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Muirfield Wealth Advisors’s Salesforce CRM Stock Holding History

Muirfield 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 		$230K Buy
1,234
+70
+6% +$14.5K 0.17% 72
2025
Q4 		$308K Sell
1,164
-139
-11% -$34.5K 0.23% 60
2025
Q3 		$309K Sell
1,303
-150
-10% -$37.8K 0.23% 58
2025
Q2 		$396K Sell
1,453
-24
-2% -$6.42K 0.32% 54
2025
Q1 		$396K Buy
1,477
+20
+1% +$6.22K 0.34% 51
2024
Q4 		$487K Buy
1,457
+33
+2% +$10.5K 0.4% 45
2024
Q3 		$390K Buy
1,424
+324
+29% +$83K 0.33% 51
2024
Q2 		$283K Buy
1,100
+68
+7% +$18.2K 0.27% 53
2024
Q1 		$311K Hold
1,032
– – 0.3% 50
2023
Q4 		$272K Buy
+1,032
New +$234K 0.29% 49

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

Muirfield Wealth Advisors's CRM Position: Q1 2026 in Review

Muirfield Wealth Advisors increased its Salesforce (CRM) stake by 6% in Q1 2026, buying an estimated $14.5K and bringing the position to 1,234 shares worth $230K. The position accounts for 0.17% of the portfolio, ranked #72.

Muirfield Wealth Advisors first reported a position in CRM in Q4 2023 and has held it in 10 quarters since. The position peaked at $487K in Q4 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Muirfield Wealth Advisors held 1,234 shares of Salesforce worth $230K as of Q1 2026.
  • Muirfield Wealth Advisors bought 70 Salesforce shares in Q1 2026, an estimated $14.5K.
  • Salesforce made up 0.17% of Muirfield Wealth Advisors's portfolio in Q1 2026, its #72 holding.
  • Muirfield Wealth Advisors first reported a position in Salesforce in Q4 2023 and has held it in 10 quarters since.
  • Muirfield Wealth Advisors's Salesforce position peaked at $487K in Q4 2024.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Muirfield Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.