MPCL
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My Personal CFO LLC’s Salesforce CRM Stock Holding History

My Personal CFO LLC’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
-860
Closed -$228K – 90
2025
Q4 		$228K Buy
+860
New +$214K 0.1% 88
2025
Q3 		– Sell
-827
Closed -$226K – 112
2025
Q2 		$226K Hold
827
– – 0.1% 87
2025
Q1 		$222K Sell
827
-6
-0.7% -$1.87K 0.11% 83
2024
Q4 		$278K Buy
833
+1
+0.1% +$319 0.14% 76
2024
Q3 		$228K Sell
832
-107
-11% -$27.4K 0.12% 84
2024
Q2 		$241K Buy
939
+90
+11% +$24.1K 0.13% 97
2024
Q1 		$256K Buy
849
+35
+4% +$10.1K 0.15% 88
2023
Q4 		$214K Sell
814
-256
-24% -$57.9K 0.14% 89
2023
Q3 		$217K Buy
+1,070
New +$231K 0.18% 78
2023
Q1 		– Sell
-42
Closed -$5.57K – 231
2022
Q4 		$5.57K Buy
+42
New +$6.13K 0.01% 353

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

My Personal CFO LLC's CRM Position: Q1 2026 in Review

My Personal CFO LLC sold out of Salesforce (CRM) in Q1 2026, closing a stake of 860 shares — an estimated $228K sold.

My Personal CFO LLC first reported a position in CRM in Q4 2022 and held it in 10 quarters. The position peaked at $278K in Q4 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • My Personal CFO LLC reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
  • My Personal CFO LLC sold 860 Salesforce shares in Q1 2026, an estimated $228K.
  • My Personal CFO LLC first reported a position in Salesforce in Q4 2022 and held it in 10 quarters.
  • My Personal CFO LLC's Salesforce position peaked at $278K in Q4 2024.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on My Personal CFO LLC's 13F filing for Q1 2026, filed 22 Apr 2026.