6.42K 0.05% 108
2024
Q1 		$887K Sell
2,945
-227
-7% -$65.5K 0.05% 98
2023
Q4 		$835K Buy
+3,172
New +$718K 0.06% 101

Other funds holding CRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

Midland Wealth Advisors sold out of Salesforce (CRM) in Q1 2026, closing a stake of 1,133 shares — an estimated $300K sold.

Midland Wealth Advisors first reported a position in CRM in Q4 2023 and held it in 9 quarters. The position peaked at $965K in Q4 2024. 2,682 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Midland Wealth Advisors reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
  • Midland Wealth Advisors sold 1,133 Salesforce shares in Q1 2026, an estimated $300K.
  • Midland Wealth Advisors first reported a position in Salesforce in Q4 2023 and held it in 9 quarters.
  • Midland Wealth Advisors's Salesforce position peaked at $965K in Q4 2024.
  • 2,682 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Midland Wealth Advisors's 13F filing for Q1 2026, filed 7 May 2026.