Pursue Wealth Partners’s Salesforce CRM Stock Holding History

Pursue 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	$347K	Sell	1,861 -2,292	-55%	-$475K	0.21%	71
2025 Q4	$1.1M	Sell	4,153 -2,139	-34%	-$532K	0.53%	43
2025 Q3	$1.49M	Sell	6,292 -1,259	-17%	-$318K	0.82%	35
2025 Q2	$2.06M	Buy	7,551 +4	+0.1%	+$1.07K	1.17%	29
2025 Q1	$2.03M	Buy	7,547 +2,477	+49%	+$770K	1.23%	28
2024 Q4	$1.7M	Buy	5,070 +272	+6%	+$86.8K	0.97%	32
2024 Q3	$1.31M	Buy	4,798 +1,018	+27%	+$261K	0.72%	41
2024 Q2	$972K	Buy	3,780 +871	+30%	+$233K	0.53%	42
2024 Q1	$876K	Hold	2,909	–	–	0.52%	47
2023 Q4	$765K	Hold	2,909	–	–	0.49%	47
2023 Q3	$590K	Sell	2,909 -10	-0.3%	-$2.16K	0.42%	53
2023 Q2	$617K	Buy	2,919 +10	+0.3%	+$2.04K	0.39%	56
2023 Q1	$581K	Sell	2,909 -2,000	-41%	-$338K	0.4%	60
2022 Q4	$651K	Sell	4,909 -8,162	-62%	-$1.19M	0.5%	56
2022 Q3	$1.88M	Buy	13,071 +1,000	+8%	+$170K	1.35%	24
2022 Q2	$1.99M	Sell	12,071 -1,603	-12%	-$283K	1.27%	26
2022 Q1	$2.74M	Sell	13,674 -5,007	-27%	-$1.08M	1.13%	23
2021 Q4	$4.75M	Buy	+18,681	New	+$5.25M	1.84%	15

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

Pursue Wealth Partners's CRM Position: Q1 2026 in Review

Pursue Wealth Partners reduced its Salesforce (CRM) stake by 55% in Q1 2026, selling an estimated $475K and leaving 1,861 shares worth $347K. The position accounts for 0.21% of the portfolio, ranked #71.

Pursue Wealth Partners first reported a position in CRM in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.75M in Q4 2021. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Pursue Wealth Partners held 1,861 shares of Salesforce worth $347K as of Q1 2026.
Pursue Wealth Partners sold 2,292 Salesforce shares in Q1 2026, an estimated $475K.
Salesforce made up 0.21% of Pursue Wealth Partners's portfolio in Q1 2026, its #71 holding.
Pursue Wealth Partners first reported a position in Salesforce in Q4 2021 and has held it in 18 quarters since.
Pursue Wealth Partners's Salesforce position peaked at $4.75M in Q4 2021.
2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Pursue Wealth Partners's 13F filing for Q1 2026, filed 8 Apr 2026.