Pacific Sun Financial’s Salesforce CRM Stock Holding History

Pacific Sun Financial’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	-812	Closed	-$215K	–	205
2025 Q4	$215K	Buy	+812	New	+$202K	0.1%	188
2025 Q3	–	Sell	-740	Closed	-$202K	–	198
2025 Q2	$202K	Sell	740 -15	-2%	-$4.01K	0.11%	183
2025 Q1	$203K	Buy	755 +2	+0.3%	+$622	0.12%	175
2024 Q4	$252K	Hold	753	–	–	0.14%	157
2024 Q3	$206K	Buy	+753	New	+$193K	0.11%	181
2024 Q2	–	Sell	-758	Closed	-$228K	–	179
2024 Q1	$228K	Buy	+758	New	+$219K	0.13%	169

Other funds holding CRM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Pacific Sun Financial's CRM Position: Q1 2026 in Review

Pacific Sun Financial sold out of Salesforce (CRM) in Q1 2026, closing a stake of 812 shares — an estimated $215K sold.

Pacific Sun Financial first reported a position in CRM in Q1 2024 and held it in 6 quarters. The position peaked at $252K in Q4 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Pacific Sun Financial reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
Pacific Sun Financial sold 812 Salesforce shares in Q1 2026, an estimated $215K.
Pacific Sun Financial first reported a position in Salesforce in Q1 2024 and held it in 6 quarters.
Pacific Sun Financial's Salesforce position peaked at $252K in Q4 2024.
2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Pacific Sun Financial's 13F filing for Q1 2026, filed 8 May 2026.