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Seven Springs Wealth Group’s Salesforce CRM Stock Holding History

Seven Springs Wealth Group’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
-899
Closed -$238K – 82
2025
Q4 		$238K Buy
899
+5
+0.6% +$1.24K 0.07% 76
2025
Q3 		$212K Hold
894
– – 0.05% 80
2025
Q2 		$244K Sell
894
-101
-10% -$27K 0.06% 75
2025
Q1 		$267K Sell
995
-3,201
-76% -$996K 0.1% 66
2024
Q4 		$1.4M Buy
4,196
+54
+1% +$17.2K 0.52% 26
2024
Q3 		$1.13M Sell
4,142
-89
-2% -$22.8K 0.41% 30
2024
Q2 		$1.09M Sell
4,231
-3
-0.1% -$803 0.43% 29
2024
Q1 		$1.28M Sell
4,234
-272
-6% -$78.5K 0.49% 27
2023
Q4 		$1.19M Sell
4,506
-208
-4% -$47.1K 0.53% 25
2023
Q3 		$956K Buy
4,714
+49
+1% +$10.6K 0.46% 27
2023
Q2 		$986K Buy
4,665
+417
+10% +$85.1K 0.47% 27
2023
Q1 		$849K Buy
4,248
+120
+3% +$20.3K 0.42% 29
2022
Q4 		$547K Sell
4,128
-690
-14% -$101K 0.26% 36
2022
Q3 		$693K Sell
4,818
-273
-5% -$46.3K 0.38% 32
2022
Q2 		$840K Buy
+5,091
New +$900K 0.42% 29

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

Seven Springs Wealth Group's CRM Position: Q1 2026 in Review

Seven Springs Wealth Group sold out of Salesforce (CRM) in Q1 2026, closing a stake of 899 shares — an estimated $238K sold.

Seven Springs Wealth Group first reported a position in CRM in Q2 2022 and held it in 15 quarters. The position peaked at $1.4M in Q4 2024. 2,682 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Seven Springs Wealth Group reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
  • Seven Springs Wealth Group sold 899 Salesforce shares in Q1 2026, an estimated $238K.
  • Seven Springs Wealth Group first reported a position in Salesforce in Q2 2022 and held it in 15 quarters.
  • Seven Springs Wealth Group's Salesforce position peaked at $1.4M in Q4 2024.
  • 2,682 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Seven Springs Wealth Group's 13F filing for Q1 2026, filed 14 May 2026.