PUI
CRM icon

Purpose Unlimited Inc’s Salesforce CRM Stock Holding History

Purpose Unlimited Inc’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 		$200K Hold
1,074
– – 0.01% 244
2025
Q4 		$285K Buy
+1,074
New +$267K 0.01% 167

Other funds holding CRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Purpose Unlimited Inc's CRM Position: Q1 2026 in Review

Purpose Unlimited Inc held its Salesforce (CRM) position steady in Q1 2026 at 1,074 shares worth $200K. The position accounts for 0.01% of the portfolio, ranked #244.

Purpose Unlimited Inc first reported a position in CRM in Q4 2025 and has held it in 2 quarters since. The position peaked at $285K in Q4 2025. 2,678 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Purpose Unlimited Inc held 1,074 shares of Salesforce worth $200K as of Q1 2026.
  • Purpose Unlimited Inc left its Salesforce share count unchanged in Q1 2026.
  • Salesforce made up 0.01% of Purpose Unlimited Inc's portfolio in Q1 2026, its #244 holding.
  • Purpose Unlimited Inc first reported a position in Salesforce in Q4 2025 and has held it in 2 quarters since.
  • Purpose Unlimited Inc's Salesforce position peaked at $285K in Q4 2025.
  • 2,678 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Purpose Unlimited Inc's 13F filing for Q1 2026, filed 15 May 2026.