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 Q3	$20.2K	Sell	88 -6	-6%	-$1.24K	0.02%	378
2026 Q2	$14.7K	Sell	94 -22	-19%	-$3.87K	0.01%	385
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

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Banco Santander Madrid, Spain $18.9B AUM 35.04% 1-Year Est. Return

Quest 10 Wealth Builders's CRM Position: Q3 2026 in Review

Quest 10 Wealth Builders reduced its Salesforce (CRM) stake by 6.4% in Q3 2026, selling an estimated $1.24K and leaving 88 shares worth $20.2K. The position accounts for 0.02% of the portfolio, ranked #378.

Quest 10 Wealth Builders first reported a position in CRM in Q4 2024 and has held it in 8 quarters since. The position peaked at $31.4K in Q4 2024. 1,837 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

Quest 10 Wealth Builders held 88 shares of Salesforce worth $20.2K as of Q3 2026.
Quest 10 Wealth Builders sold 6 Salesforce shares in Q3 2026, an estimated $1.24K.
Salesforce made up 0.02% of Quest 10 Wealth Builders's portfolio in Q3 2026, its #378 holding.
Quest 10 Wealth Builders first reported a position in Salesforce in Q4 2024 and has held it in 8 quarters since.
Quest 10 Wealth Builders's Salesforce position peaked at $31.4K in Q4 2024.
1,837 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on Quest 10 Wealth Builders's 13F filing for Q3 2026, filed 2 Nov 2026.