Souders Financial Advisors’s Salesforce CRM Stock Holding History

Souders Financial 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	$785K	Buy	4,207 +83	+2%	+$17.2K	0.09%	110
2025 Q4	$1.09M	Buy	4,124 +260	+7%	+$64.6K	0.13%	86
2025 Q3	$916K	Buy	3,864 +209	+6%	+$52.7K	0.11%	95
2025 Q2	$997K	Sell	3,655 -3,258	-47%	-$871K	0.13%	85
2025 Q1	$1.86M	Buy	6,913 +2,732	+65%	+$850K	0.26%	58
2024 Q4	$1.4M	Sell	4,181 -205	-5%	-$65.4K	0.2%	86
2024 Q3	$1.2M	Buy	4,386 +368	+9%	+$94.3K	0.17%	91
2024 Q2	$1.03M	Buy	4,018 +3,267	+435%	+$874K	0.16%	95
2024 Q1	$226K	Buy	+751	New	+$217K	0.04%	152

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

Souders Financial Advisors's CRM Position: Q1 2026 in Review

Souders Financial Advisors increased its Salesforce (CRM) stake by 2% in Q1 2026, buying an estimated $17.2K and bringing the position to 4,207 shares worth $785K. The position accounts for 0.09% of the portfolio, ranked #110.

Souders Financial Advisors first reported a position in CRM in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.86M in Q1 2025. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Souders Financial Advisors held 4,207 shares of Salesforce worth $785K as of Q1 2026.
Souders Financial Advisors bought 83 Salesforce shares in Q1 2026, an estimated $17.2K.
Salesforce made up 0.09% of Souders Financial Advisors's portfolio in Q1 2026, its #110 holding.
Souders Financial Advisors first reported a position in Salesforce in Q1 2024 and has held it in 9 quarters since.
Souders Financial Advisors's Salesforce position peaked at $1.86M in Q1 2025.
2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Souders Financial Advisors's 13F filing for Q1 2026, filed 4 May 2026.