Sagespring Wealth Partners’s Salesforce CRM Stock Holding History

Sagespring 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	$3.17M	Buy	16,993 +128	+0.8%	+$26.5K	0.06%	153
2025 Q4	$4.47M	Buy	16,865 +1,030	+7%	+$256K	0.08%	120
2025 Q3	$3.75M	Sell	15,835 -1,257	-7%	-$317K	0.07%	132
2025 Q2	$4.66M	Sell	17,092 -7,413	-30%	-$1.98M	0.1%	105
2025 Q1	$6.58M	Buy	24,505 +9,740	+66%	+$3.03M	0.17%	72
2024 Q4	$4.94M	Buy	+14,765	New	+$4.71M	0.13%	79

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

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

Sagespring Wealth Partners increased its Salesforce (CRM) stake by 0.76% in Q1 2026, buying an estimated $26.5K and bringing the position to 16,993 shares worth $3.17M. The position accounts for 0.06% of the portfolio, ranked #153.

Sagespring Wealth Partners first reported a position in CRM in Q4 2024 and has held it in 6 quarters since. The position peaked at $6.58M in Q1 2025. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Sagespring Wealth Partners held 16,993 shares of Salesforce worth $3.17M as of Q1 2026.
Sagespring Wealth Partners bought 128 Salesforce shares in Q1 2026, an estimated $26.5K.
Salesforce made up 0.06% of Sagespring Wealth Partners's portfolio in Q1 2026, its #153 holding.
Sagespring Wealth Partners first reported a position in Salesforce in Q4 2024 and has held it in 6 quarters since.
Sagespring Wealth Partners's Salesforce position peaked at $6.58M in Q1 2025.
2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.