Prosperitas Financial’s Salesforce CRM Stock Holding History

Prosperitas Financial’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	$543K	Buy	+2,907	New	+$602K	0.2%	49

Other funds holding CRM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Prosperitas Financial's CRM Position: Q1 2026 in Review

Prosperitas Financial opened a new position in Salesforce (CRM) in Q1 2026: 2,907 shares worth $543K. The stake represents 0.2% of the portfolio and ranks #49 among its holdings.

2,679 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Prosperitas Financial held 2,907 shares of Salesforce worth $543K as of Q1 2026.
Salesforce was a new Prosperitas Financial position in Q1 2026.
Salesforce made up 0.2% of Prosperitas Financial's portfolio in Q1 2026, its #49 holding.
2,679 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Prosperitas Financial's 13F filing for Q1 2026, filed 15 May 2026.