SWM
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Sculati Wealth Management’s Salesforce CRM Stock Holding History

Sculati Wealth Management’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 		$1.9M Buy
10,162
+391
+4% +$81K 0.7% 42
2025
Q4 		$2.59M Sell
9,771
-250
-2% -$62.1K 0.91% 34
2025
Q3 		$2.37M Sell
10,021
-2
-0% -$504 0.84% 37
2025
Q2 		$2.73M Sell
10,023
-110
-1% -$29.4K 1.03% 33
2025
Q1 		$2.72M Sell
10,133
-10
-0.1% -$3.11K 1.1% 28
2024
Q4 		$3.39M Sell
10,143
-75
-0.7% -$23.9K 1.34% 18
2024
Q3 		$2.8M Buy
10,218
+11
+0.1% +$2.82K 1.12% 25
2024
Q2 		$2.62M Buy
10,207
+53
+0.5% +$14.2K 1.12% 28
2024
Q1 		$3.06M Buy
10,154
+5
+0% +$1.44K 1.32% 23
2023
Q4 		$2.67M Sell
10,149
-27
-0.3% -$6.11K 1.24% 25
2023
Q3 		$2.06M Buy
10,176
+482
+5% +$104K 1.05% 30
2023
Q2 		$2.05M Sell
9,694
-76
-0.8% -$15.5K 1.03% 30
2023
Q1 		$1.95M Buy
9,770
+583
+6% +$98.5K 1.04% 30
2022
Q4 		$1.22M Buy
9,187
+4,222
+85% +$616K 0.68% 51
2022
Q3 		$714K Buy
4,965
+1,390
+39% +$236K 0.42% 67
2022
Q2 		$590K Buy
+3,575
New +$632K 0.34% 77
2022
Q1 		– Sell
-929
Closed -$236K – 119
2021
Q4 		$236K Hold
929
– – 0.11% 106
2021
Q3 		$252K Buy
929
+23
+3% +$5.84K 0.13% 100
2021
Q2 		$221K Buy
+906
New +$209K 0.12% 105
2021
Q1 		– Sell
-900
Closed -$200K – 118
2020
Q4 		$200K Hold
900
– – 0.13% 101
2020
Q3 		$226K Buy
+900
New +$197K 0.17% 95

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

Sculati Wealth Management's CRM Position: Q1 2026 in Review

Sculati Wealth Management increased its Salesforce (CRM) stake by 4% in Q1 2026, buying an estimated $81K and bringing the position to 10,162 shares worth $1.9M. The position accounts for 0.7% of the portfolio, ranked #42.

Sculati Wealth Management first reported a position in CRM in Q3 2020 and has held it in 21 quarters since. The position peaked at $3.39M in Q4 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Sculati Wealth Management held 10,162 shares of Salesforce worth $1.9M as of Q1 2026.
  • Sculati Wealth Management bought 391 Salesforce shares in Q1 2026, an estimated $81K.
  • Salesforce made up 0.7% of Sculati Wealth Management's portfolio in Q1 2026, its #42 holding.
  • Sculati Wealth Management first reported a position in Salesforce in Q3 2020 and has held it in 21 quarters since.
  • Sculati Wealth Management's Salesforce position peaked at $3.39M in Q4 2024.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Sculati Wealth Management's 13F filing for Q1 2026, filed 9 Apr 2026.