RFA
CRM icon

Resurgent Financial Advisors’s Salesforce CRM Stock Holding History

Resurgent 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
-845
Closed -$224K – 263
2025
Q4 		$224K Sell
845
-582
-41% -$145K 0.11% 198
2025
Q3 		$338K Buy
1,427
+195
+16% +$49.2K 0.17% 162
2025
Q2 		$336K Sell
1,232
-6
-0.5% -$1.6K 0.18% 138
2025
Q1 		$332K Sell
1,238
-52
-4% -$16.2K 0.2% 133
2024
Q4 		$431K Sell
1,290
-8
-0.6% -$2.55K 0.25% 111
2024
Q3 		$355K Buy
1,298
+1
+0.1% +$256 0.21% 135
2024
Q2 		$333K Buy
1,297
+74
+6% +$19.8K 0.21% 133
2024
Q1 		$368K Buy
1,223
+9
+0.7% +$2.6K 0.2% 134
2023
Q4 		$319K Buy
1,214
+693
+133% +$157K 0.2% 127
2023
Q3 		$106K Sell
521
-238
-31% -$51.4K 0.07% 224
2023
Q2 		$160K Buy
759
+1
+0.1% +$204 0.11% 170
2023
Q1 		$151K Sell
758
-1,163
-61% -$196K 0.1% 179
2022
Q4 		$255K Sell
1,921
-699
-27% -$102K 0.13% 162
2022
Q3 		$377K Sell
2,620
-3
-0.1% -$509 0.25% 112
2022
Q2 		$433K Sell
2,623
-16
-0.6% -$2.83K 0.28% 101
2022
Q1 		$560K Buy
+2,639
New +$568K 0.35% 79

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

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

Resurgent Financial Advisors sold out of Salesforce (CRM) in Q1 2026, closing a stake of 845 shares — an estimated $224K sold.

Resurgent Financial Advisors first reported a position in CRM in Q1 2022 and held it in 16 quarters. The position peaked at $560K in Q1 2022. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Resurgent Financial Advisors reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
  • Resurgent Financial Advisors sold 845 Salesforce shares in Q1 2026, an estimated $224K.
  • Resurgent Financial Advisors first reported a position in Salesforce in Q1 2022 and held it in 16 quarters.
  • Resurgent Financial Advisors's Salesforce position peaked at $560K in Q1 2022.
  • 2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Resurgent Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.