Seed Wealth Management’s Salesforce CRM Stock Holding History

Seed 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	$293K	Hold	1,570	–	–	0.2%	75
2025 Q4	$416K	Sell	1,570 -200	-11%	-$49.7K	0.29%	56
2025 Q3	$419K	Sell	1,770 -1,915	-52%	-$483K	0.29%	63
2025 Q2	$1M	Hold	3,685	–	–	0.75%	38
2025 Q1	$989K	Hold	3,685	–	–	0.81%	30
2024 Q4	$1.23M	Hold	3,685	–	–	0.99%	25
2024 Q3	$1.01M	Buy	3,685 +35	+1%	+$8.96K	0.81%	32
2024 Q2	$938K	Sell	3,650 -40	-1%	-$10.7K	0.82%	32
2024 Q1	$1.12M	Buy	3,690 +40	+1%	+$11.5K	1.07%	26
2023 Q4	$935K	Hold	3,650	–	–	0.94%	27
2023 Q3	$740K	Hold	3,650	–	–	0.83%	32
2023 Q2	$771K	Hold	3,650	–	–	0.82%	30
2023 Q1	$729K	Hold	3,650	–	–	0.83%	28
2022 Q4	$484K	Buy	+3,650	New	+$533K	0.55%	46

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

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

Seed Wealth Management held its Salesforce (CRM) position steady in Q1 2026 at 1,570 shares worth $293K. The position accounts for 0.2% of the portfolio, ranked #75.

Seed Wealth Management first reported a position in CRM in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.23M in Q4 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Seed Wealth Management held 1,570 shares of Salesforce worth $293K as of Q1 2026.
Seed Wealth Management left its Salesforce share count unchanged in Q1 2026.
Salesforce made up 0.2% of Seed Wealth Management's portfolio in Q1 2026, its #75 holding.
Seed Wealth Management first reported a position in Salesforce in Q4 2022 and has held it in 14 quarters since.
Seed Wealth Management's Salesforce position peaked at $1.23M in Q4 2024.
2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Seed Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.