Principia Wealth Advisory’s Salesforce CRM Stock Holding History

Principia Wealth Advisory’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
2025 Q4	$12.2K	Buy	46 +8	+21%	+$1.99K	0.01%	180
2025 Q3	$9.01K	Hold	38	–	–	0.01%	213
2025 Q2	$10.4K	Buy	38 +22	+138%	+$5.88K	0.01%	162
2025 Q1	$4.24K	Sell	16 -9	-36%	-$2.8K	﹤0.01%	200
2024 Q4	$8.36K	Buy	+25	New	+$7.98K	0.01%	132

Other funds holding CRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Principia Wealth Advisory's CRM Position: Q4 2025 in Review

Principia Wealth Advisory increased its Salesforce (CRM) stake by 21% in Q4 2025, buying an estimated $1.99K and bringing the position to 46 shares worth $12.2K. The position accounts for 0.01% of the portfolio, ranked #180.

Principia Wealth Advisory first reported a position in CRM in Q4 2024 and has held it in 5 quarters since. 2,948 funds tracked by Wall St. Rank hold CRM as of Q4 2025.

Principia Wealth Advisory held 46 shares of Salesforce worth $12.2K as of Q4 2025.
Principia Wealth Advisory bought 8 Salesforce shares in Q4 2025, an estimated $1.99K.
Salesforce made up 0.01% of Principia Wealth Advisory's portfolio in Q4 2025, its #180 holding.
Principia Wealth Advisory first reported a position in Salesforce in Q4 2024 and has held it in 5 quarters since.
2,948 funds tracked by Wall St. Rank held Salesforce as of Q4 2025.

Based on Principia Wealth Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.