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Talon Private Wealth’s Salesforce CRM Stock Holding History

Talon Private Wealth’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 		$795K Buy
+4,260
New +$883K 0.11% 118
2025
Q2 		$949K Buy
3,481
+157
+5% +$42K 0.13% 100
2025
Q1 		$892K Buy
3,324
+451
+16% +$140K 0.12% 97
2024
Q4 		$961K Buy
2,873
+1,484
+107% +$474K 0.2% 61
2024
Q3 		$380K Buy
+1,389
New +$356K 0.08% 64

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

Talon Private Wealth's CRM Position: Q1 2026 in Review

Talon Private Wealth opened a new position in Salesforce (CRM) in Q1 2026: 4,260 shares worth $795K. The stake represents 0.11% of the portfolio and ranks #118 among its holdings. This is a return to the name: Talon Private Wealth previously reported a position in CRM as recently as Q2 2025.

Talon Private Wealth first reported a position in CRM in Q3 2024 and has held it in 5 quarters since. The position peaked at $961K in Q4 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Talon Private Wealth held 4,260 shares of Salesforce worth $795K as of Q1 2026.
  • Salesforce was a new Talon Private Wealth position in Q1 2026.
  • Salesforce made up 0.11% of Talon Private Wealth's portfolio in Q1 2026, its #118 holding.
  • Talon Private Wealth first reported a position in Salesforce in Q3 2024 and has held it in 5 quarters since.
  • Talon Private Wealth's Salesforce position peaked at $961K in Q4 2024.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Talon Private Wealth's 13F filing for Q1 2026, filed 18 May 2026.