PWM
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Power Wealth Management’s Salesforce CRM Stock Holding History

Power Wealth 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 		$1.56M Sell
8,332
-638
-7% -$132K 0.58% 34
2025
Q4 		$2.38M Buy
8,970
+426
+5% +$106K 0.84% 21
2025
Q3 		$2.02M Buy
8,544
+552
+7% +$139K 0.74% 27
2025
Q2 		$2.18M Sell
7,992
-150
-2% -$40.1K 0.84% 28
2025
Q1 		$2.19M Buy
8,142
+181
+2% +$56.3K 0.88% 26
2024
Q4 		$2.66M Sell
7,961
-65
-0.8% -$20.7K 1.11% 22
2024
Q3 		$2.2M Buy
8,026
+904
+13% +$232K 0.94% 22
2024
Q2 		$1.83M Buy
7,122
+309
+5% +$82.7K 0.87% 24
2024
Q1 		$2.05M Buy
6,813
+234
+4% +$67.5K 1.29% 20
2023
Q4 		$1.73M Buy
+6,579
New +$1.49M 1.2% 22

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

Power Wealth Management's CRM Position: Q1 2026 in Review

Power Wealth Management reduced its Salesforce (CRM) stake by 7.1% in Q1 2026, selling an estimated $132K and leaving 8,332 shares worth $1.56M. The position accounts for 0.58% of the portfolio, ranked #34.

Power Wealth Management first reported a position in CRM in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.66M in Q4 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Power Wealth Management held 8,332 shares of Salesforce worth $1.56M as of Q1 2026.
  • Power Wealth Management sold 638 Salesforce shares in Q1 2026, an estimated $132K.
  • Salesforce made up 0.58% of Power Wealth Management's portfolio in Q1 2026, its #34 holding.
  • Power Wealth Management first reported a position in Salesforce in Q4 2023 and has held it in 10 quarters since.
  • Power Wealth Management's Salesforce position peaked at $2.66M in Q4 2024.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Power Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.