TA
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Tactive Advisors’s Salesforce CRM Stock Holding History

Tactive 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 		– Sell
-971
Closed -$257K – 270
2025
Q4 		$257K Buy
+971
New +$241K 0.08% 206
2025
Q3 		– Sell
-908
Closed -$248K – 255
2025
Q2 		$248K Buy
+908
New +$243K 0.08% 190
2024
Q1 		$453K Sell
1,503
-456
-23% -$132K 0.24% 71
2023
Q4 		$515K Buy
+1,959
New +$443K 0.33% 43

Other funds holding CRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Tactive Advisors's CRM Position: Q1 2026 in Review

Tactive Advisors sold out of Salesforce (CRM) in Q1 2026, closing a stake of 971 shares — an estimated $257K sold.

Tactive Advisors first reported a position in CRM in Q4 2023 and held it in 4 quarters. The position peaked at $515K in Q4 2023. 2,688 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Tactive Advisors reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
  • Tactive Advisors sold 971 Salesforce shares in Q1 2026, an estimated $257K.
  • Tactive Advisors first reported a position in Salesforce in Q4 2023 and held it in 4 quarters.
  • Tactive Advisors's Salesforce position peaked at $515K in Q4 2023.
  • 2,688 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Tactive Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.