PFM
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Phillips Financial Management’s Salesforce CRM Stock Holding History

Phillips Financial Management’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
-806
Closed -$214K – 288
2025
Q4 		$214K Buy
+806
New +$200K 0.01% 200

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

Phillips Financial Management's CRM Position: Q1 2026 in Review

Phillips Financial Management sold out of Salesforce (CRM) in Q1 2026, closing a stake of 806 shares — an estimated $214K sold.

Phillips Financial Management first reported a position in CRM in Q4 2025 and held it in 1 quarter. The position peaked at $214K in Q4 2025. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Phillips Financial Management reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
  • Phillips Financial Management sold 806 Salesforce shares in Q1 2026, an estimated $214K.
  • Phillips Financial Management first reported a position in Salesforce in Q4 2025 and held it in 1 quarter.
  • Phillips Financial Management's Salesforce position peaked at $214K in Q4 2025.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Phillips Financial Management's 13F filing for Q1 2026, filed 16 Apr 2026.