Quotient Wealth Partners’s Salesforce CRM Stock Holding History

Quotient 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	$870K	Buy	4,658 +529	+13%	+$110K	0.02%	130
2025 Q4	$1.09M	Sell	4,129 -651	-14%	-$162K	0.03%	115
2025 Q3	$1.13M	Sell	4,780 -292	-6%	-$73.6K	0.03%	105
2025 Q2	$1.38M	Sell	5,072 -65	-1%	-$17.4K	0.04%	100
2025 Q1	$1.38M	Buy	5,137 +312	+6%	+$97K	0.04%	93
2024 Q4	$1.61M	Buy	4,825 +217	+5%	+$69.3K	0.05%	79
2024 Q3	$1.26M	Buy	4,608 +88	+2%	+$22.5K	0.04%	87
2024 Q2	$1.16M	Sell	4,520 -278	-6%	-$74.4K	0.04%	93
2024 Q1	$1.44M	Buy	4,798 +174	+4%	+$50.2K	0.05%	92
2023 Q4	$1.22M	Buy	+4,624	New	+$1.05M	0.05%	101

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

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

Quotient Wealth Partners increased its Salesforce (CRM) stake by 13% in Q1 2026, buying an estimated $110K and bringing the position to 4,658 shares worth $870K. The position accounts for 0.02% of the portfolio, ranked #130.

Quotient Wealth Partners first reported a position in CRM in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.61M in Q4 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Quotient Wealth Partners held 4,658 shares of Salesforce worth $870K as of Q1 2026.
Quotient Wealth Partners bought 529 Salesforce shares in Q1 2026, an estimated $110K.
Salesforce made up 0.02% of Quotient Wealth Partners's portfolio in Q1 2026, its #130 holding.
Quotient Wealth Partners first reported a position in Salesforce in Q4 2023 and has held it in 10 quarters since.
Quotient Wealth Partners's Salesforce position peaked at $1.61M in Q4 2024.
2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Quotient Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.