SWA
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Serenus Wealth Advisors’s Salesforce CRM Stock Holding History

Serenus Wealth 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
-1,217
Closed -$322K – 71
2025
Q4 		$322K Sell
1,217
-860
-41% -$214K 0.06% 53
2025
Q3 		$492K Buy
+2,077
New +$524K 0.08% 41

Other funds holding CRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Serenus Wealth Advisors's CRM Position: Q1 2026 in Review

Serenus Wealth Advisors sold out of Salesforce (CRM) in Q1 2026, closing a stake of 1,217 shares — an estimated $322K sold.

Serenus Wealth Advisors first reported a position in CRM in Q3 2025 and held it in 2 quarters. The position peaked at $492K in Q3 2025. 2,686 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Serenus Wealth Advisors reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
  • Serenus Wealth Advisors sold 1,217 Salesforce shares in Q1 2026, an estimated $322K.
  • Serenus Wealth Advisors first reported a position in Salesforce in Q3 2025 and held it in 2 quarters.
  • Serenus Wealth Advisors's Salesforce position peaked at $492K in Q3 2025.
  • 2,686 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Serenus Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.