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Persium Advisors’s Salesforce CRM Stock Holding History

Persium 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 		$690K Buy
3,694
+1,015
+38% +$210K 0.54% 43
2025
Q4 		$710K Buy
2,679
+195
+8% +$48.5K 0.51% 37
2025
Q3 		$589K Buy
2,484
+410
+20% +$103K 0.44% 47
2025
Q2 		$566K Buy
2,074
+121
+6% +$32.3K 0.47% 44
2025
Q1 		$524K Buy
1,953
+134
+7% +$41.7K 0.5% 38
2024
Q4 		$608K Buy
+1,819
New +$581K 0.6% 28

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

Persium Advisors's CRM Position: Q1 2026 in Review

Persium Advisors increased its Salesforce (CRM) stake by 38% in Q1 2026, buying an estimated $210K and bringing the position to 3,694 shares worth $690K. The position accounts for 0.54% of the portfolio, ranked #43.

Persium Advisors first reported a position in CRM in Q4 2024 and has held it in 6 quarters since. The position peaked at $710K in Q4 2025. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Persium Advisors held 3,694 shares of Salesforce worth $690K as of Q1 2026.
  • Persium Advisors bought 1,015 Salesforce shares in Q1 2026, an estimated $210K.
  • Salesforce made up 0.54% of Persium Advisors's portfolio in Q1 2026, its #43 holding.
  • Persium Advisors first reported a position in Salesforce in Q4 2024 and has held it in 6 quarters since.
  • Persium Advisors's Salesforce position peaked at $710K in Q4 2025.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Persium Advisors's 13F filing for Q1 2026, filed 1 May 2026.