Q1WB
CRM icon

Quest 10 Wealth Builders’s Salesforce CRM Stock Holding History

Quest 10 Wealth Builders’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 		$21.7K Buy
116
+50
+76% +$10.4K 0.02% 333
2025
Q4 		$17.4K Sell
66
-8
-11% -$1.99K 0.02% 343
2025
Q3 		$17.4K Buy
74
+1
+1% +$252 0.02% 314
2025
Q2 		$19.8K Buy
73
+2
+3% +$535 0.02% 305
2025
Q1 		$18.9K Sell
71
-23
-24% -$7.15K 0.02% 280
2024
Q4 		$31.4K Buy
+94
New +$30K 0.03% 237

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

Quest 10 Wealth Builders's CRM Position: Q1 2026 in Review

Quest 10 Wealth Builders increased its Salesforce (CRM) stake by 76% in Q1 2026, buying an estimated $10.4K and bringing the position to 116 shares worth $21.7K. The position accounts for 0.02% of the portfolio, ranked #333.

Quest 10 Wealth Builders first reported a position in CRM in Q4 2024 and has held it in 6 quarters since. The position peaked at $31.4K in Q4 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Quest 10 Wealth Builders held 116 shares of Salesforce worth $21.7K as of Q1 2026.
  • Quest 10 Wealth Builders bought 50 Salesforce shares in Q1 2026, an estimated $10.4K.
  • Salesforce made up 0.02% of Quest 10 Wealth Builders's portfolio in Q1 2026, its #333 holding.
  • Quest 10 Wealth Builders first reported a position in Salesforce in Q4 2024 and has held it in 6 quarters since.
  • Quest 10 Wealth Builders's Salesforce position peaked at $31.4K in Q4 2024.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Quest 10 Wealth Builders's 13F filing for Q1 2026, filed 6 May 2026.