MWM
CRM icon

Mindset Wealth Management’s Salesforce CRM Stock Holding History

Mindset Wealth Management’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
-1,150
Closed -$305K – 182
2025
Q4 		$305K Buy
1,150
+100
+10% +$24.9K 0.08% 128
2025
Q3 		$249K Sell
1,050
-300
-22% -$75.7K 0.07% 142
2025
Q2 		$368K Sell
1,350
-106
-7% -$28.3K 0.12% 91
2025
Q1 		$391K Buy
1,456
+195
+15% +$60.6K 0.15% 83
2024
Q4 		$422K Buy
1,261
+12
+1% +$3.83K 0.15% 75
2024
Q3 		$342K Buy
+1,249
New +$320K 0.14% 84

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

Mindset Wealth Management's CRM Position: Q1 2026 in Review

Mindset Wealth Management sold out of Salesforce (CRM) in Q1 2026, closing a stake of 1,150 shares — an estimated $305K sold.

Mindset Wealth Management first reported a position in CRM in Q3 2024 and held it in 6 quarters. The position peaked at $422K in Q4 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Mindset Wealth Management reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
  • Mindset Wealth Management sold 1,150 Salesforce shares in Q1 2026, an estimated $305K.
  • Mindset Wealth Management first reported a position in Salesforce in Q3 2024 and held it in 6 quarters.
  • Mindset Wealth Management's Salesforce position peaked at $422K in Q4 2024.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Mindset Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.