MQWP
CRM icon

Morey & Quinn Wealth Partners’s Salesforce CRM Stock Holding History

Morey & Quinn Wealth Partners’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 		$537K Buy
2,875
+66
+2% +$13.7K 0.38% 65
2025
Q4 		$744K Sell
2,809
-58
-2% -$14.4K 0.53% 50
2025
Q3 		$680K Buy
2,867
+89
+3% +$22.4K 0.5% 49
2025
Q2 		$758K Buy
2,778
+25
+0.9% +$6.68K 0.61% 42
2025
Q1 		$739K Sell
2,753
-41
-1% -$12.8K 0.61% 39
2024
Q4 		$934K Buy
+2,794
New +$892K 0.79% 30

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

Morey & Quinn Wealth Partners's CRM Position: Q1 2026 in Review

Morey & Quinn Wealth Partners increased its Salesforce (CRM) stake by 2.3% in Q1 2026, buying an estimated $13.7K and bringing the position to 2,875 shares worth $537K. The position accounts for 0.38% of the portfolio, ranked #65.

Morey & Quinn Wealth Partners first reported a position in CRM in Q4 2024 and has held it in 6 quarters since. The position peaked at $934K in Q4 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Morey & Quinn Wealth Partners held 2,875 shares of Salesforce worth $537K as of Q1 2026.
  • Morey & Quinn Wealth Partners bought 66 Salesforce shares in Q1 2026, an estimated $13.7K.
  • Salesforce made up 0.38% of Morey & Quinn Wealth Partners's portfolio in Q1 2026, its #65 holding.
  • Morey & Quinn Wealth Partners first reported a position in Salesforce in Q4 2024 and has held it in 6 quarters since.
  • Morey & Quinn Wealth Partners's Salesforce position peaked at $934K in Q4 2024.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Morey & Quinn Wealth Partners's 13F filing for Q1 2026, filed 22 Apr 2026.