SWTS
CRM icon

Stonehaven Wealth & Tax Solutions’s Salesforce CRM Stock Holding History

Stonehaven Wealth & Tax Solutions’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 		$294K Buy
+1,574
New +$326K 0.26% 61

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

Stonehaven Wealth & Tax Solutions's CRM Position: Q1 2026 in Review

Stonehaven Wealth & Tax Solutions opened a new position in Salesforce (CRM) in Q1 2026: 1,574 shares worth $294K. The stake represents 0.26% of the portfolio and ranks #61 among its holdings.

2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Stonehaven Wealth & Tax Solutions held 1,574 shares of Salesforce worth $294K as of Q1 2026.
  • Salesforce was a new Stonehaven Wealth & Tax Solutions position in Q1 2026.
  • Salesforce made up 0.26% of Stonehaven Wealth & Tax Solutions's portfolio in Q1 2026, its #61 holding.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Stonehaven Wealth & Tax Solutions's 13F filing for Q1 2026, filed 15 May 2026.