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Strata Wealth Advisors’s Salesforce CRM Stock Holding History

Strata Wealth 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 		$269K Buy
1,442
+59
+4% +$12.2K 0.07% 79
2025
Q4 		$366K Buy
1,383
+108
+8% +$26.8K 0.1% 59
2025
Q3 		$302K Sell
1,275
-79
-6% -$19.9K 0.08% 79
2025
Q2 		$369K Sell
1,354
-87
-6% -$23.3K 0.1% 58
2025
Q1 		$387K Buy
1,441
+53
+4% +$16.5K 0.12% 54
2024
Q4 		$464K Buy
1,388
+22
+2% +$7.02K 0.15% 52
2024
Q3 		$374K Buy
1,366
+129
+10% +$33K 0.12% 54
2024
Q2 		$318K Sell
1,237
-390
-24% -$104K 0.11% 58
2024
Q1 		$490K Buy
1,627
+392
+32% +$113K 0.17% 46
2023
Q4 		$325K Sell
1,235
-2
-0.2% -$453 0.13% 54
2023
Q3 		$251K Buy
+1,237
New +$267K 0.12% 47
2023
Q1 		$652K Hold
3,265
– – 0.34% 26
2022
Q4 		$433K Buy
+3,265
New +$476K 0.24% 33

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

Strata Wealth Advisors's CRM Position: Q1 2026 in Review

Strata Wealth Advisors increased its Salesforce (CRM) stake by 4.3% in Q1 2026, buying an estimated $12.2K and bringing the position to 1,442 shares worth $269K. The position accounts for 0.07% of the portfolio, ranked #79.

Strata Wealth Advisors first reported a position in CRM in Q4 2022 and has held it in 13 quarters since. The position peaked at $652K in Q1 2023. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Strata Wealth Advisors held 1,442 shares of Salesforce worth $269K as of Q1 2026.
  • Strata Wealth Advisors bought 59 Salesforce shares in Q1 2026, an estimated $12.2K.
  • Salesforce made up 0.07% of Strata Wealth Advisors's portfolio in Q1 2026, its #79 holding.
  • Strata Wealth Advisors first reported a position in Salesforce in Q4 2022 and has held it in 13 quarters since.
  • Strata Wealth Advisors's Salesforce position peaked at $652K in Q1 2023.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Strata Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.