Peterson Wealth Services
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Peterson Wealth Services’s Salesforce CRM Stock Holding History

Peterson Wealth Services’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 		$356K Buy
1,549
+54
+4% +$11.1K 0.08% 110
2026
Q2 		$234K Buy
1,495
+30
+2% +$5.28K 0.05% 121
2026
Q1 		$274K Sell
1,465
-716
-33% -$148K 0.07% 115
2025
Q4 		$578K Sell
2,181
-1,275
-37% -$317K 0.15% 89
2025
Q3 		$516K Buy
3,456
+1,321
+62% +$333K 0.13% 96
2025
Q2 		$582K Buy
2,135
+4
+0.2% +$1.07K 0.16% 87
2025
Q1 		$572K Sell
2,131
-74
-3% -$23K 0.18% 82
2024
Q4 		$737K Buy
2,205
+89
+4% +$28.4K 0.22% 79
2024
Q3 		$579K Buy
2,116
+101
+5% +$25.9K 0.19% 87
2024
Q2 		$518K Buy
2,015
+32
+2% +$8.56K 0.18% 88
2024
Q1 		$597K Sell
1,983
-9
-0.5% -$2.6K 0.22% 83
2023
Q4 		$524K Sell
1,992
-4
-0.2% -$905 0.22% 60
2023
Q3 		$405K Buy
1,996
+92
+5% +$19.9K 0.3% 49
2023
Q2 		$402K Buy
1,904
+40
+2% +$8.16K 0.19% 69
2023
Q1 		$372K Sell
1,864
-136
-7% -$23K 0.19% 74
2022
Q4 		$265K Buy
2,000
+10
+0.5% +$1.46K 0.15% 75
2022
Q3 		$286K Sell
1,990
-3
-0.2% -$509 0.2% 73
2022
Q2 		$329K Sell
1,993
-6,853
-77% -$1.21M 0.24% 71
2022
Q1 		$1.88M Buy
8,846
+1,279
+17% +$275K 1.15% 35
2021
Q4 		$1.92M Buy
+7,567
New +$2.13M 1.28% 36

Other funds holding CRM

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

Peterson Wealth Services's CRM Position: Q3 2026 in Review

Peterson Wealth Services increased its Salesforce (CRM) stake by 3.6% in Q3 2026, buying an estimated $11.1K and bringing the position to 1,549 shares worth $356K. The position accounts for 0.08% of the portfolio, ranked #110.

Peterson Wealth Services first reported a position in CRM in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.92M in Q4 2021. 2,342 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

  • Peterson Wealth Services held 1,549 shares of Salesforce worth $356K as of Q3 2026.
  • Peterson Wealth Services bought 54 Salesforce shares in Q3 2026, an estimated $11.1K.
  • Salesforce made up 0.08% of Peterson Wealth Services's portfolio in Q3 2026, its #110 holding.
  • Peterson Wealth Services first reported a position in Salesforce in Q4 2021 and has held it in 20 quarters since.
  • Peterson Wealth Services's Salesforce position peaked at $1.92M in Q4 2021.
  • 2,342 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on Peterson Wealth Services's 13F filing for Q3 2026, filed 26 Oct 2026.