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Sound View Wealth Advisors Group’s Salesforce CRM Stock Holding History

Sound View Wealth Advisors 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 		$1.07M Sell
5,729
-247
-4% -$51.2K 0.07% 183
2025
Q4 		$1.58M Buy
5,976
+87
+1% +$21.6K 0.11% 147
2025
Q3 		$1.4M Buy
5,889
+13
+0.2% +$3.28K 0.1% 160
2025
Q2 		$1.6M Sell
5,876
-449
-7% -$120K 0.12% 142
2025
Q1 		$1.7M Sell
6,325
-1,019
-14% -$317K 0.14% 131
2024
Q4 		$2.46M Sell
7,344
-5,142
-41% -$1.64M 0.2% 105
2024
Q3 		$3.42M Buy
12,486
+2,577
+26% +$660K 0.28% 82
2024
Q2 		$2.55M Buy
9,909
+523
+6% +$140K 0.26% 85
2024
Q1 		$2.83M Buy
9,386
+1,519
+19% +$438K 0.3% 76
2023
Q4 		$2.07M Buy
7,867
+470
+6% +$106K 0.23% 107
2023
Q3 		$1.5M Buy
7,397
+7
+0.1% +$1.51K 0.19% 113
2023
Q2 		$1.56M Sell
7,390
-718
-9% -$147K 0.2% 107
2023
Q1 		$1.62M Buy
8,108
+241
+3% +$40.7K 0.22% 98
2022
Q4 		$2.07M Sell
7,867
-1,242
-14% -$181K 0.23% 107
2022
Q3 		$1.31M Sell
9,109
-157
-2% -$26.6K 0.29% 87
2022
Q2 		$1.53M Buy
9,266
+1,051
+13% +$186K 0.32% 79
2022
Q1 		$1.74M Buy
8,215
+3,061
+59% +$659K 0.33% 82
2021
Q4 		$1.31M Buy
5,154
+674
+15% +$189K 0.25% 100
2021
Q3 		$1.22M Buy
4,480
+313
+8% +$79.5K 0.25% 100
2021
Q2 		$1.02M Buy
4,167
+455
+12% +$105K 0.21% 114
2021
Q1 		$786K Buy
3,712
+527
+17% +$117K 0.18% 119
2020
Q4 		$709K Sell
3,185
-36
-1% -$8.76K 0.17% 123
2020
Q3 		$810K Sell
3,221
-207
-6% -$45.3K 0.21% 108
2020
Q2 		$642K Buy
3,428
+1,633
+91% +$275K 0.18% 116
2020
Q1 		$258K Buy
1,795
+29
+2% +$4.97K 0.09% 177
2019
Q4 		$287K Buy
1,766
+68
+4% +$10.7K 0.08% 196
2019
Q3 		$252K Sell
1,698
-42
-2% -$6.38K 0.08% 215
2019
Q2 		$264K Buy
+1,740
New +$273K 0.08% 212

Other funds holding CRM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Sound View Wealth Advisors Group's CRM Position: Q1 2026 in Review

Sound View Wealth Advisors Group reduced its Salesforce (CRM) stake by 4.1% in Q1 2026, selling an estimated $51.2K and leaving 5,729 shares worth $1.07M. The position accounts for 0.07% of the portfolio, ranked #183.

Sound View Wealth Advisors Group first reported a position in CRM in Q2 2019 and has held it in 28 quarters since. The position peaked at $3.42M in Q3 2024. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Sound View Wealth Advisors Group held 5,729 shares of Salesforce worth $1.07M as of Q1 2026.
  • Sound View Wealth Advisors Group sold 247 Salesforce shares in Q1 2026, an estimated $51.2K.
  • Salesforce made up 0.07% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #183 holding.
  • Sound View Wealth Advisors Group first reported a position in Salesforce in Q2 2019 and has held it in 28 quarters since.
  • Sound View Wealth Advisors Group's Salesforce position peaked at $3.42M in Q3 2024.
  • 2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.