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Prasad Wealth Partners’s Salesforce CRM Stock Holding History

Prasad Wealth Partners’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
-995
Closed -$264K – 148
2025
Q4 		$264K Sell
995
-80
-7% -$19.9K 0.07% 117
2025
Q3 		$255K Sell
1,075
-13
-1% -$3.28K 0.07% 113
2025
Q2 		$297K Buy
1,088
+62
+6% +$16.6K 0.09% 94
2025
Q1 		$275K Sell
1,026
-2
-0.2% -$622 0.09% 92
2024
Q4 		$344K Buy
+1,028
New +$328K 0.11% 76

Other funds holding CRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Prasad Wealth Partners's CRM Position: Q1 2026 in Review

Prasad Wealth Partners sold out of Salesforce (CRM) in Q1 2026, closing a stake of 995 shares — an estimated $264K sold.

Prasad Wealth Partners first reported a position in CRM in Q4 2024 and held it in 5 quarters. The position peaked at $344K in Q4 2024. 2,682 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Prasad Wealth Partners reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
  • Prasad Wealth Partners sold 995 Salesforce shares in Q1 2026, an estimated $264K.
  • Prasad Wealth Partners first reported a position in Salesforce in Q4 2024 and held it in 5 quarters.
  • Prasad Wealth Partners's Salesforce position peaked at $344K in Q4 2024.
  • 2,682 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Prasad Wealth Partners's 13F filing for Q1 2026, filed 27 Apr 2026.