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Stratos Wealth Partners’s Salesforce CRM Stock Holding History

Stratos Wealth Partners’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 		$5.21M Sell
27,912
-4,737
-15% -$981K 0.06% 327
2025
Q4 		$8.65M Sell
32,649
-1,211
-4% -$301K 0.1% 217
2025
Q3 		$8.02M Buy
33,860
+1,489
+5% +$376K 0.09% 222
2025
Q2 		$8.83M Buy
32,371
+84
+0.3% +$22.5K 0.12% 180
2025
Q1 		$8.66M Sell
32,287
-4,933
-13% -$1.53M 0.13% 160
2024
Q4 		$12.4M Buy
37,220
+957
+3% +$305K 0.18% 114
2024
Q3 		$9.93M Sell
36,263
-3,356
-8% -$860K 0.14% 149
2024
Q2 		$10.2M Sell
39,619
-2,232
-5% -$597K 0.16% 132
2024
Q1 		$12.6M Buy
41,851
+1,692
+4% +$488K 0.21% 108
2023
Q4 		$10.6M Buy
40,159
+4,199
+12% +$950K 0.2% 111
2023
Q3 		$7.29M Buy
35,960
+4,313
+14% +$932K 0.16% 147
2023
Q2 		$6.69M Buy
31,647
+4,361
+16% +$890K 0.15% 153
2023
Q1 		$5.45M Sell
27,286
-1,410
-5% -$238K 0.15% 151
2022
Q4 		$3.8M Sell
28,696
-684
-2% -$99.8K 0.1% 210
2022
Q3 		$4.23M Sell
29,380
-1,182
-4% -$200K 0.12% 175
2022
Q2 		$5.04M Sell
30,562
-844
-3% -$149K 0.13% 165
2022
Q1 		$6.67M Sell
31,406
-743
-2% -$160K 0.15% 141
2021
Q4 		$8.17M Buy
32,149
+833
+3% +$234K 0.18% 116
2021
Q3 		$8.49M Buy
31,316
+79
+0.3% +$20.1K 0.22% 99
2021
Q2 		$7.63M Sell
31,237
-3,242
-9% -$747K 0.19% 116
2021
Q1 		$7.3M Sell
34,479
-5,128
-13% -$1.14M 0.2% 111
2020
Q4 		$8.81M Buy
39,607
+2,109
+6% +$513K 0.26% 84
2020
Q3 		$9.42M Buy
37,498
+787
+2% +$172K 0.31% 73
2020
Q2 		$6.88M Buy
36,711
+2,571
+8% +$433K 0.25% 94
2020
Q1 		$4.92M Buy
34,140
+15,367
+82% +$2.63M 0.23% 102
2019
Q4 		$3.05M Buy
18,773
+551
+3% +$86.4K 0.12% 182
2019
Q3 		$2.71M Buy
18,222
+2,394
+15% +$364K 0.12% 190
2019
Q2 		$2.4M Buy
15,828
+3,257
+26% +$510K 0.1% 201
2019
Q1 		$1.99M Buy
12,571
+7,173
+133% +$1.11M 0.09% 229
2018
Q4 		$739K Sell
5,398
-854
-14% -$117K 0.04% 403
2018
Q3 		$994K Buy
6,252
+1,320
+27% +$196K 0.04% 338
2018
Q2 		$673K Buy
4,932
+489
+11% +$62.4K 0.03% 469
2018
Q1 		$517K Sell
4,443
-39
-0.9% -$4.48K 0.02% 536
2017
Q4 		$458K Sell
4,482
-180
-4% -$18.3K 0.02% 542
2017
Q3 		$436K Buy
4,662
+166
+4% +$15.3K 0.02% 546
2017
Q2 		$389K Buy
4,496
+617
+16% +$53.7K 0.02% 538
2017
Q1 		$320K Buy
3,879
+184
+5% +$14.7K 0.02% 555
2016
Q4 		$253K Buy
3,695
+535
+17% +$38.8K 0.02% 567
2016
Q3 		$225K Sell
3,160
-1,256
-28% -$98K 0.02% 589
2016
Q2 		$351K Sell
4,416
-164
-4% -$12.9K 0.03% 410
2016
Q1 		$338K Sell
4,580
-3,619
-44% -$249K 0.03% 382
2015
Q4 		$643K Buy
+8,199
New +$640K 0.05% 251

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

Stratos Wealth Partners's CRM Position: Q1 2026 in Review

Stratos Wealth Partners reduced its Salesforce (CRM) stake by 15% in Q1 2026, selling an estimated $981K and leaving 27,912 shares worth $5.21M. The position accounts for 0.06% of the portfolio, ranked #327.

Stratos Wealth Partners first reported a position in CRM in Q4 2015 and has held it in 42 quarters since. The position peaked at $12.6M in Q1 2024. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Stratos Wealth Partners held 27,912 shares of Salesforce worth $5.21M as of Q1 2026.
  • Stratos Wealth Partners sold 4,737 Salesforce shares in Q1 2026, an estimated $981K.
  • Salesforce made up 0.06% of Stratos Wealth Partners's portfolio in Q1 2026, its #327 holding.
  • Stratos Wealth Partners first reported a position in Salesforce in Q4 2015 and has held it in 42 quarters since.
  • Stratos Wealth Partners's Salesforce position peaked at $12.6M in Q1 2024.
  • 2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

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