PCS
CRM icon

Personal CFO Solutions’s Salesforce CRM Stock Holding History

Personal CFO Solutions’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 		$728K Buy
3,901
+5
+0.1% +$1.04K 0.1% 175
2025
Q4 		$1.03M Buy
3,896
+173
+5% +$43K 0.16% 119
2025
Q3 		$882K Sell
3,723
-468
-11% -$118K 0.15% 132
2025
Q2 		$1.14M Buy
4,191
+547
+15% +$146K 0.21% 94
2025
Q1 		$978K Sell
3,644
-942
-21% -$293K 0.2% 102
2024
Q4 		$1.53M Buy
4,586
+292
+7% +$93.2K 0.3% 61
2024
Q3 		$1.18M Sell
4,294
-3,688
-46% -$945K 0.16% 117
2024
Q2 		$2.05M Sell
7,982
-206
-3% -$55.1K 0.32% 60
2024
Q1 		$2.47M Buy
8,188
+467
+6% +$135K 0.38% 48
2023
Q4 		$2.03M Sell
7,721
-574
-7% -$130K 0.35% 53
2023
Q3 		$1.68M Buy
8,295
+793
+11% +$171K 0.33% 63
2023
Q2 		$1.58M Sell
7,502
-1,558
-17% -$318K 0.32% 65
2023
Q1 		$1.81M Buy
9,060
+469
+5% +$79.2K 0.37% 58
2022
Q4 		$1.14M Sell
8,591
-574
-6% -$83.8K 0.24% 76
2022
Q3 		$1.32M Buy
9,165
+1,429
+18% +$242K 0.33% 55
2022
Q2 		$1.28M Buy
7,736
+238
+3% +$42.1K 0.3% 57
2022
Q1 		$1.59M Buy
7,498
+279
+4% +$60K 0.31% 55
2021
Q4 		$1.83M Buy
7,219
+179
+3% +$50.3K 0.34% 53
2021
Q3 		$1.91M Sell
7,040
-12
-0.2% -$3.05K 0.39% 46
2021
Q2 		$1.72M Sell
7,052
-706
-9% -$163K 0.35% 55
2021
Q1 		$1.64M Buy
7,758
+1,366
+21% +$304K 0.36% 56
2020
Q4 		$1.42M Sell
6,392
-45
-0.7% -$10.9K 0.35% 60
2020
Q3 		$2K Sell
6,437
-168
-3% -$36.8K 0.67% 34
2020
Q2 		$1.24M Sell
6,605
-67
-1% -$11.3K 0.37% 64
2020
Q1 		$961K Buy
6,672
+2,451
+58% +$420K 0.35% 64
2019
Q4 		$685K Buy
+4,221
New +$662K 0.2% 108

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

Personal CFO Solutions's CRM Position: Q1 2026 in Review

Personal CFO Solutions increased its Salesforce (CRM) stake by 0.13% in Q1 2026, buying an estimated $1.04K and bringing the position to 3,901 shares worth $728K. The position accounts for 0.1% of the portfolio, ranked #175.

Personal CFO Solutions first reported a position in CRM in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.47M in Q1 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Personal CFO Solutions held 3,901 shares of Salesforce worth $728K as of Q1 2026.
  • Personal CFO Solutions bought 5 Salesforce shares in Q1 2026, an estimated $1.04K.
  • Salesforce made up 0.1% of Personal CFO Solutions's portfolio in Q1 2026, its #175 holding.
  • Personal CFO Solutions first reported a position in Salesforce in Q4 2019 and has held it in 26 quarters since.
  • Personal CFO Solutions's Salesforce position peaked at $2.47M in Q1 2024.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.