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Perfromance Wealth Partners’s Salesforce CRM Stock Holding History

Perfromance Wealth Partners’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 		$746K Sell
3,995
-1,148
-22% -$238K 0.02% 96
2025
Q4 		$1.36M Sell
5,143
-355
-6% -$88.2K 0.04% 66
2025
Q3 		$1.3M Sell
5,498
-1,971
-26% -$497K 0.04% 63
2025
Q2 		$2.04M Buy
7,469
+171
+2% +$45.7K 0.07% 49
2025
Q1 		$1.96M Sell
7,298
-55
-0.7% -$17.1K 0.07% 45
2024
Q4 		$2.46M Buy
7,353
+8
+0.1% +$2.55K 0.08% 42
2024
Q3 		$2M Buy
7,345
+2,521
+52% +$646K 0.07% 47
2024
Q2 		$1.24M Buy
4,824
+2,505
+108% +$670K 0.05% 51
2024
Q1 		$698K Sell
2,319
-45
-2% -$13K 0.03% 75
2023
Q4 		$622K Sell
2,364
-127
-5% -$28.7K 0.03% 89
2023
Q3 		$505K Buy
2,491
+120
+5% +$25.9K 0.02% 104
2023
Q2 		$507K Sell
2,371
-182
-7% -$37.2K 0.02% 115
2023
Q1 		$510K Buy
+2,553
New +$431K 0.03% 108
2022
Q4 		– Sell
-8,553
Closed -$1.23M – 165
2022
Q3 		$1.23M Sell
8,553
-1,014
-11% -$172K 0.07% 60
2022
Q2 		$1.58M Sell
9,567
-1,150
-11% -$203K 0.09% 56
2022
Q1 		$2.27M Sell
10,717
-3,361
-24% -$723K 0.1% 52
2021
Q4 		$3.58M Buy
+14,078
New +$3.96M 0.14% 46

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

Perfromance Wealth Partners's CRM Position: Q1 2026 in Review

Perfromance Wealth Partners reduced its Salesforce (CRM) stake by 22% in Q1 2026, selling an estimated $238K and leaving 3,995 shares worth $746K. The position accounts for 0.02% of the portfolio, ranked #96.

Perfromance Wealth Partners first reported a position in CRM in Q4 2021 and has held it in 17 quarters since. The position peaked at $3.58M in Q4 2021. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Perfromance Wealth Partners held 3,995 shares of Salesforce worth $746K as of Q1 2026.
  • Perfromance Wealth Partners sold 1,148 Salesforce shares in Q1 2026, an estimated $238K.
  • Salesforce made up 0.02% of Perfromance Wealth Partners's portfolio in Q1 2026, its #96 holding.
  • Perfromance Wealth Partners first reported a position in Salesforce in Q4 2021 and has held it in 17 quarters since.
  • Perfromance Wealth Partners's Salesforce position peaked at $3.58M in Q4 2021.
  • 2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Perfromance Wealth Partners's 13F filing for Q1 2026, filed 10 Apr 2026.