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Savvy Advisors Inc’s Salesforce CRM Stock Holding History

Savvy Advisors Inc’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 		$2.53M Buy
13,571
+2,741
+25% +$568K 0.07% 222
2025
Q4 		$2.87M Buy
10,830
+2,994
+38% +$744K 0.09% 167
2025
Q3 		$1.86M Buy
7,836
+510
+7% +$129K 0.09% 166
2025
Q2 		$2M Buy
7,326
+1,498
+26% +$400K 0.13% 117
2025
Q1 		$1.56M Buy
5,828
+1,031
+21% +$321K 0.16% 106
2024
Q4 		$1.6M Buy
4,797
+1,614
+51% +$515K 0.19% 91
2024
Q3 		$871K Buy
3,183
+517
+19% +$132K 0.18% 118
2024
Q2 		$685K Buy
2,666
+1,278
+92% +$342K 0.22% 102
2024
Q1 		$418K Buy
1,388
+146
+12% +$42.1K 0.24% 115
2023
Q4 		$327K Buy
+1,242
New +$281K 0.32% 96

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

Savvy Advisors Inc's CRM Position: Q1 2026 in Review

Savvy Advisors Inc increased its Salesforce (CRM) stake by 25% in Q1 2026, buying an estimated $568K and bringing the position to 13,571 shares worth $2.53M. The position accounts for 0.07% of the portfolio, ranked #222.

Savvy Advisors Inc first reported a position in CRM in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.87M in Q4 2025. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Savvy Advisors Inc held 13,571 shares of Salesforce worth $2.53M as of Q1 2026.
  • Savvy Advisors Inc bought 2,741 Salesforce shares in Q1 2026, an estimated $568K.
  • Salesforce made up 0.07% of Savvy Advisors Inc's portfolio in Q1 2026, its #222 holding.
  • Savvy Advisors Inc first reported a position in Salesforce in Q4 2023 and has held it in 10 quarters since.
  • Savvy Advisors Inc's Salesforce position peaked at $2.87M in Q4 2025.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.