Moran Wealth Management’s Salesforce CRM Stock Holding History

Moran 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	$5.19M	Sell	27,788 -10,009	-26%	-$2.07M	0.16%	189
2025 Q4	$10M	Sell	37,797 -1,999	-5%	-$497K	0.31%	104
2025 Q3	$9.43M	Buy	39,796 +19,450	+96%	+$4.91M	0.28%	111
2025 Q2	$5.55M	Sell	20,346 -3,056	-13%	-$817K	0.17%	168
2025 Q1	$6.28M	Buy	23,402 +139	+0.6%	+$43.2K	0.21%	144
2024 Q4	$7.78M	Sell	23,263 -289	-1%	-$92.2K	0.25%	120
2024 Q3	$6.45M	Sell	23,552 -55,715	-70%	-$14.3M	0.2%	143
2024 Q2	$20.4M	Buy	79,267 +12,731	+19%	+$3.41M	0.67%	40
2024 Q1	$20M	Sell	66,536 -190	-0.3%	-$54.8K	0.65%	45
2023 Q4	$17.6M	Sell	66,726 -3,731	-5%	-$844K	0.62%	45
2023 Q3	$14.3M	Buy	+70,457	New	+$15.2M	0.55%	65

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

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

Moran Wealth Management reduced its Salesforce (CRM) stake by 26% in Q1 2026, selling an estimated $2.07M and leaving 27,788 shares worth $5.19M. The position accounts for 0.16% of the portfolio, ranked #189.

Moran Wealth Management first reported a position in CRM in Q3 2023 and has held it in 11 quarters since. The position peaked at $20.4M in Q2 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Moran Wealth Management held 27,788 shares of Salesforce worth $5.19M as of Q1 2026.
Moran Wealth Management sold 10,009 Salesforce shares in Q1 2026, an estimated $2.07M.
Salesforce made up 0.16% of Moran Wealth Management's portfolio in Q1 2026, its #189 holding.
Moran Wealth Management first reported a position in Salesforce in Q3 2023 and has held it in 11 quarters since.
Moran Wealth Management's Salesforce position peaked at $20.4M in Q2 2024.
2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Moran Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.