MFWP
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Mosaic Family Wealth Partners’s Salesforce CRM Stock Holding History

Mosaic Family 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 		– Sell
-814
Closed -$216K – 289
2025
Q4 		$216K Buy
+814
New +$202K 0.02% 222
2025
Q3 		– Sell
-999
Closed -$272K – 239
2025
Q2 		$272K Sell
999
-19
-2% -$5.08K 0.03% 190
2025
Q1 		$273K Sell
1,018
-158
-13% -$49.1K 0.04% 181
2024
Q4 		$393K Buy
1,176
+102
+9% +$32.6K 0.06% 144
2024
Q3 		$294K Sell
1,074
-23
-2% -$5.89K 0.04% 168
2024
Q2 		$282K Buy
1,097
+53
+5% +$14.2K 0.05% 156
2024
Q1 		$314K Buy
1,044
+67
+7% +$19.3K 0.05% 152
2023
Q4 		$257K Buy
+977
New +$221K 0.04% 164

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

Mosaic Family Wealth Partners's CRM Position: Q1 2026 in Review

Mosaic Family Wealth Partners sold out of Salesforce (CRM) in Q1 2026, closing a stake of 814 shares — an estimated $216K sold.

Mosaic Family Wealth Partners first reported a position in CRM in Q4 2023 and held it in 8 quarters. The position peaked at $393K in Q4 2024. 2,682 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Mosaic Family Wealth Partners reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
  • Mosaic Family Wealth Partners sold 814 Salesforce shares in Q1 2026, an estimated $216K.
  • Mosaic Family Wealth Partners first reported a position in Salesforce in Q4 2023 and held it in 8 quarters.
  • Mosaic Family Wealth Partners's Salesforce position peaked at $393K in Q4 2024.
  • 2,682 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q1 2026, filed 30 Apr 2026.