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Stiles Financial Services’s Salesforce CRM Stock Holding History

Stiles Financial Services’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 		$969K Buy
5,189
+1,496
+41% +$310K 0.3% 82
2025
Q4 		$978K Buy
3,693
+793
+27% +$197K 0.3% 86
2025
Q3 		$687K Buy
2,900
+2,118
+271% +$534K 0.22% 100
2025
Q2 		$214K Sell
782
-51
-6% -$13.6K 0.07% 170
2025
Q1 		$224K Hold
833
– – 0.09% 163
2024
Q4 		$279K Sell
833
-119
-13% -$38K 0.1% 154
2024
Q3 		$261K Sell
952
-57
-6% -$14.6K 0.09% 163
2024
Q2 		$260K Sell
1,009
-837
-45% -$224K 0.1% 157
2024
Q1 		$556K Sell
1,846
-145
-7% -$41.8K 0.22% 102
2023
Q4 		$524K Sell
1,991
-335
-14% -$75.8K 0.24% 100
2023
Q3 		$472K Sell
2,326
-900
-28% -$194K 0.24% 103
2023
Q2 		$682K Sell
3,226
-10
-0.3% -$2.04K 0.34% 83
2023
Q1 		$646K Sell
3,236
-340
-10% -$57.4K 0.35% 85
2022
Q4 		$474K Sell
3,576
-230
-6% -$33.6K 0.27% 98
2022
Q3 		$547K Sell
3,806
-35
-0.9% -$5.93K 0.33% 83
2022
Q2 		$634K Buy
3,841
+225
+6% +$39.8K 0.38% 73
2022
Q1 		$768K Sell
3,616
-5
-0.1% -$1.08K 0.38% 72
2021
Q4 		$920K Buy
+3,621
New +$1.02M 0.44% 65

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

Stiles Financial Services's CRM Position: Q1 2026 in Review

Stiles Financial Services increased its Salesforce (CRM) stake by 41% in Q1 2026, buying an estimated $310K and bringing the position to 5,189 shares worth $969K. The position accounts for 0.3% of the portfolio, ranked #82.

Stiles Financial Services first reported a position in CRM in Q4 2021 and has held it in 18 quarters since. The position peaked at $978K in Q4 2025. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Stiles Financial Services held 5,189 shares of Salesforce worth $969K as of Q1 2026.
  • Stiles Financial Services bought 1,496 Salesforce shares in Q1 2026, an estimated $310K.
  • Salesforce made up 0.3% of Stiles Financial Services's portfolio in Q1 2026, its #82 holding.
  • Stiles Financial Services first reported a position in Salesforce in Q4 2021 and has held it in 18 quarters since.
  • Stiles Financial Services's Salesforce position peaked at $978K in Q4 2025.
  • 2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Stiles Financial Services's 13F filing for Q1 2026, filed 30 Apr 2026.