Precedent Wealth Partners
CRM icon

Precedent Wealth Partners’s Salesforce CRM Stock Holding History

Precedent 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
Q3 		$268K Buy
+1,168
New +$241K 0.04% 173
2024
Q2 		– Sell
-904
Closed -$272K – 137
2024
Q1 		$272K Hold
904
– – 0.12% 121
2023
Q4 		$238K Buy
+904
New +$205K 0.12% 123

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

Precedent Wealth Partners's CRM Position: Q3 2026 in Review

Precedent Wealth Partners opened a new position in Salesforce (CRM) in Q3 2026: 1,168 shares worth $268K. The stake represents 0.04% of the portfolio and ranks #173 among its holdings. This is a return to the name: Precedent Wealth Partners previously reported a position in CRM as recently as Q1 2024.

Precedent Wealth Partners first reported a position in CRM in Q4 2023 and has held it in 3 quarters since. The position peaked at $272K in Q1 2024. 2,342 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

  • Precedent Wealth Partners held 1,168 shares of Salesforce worth $268K as of Q3 2026.
  • Salesforce was a new Precedent Wealth Partners position in Q3 2026.
  • Salesforce made up 0.04% of Precedent Wealth Partners's portfolio in Q3 2026, its #173 holding.
  • Precedent Wealth Partners first reported a position in Salesforce in Q4 2023 and has held it in 3 quarters since.
  • Precedent Wealth Partners's Salesforce position peaked at $272K in Q1 2024.
  • 2,342 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on Precedent Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.