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Moss Adams Wealth Advisors’s Salesforce CRM Stock Holding History

Moss Adams Wealth 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 		$627K Sell
3,357
-84
-2% -$17.4K 0.05% 119
2025
Q4 		$913K Buy
3,441
+111
+3% +$27.6K 0.07% 87
2025
Q3 		$791K Sell
3,330
-241
-7% -$60.8K 0.06% 94
2025
Q2 		$975K Buy
3,571
+860
+32% +$230K 0.09% 81
2025
Q1 		$728K Buy
2,711
+80
+3% +$24.9K 0.08% 83
2024
Q4 		$881K Buy
2,631
+234
+10% +$74.7K 0.09% 67
2024
Q3 		$657K Buy
2,397
+683
+40% +$175K 0.07% 78
2024
Q2 		$441K Sell
1,714
-157
-8% -$42K 0.06% 89
2024
Q1 		$564K Buy
1,871
+1,042
+126% +$301K 0.09% 71
2023
Q4 		$218K Buy
+829
New +$188K 0.05% 110

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

Moss Adams Wealth Advisors's CRM Position: Q1 2026 in Review

Moss Adams Wealth Advisors reduced its Salesforce (CRM) stake by 2.4% in Q1 2026, selling an estimated $17.4K and leaving 3,357 shares worth $627K. The position accounts for 0.05% of the portfolio, ranked #119.

Moss Adams Wealth Advisors first reported a position in CRM in Q4 2023 and has held it in 10 quarters since. The position peaked at $975K in Q2 2025. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Moss Adams Wealth Advisors held 3,357 shares of Salesforce worth $627K as of Q1 2026.
  • Moss Adams Wealth Advisors sold 84 Salesforce shares in Q1 2026, an estimated $17.4K.
  • Salesforce made up 0.05% of Moss Adams Wealth Advisors's portfolio in Q1 2026, its #119 holding.
  • Moss Adams Wealth Advisors first reported a position in Salesforce in Q4 2023 and has held it in 10 quarters since.
  • Moss Adams Wealth Advisors's Salesforce position peaked at $975K in Q2 2025.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Moss Adams Wealth Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.