Simplicity Wealth’s Salesforce CRM Stock Holding History

Simplicity Wealth’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	$879K	Buy	4,707 +894	+23%	+$185K	0.05%	318
2025 Q4	$1.01M	Buy	3,813 +275	+8%	+$68.3K	0.06%	278
2025 Q3	$839K	Sell	3,538 -2,585	-42%	-$652K	0.05%	333
2025 Q2	$1.67M	Buy	6,123 +560	+10%	+$150K	0.07%	237
2025 Q1	$1.49M	Buy	5,563 +4,021	+261%	+$1.25M	0.12%	193
2024 Q4	$515K	Sell	1,542 -1,527	-50%	-$487K	0.11%	162
2024 Q3	$840K	Sell	3,069 -25,519	-89%	-$6.54M	0.08%	223
2024 Q2	$7.35M	Buy	28,588 +1,141	+4%	+$305K	0.17%	127
2024 Q1	$8.27M	Buy	27,447 +25,966	+1,753%	+$7.49M	0.2%	102
2023 Q4	$390K	Buy	+1,481	New	+$335K	0.15%	118

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

Simplicity Wealth's CRM Position: Q1 2026 in Review

Simplicity Wealth increased its Salesforce (CRM) stake by 23% in Q1 2026, buying an estimated $185K and bringing the position to 4,707 shares worth $879K. The position accounts for 0.05% of the portfolio, ranked #318.

Simplicity Wealth first reported a position in CRM in Q4 2023 and has held it in 10 quarters since. The position peaked at $8.27M in Q1 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Simplicity Wealth held 4,707 shares of Salesforce worth $879K as of Q1 2026.
Simplicity Wealth bought 894 Salesforce shares in Q1 2026, an estimated $185K.
Salesforce made up 0.05% of Simplicity Wealth's portfolio in Q1 2026, its #318 holding.
Simplicity Wealth first reported a position in Salesforce in Q4 2023 and has held it in 10 quarters since.
Simplicity Wealth's Salesforce position peaked at $8.27M in Q1 2024.
2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.