Olistico Wealth’s Salesforce CRM Stock Holding History

Olistico Wealth’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 Q3	$6.2K	Hold	27	–	–	﹤0.01%	296
2026 Q2	$4.23K	Sell	27 -59	-69%	-$10.4K	﹤0.01%	294
2026 Q1	$16.1K	Sell	86 -875	-91%	-$181K	0.01%	228
2025 Q4	$255K	Sell	961 -680	-41%	-$169K	0.12%	85
2025 Q3	$389K	Buy	1,641 +4	+0.2%	+$1.01K	0.21%	70
2025 Q2	$446K	Buy	1,637 +15	+0.9%	+$4.01K	0.25%	63
2025 Q1	$435K	Hold	1,622	–	–	0.27%	67
2024 Q4	$542K	Buy	1,622 +50	+3%	+$16K	0.32%	56
2024 Q3	$430K	Hold	1,572	–	–	0.26%	72
2024 Q2	$404K	Buy	1,572 +502	+47%	+$134K	0.26%	73
2024 Q1	$322K	Sell	1,070 -2,231	-68%	-$644K	0.23%	80
2023 Q4	$869K	Buy	3,301 +80	+2%	+$18.1K	0.68%	36
2023 Q3	$653K	Buy	3,221 +12	+0.4%	+$2.59K	0.58%	45
2023 Q2	$678K	Buy	3,209 +475	+17%	+$97K	0.58%	43
2023 Q1	$546K	Hold	2,734	–	–	0.52%	51
2022 Q4	$363K	Buy	+2,734	New	+$399K	0.39%	71

Other funds holding CRM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Banco Santander Madrid, Spain $18.9B AUM 35.04% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Olistico Wealth's CRM Position: Q3 2026 in Review

Olistico Wealth held its Salesforce (CRM) position steady in Q3 2026 at 27 shares worth $6.2K. The position accounts for ﹤0.01% of the portfolio, ranked #296.

Olistico Wealth first reported a position in CRM in Q4 2022 and has held it in 16 quarters since. The position peaked at $869K in Q4 2023. 1,794 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

Olistico Wealth held 27 shares of Salesforce worth $6.2K as of Q3 2026.
Olistico Wealth left its Salesforce share count unchanged in Q3 2026.
Salesforce made up ﹤0.01% of Olistico Wealth's portfolio in Q3 2026, its #296 holding.
Olistico Wealth first reported a position in Salesforce in Q4 2022 and has held it in 16 quarters since.
Olistico Wealth's Salesforce position peaked at $869K in Q4 2023.
1,794 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.