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Morling Financial Advisors’s Salesforce CRM Stock Holding History

Morling Financial 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 		$213K Hold
1,142
– – 0.07% 70
2025
Q4 		$303K Hold
1,142
– – 0.1% 61
2025
Q3 		$271K Sell
1,142
-214
-16% -$54K 0.09% 61
2025
Q2 		$370K Sell
1,356
-329
-20% -$88K 0.12% 56
2025
Q1 		$452K Buy
1,685
+346
+26% +$108K 0.16% 48
2024
Q4 		$448K Buy
1,339
+13
+1% +$4.15K 0.16% 46
2024
Q3 		$363K Buy
1,326
+144
+12% +$36.9K 0.14% 49
2024
Q2 		$304K Buy
+1,182
New +$316K 0.13% 46
2024
Q1 		– Sell
-939
Closed -$247K – 105
2023
Q4 		$247K Buy
+939
New +$213K 0.2% 51

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

Morling Financial Advisors's CRM Position: Q1 2026 in Review

Morling Financial Advisors held its Salesforce (CRM) position steady in Q1 2026 at 1,142 shares worth $213K. The position accounts for 0.07% of the portfolio, ranked #70.

Morling Financial Advisors first reported a position in CRM in Q4 2023 and has held it in 9 quarters since. The position peaked at $452K in Q1 2025. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Morling Financial Advisors held 1,142 shares of Salesforce worth $213K as of Q1 2026.
  • Morling Financial Advisors left its Salesforce share count unchanged in Q1 2026.
  • Salesforce made up 0.07% of Morling Financial Advisors's portfolio in Q1 2026, its #70 holding.
  • Morling Financial Advisors first reported a position in Salesforce in Q4 2023 and has held it in 9 quarters since.
  • Morling Financial Advisors's Salesforce position peaked at $452K in Q1 2025.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Morling Financial Advisors's 13F filing for Q1 2026, filed 6 May 2026.