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Quantum Financial Advisors’s Salesforce CRM Stock Holding History

Quantum Financial Advisors’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 		– Sell
-2,423
Closed -$642K – 239
2025
Q4 		$642K Buy
+2,423
New +$602K 0.07% 95
2025
Q3 		– Sell
-766
Closed -$209K – 204
2025
Q2 		$209K Hold
766
– – 0.03% 175
2025
Q1 		$206K Buy
766
+1
+0.1% +$311 0.03% 173
2024
Q4 		$256K Sell
765
-76
-9% -$24.3K 0.04% 147
2024
Q3 		$230K Hold
841
– – 0.04% 161
2024
Q2 		$216K Hold
841
– – 0.04% 154
2024
Q1 		$253K Sell
841
-5
-0.6% -$1.44K 0.05% 140
2023
Q4 		$223K Buy
+846
New +$191K 0.05% 106

Other funds holding CRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Quantum Financial Advisors's CRM Position: Q1 2026 in Review

Quantum Financial Advisors sold out of Salesforce (CRM) in Q1 2026, closing a stake of 2,423 shares — an estimated $642K sold.

Quantum Financial Advisors first reported a position in CRM in Q4 2023 and held it in 8 quarters. The position peaked at $642K in Q4 2025. 2,682 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Quantum Financial Advisors reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
  • Quantum Financial Advisors sold 2,423 Salesforce shares in Q1 2026, an estimated $642K.
  • Quantum Financial Advisors first reported a position in Salesforce in Q4 2023 and held it in 8 quarters.
  • Quantum Financial Advisors's Salesforce position peaked at $642K in Q4 2025.
  • 2,682 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Quantum Financial Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.