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Talisman Wealth Advisors’s Salesforce CRM Stock Holding History

Talisman 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 		– Sell
-767
Closed -$203K – 106
2025
Q4 		$203K Buy
+767
New +$191K 0.16% 113
2025
Q3 		– Sell
-832
Closed -$227K – 116
2025
Q2 		$227K Sell
832
-20
-2% -$5.35K 0.21% 101
2025
Q1 		$229K Buy
852
+67
+9% +$20.8K 0.23% 94
2024
Q4 		$263K Buy
785
+26
+3% +$8.3K 0.28% 82
2024
Q3 		$210K Buy
+759
New +$194K 0.22% 105
2024
Q2 		– Sell
-702
Closed -$211K – 97
2024
Q1 		$211K Buy
+702
New +$203K 0.27% 87
2023
Q4 		– Sell
-1,182
Closed -$240K – 85
2023
Q3 		$240K Hold
1,182
– – 0.41% 73
2023
Q2 		$250K Buy
1,182
+5
+0.4% +$1.02K 0.43% 72
2023
Q1 		$235K Buy
+1,177
New +$199K 0.42% 76

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

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

Talisman Wealth Advisors sold out of Salesforce (CRM) in Q1 2026, closing a stake of 767 shares — an estimated $203K sold.

Talisman Wealth Advisors first reported a position in CRM in Q1 2023 and held it in 9 quarters. The position peaked at $263K in Q4 2024. 2,682 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Talisman Wealth Advisors reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
  • Talisman Wealth Advisors sold 767 Salesforce shares in Q1 2026, an estimated $203K.
  • Talisman Wealth Advisors first reported a position in Salesforce in Q1 2023 and held it in 9 quarters.
  • Talisman Wealth Advisors's Salesforce position peaked at $263K in Q4 2024.
  • 2,682 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Talisman Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.