PWM
CRM icon

Proathlete Wealth Management’s Salesforce CRM Stock Holding History

Proathlete 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 		$40K Sell
214
-58
-21% -$12K 0.01% 123
2025
Q4 		$72.2K Buy
272
+10
+4% +$2.48K 0.02% 110
2025
Q3 		$62.2K Buy
262
+2
+0.8% +$504 0.02% 109
2025
Q2 		$71.4K Hold
260
– – 0.02% 107
2025
Q1 		$70.2K Buy
+260
New +$80.9K 0.03% 107

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

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

Proathlete Wealth Management reduced its Salesforce (CRM) stake by 21% in Q1 2026, selling an estimated $12K and leaving 214 shares worth $40K. The position accounts for 0.01% of the portfolio, ranked #123.

Proathlete Wealth Management first reported a position in CRM in Q1 2025 and has held it in 5 quarters since. The position peaked at $72.2K in Q4 2025. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Proathlete Wealth Management held 214 shares of Salesforce worth $40K as of Q1 2026.
  • Proathlete Wealth Management sold 58 Salesforce shares in Q1 2026, an estimated $12K.
  • Salesforce made up 0.01% of Proathlete Wealth Management's portfolio in Q1 2026, its #123 holding.
  • Proathlete Wealth Management first reported a position in Salesforce in Q1 2025 and has held it in 5 quarters since.
  • Proathlete Wealth Management's Salesforce position peaked at $72.2K in Q4 2025.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

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