Premier Path Wealth Partners’s Salesforce CRM Stock Holding History

Premier Path 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	$1.69M	Sell	9,044 -379	-4%	-$78.5K	0.22%	100
2025 Q4	$2.5M	Sell	9,423 -533	-5%	-$132K	0.32%	72
2025 Q3	$2.36M	Sell	9,956 -89	-0.9%	-$22.4K	0.3%	76
2025 Q2	$2.74M	Buy	10,045 +629	+7%	+$168K	0.38%	57
2025 Q1	$2.53M	Buy	9,416 +560	+6%	+$174K	0.39%	59
2024 Q4	$2.96M	Sell	8,856 -783	-8%	-$250K	0.45%	49
2024 Q3	$2.64M	Buy	9,639 +359	+4%	+$92K	0.42%	53
2024 Q2	$2.39M	Buy	9,280 +534	+6%	+$143K	0.41%	54
2024 Q1	$2.63M	Sell	8,746 -275	-3%	-$79.3K	0.5%	42
2023 Q4	$2.39M	Buy	+9,021	New	+$2.04M	0.53%	38

Other funds holding CRM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Premier Path Wealth Partners's CRM Position: Q1 2026 in Review

Premier Path Wealth Partners reduced its Salesforce (CRM) stake by 4% in Q1 2026, selling an estimated $78.5K and leaving 9,044 shares worth $1.69M. The position accounts for 0.22% of the portfolio, ranked #100.

Premier Path Wealth Partners first reported a position in CRM in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.96M in Q4 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Premier Path Wealth Partners held 9,044 shares of Salesforce worth $1.69M as of Q1 2026.
Premier Path Wealth Partners sold 379 Salesforce shares in Q1 2026, an estimated $78.5K.
Salesforce made up 0.22% of Premier Path Wealth Partners's portfolio in Q1 2026, its #100 holding.
Premier Path Wealth Partners first reported a position in Salesforce in Q4 2023 and has held it in 10 quarters since.
Premier Path Wealth Partners's Salesforce position peaked at $2.96M in Q4 2024.
2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Premier Path Wealth Partners's 13F filing for Q1 2026, filed 23 Apr 2026.