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Three Seasons Wealth’s Salesforce CRM Stock Holding History

Three Seasons 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 		$1.46M Buy
7,802
+6,727
+626% +$1.39M 0.56% 47
2025
Q4 		$285K Sell
1,075
-2,504
-70% -$622K 0.03% 148
2025
Q3 		$850K Buy
3,579
+958
+37% +$242K 0.08% 58
2025
Q2 		$716K Hold
2,621
– – 0.08% 41
2025
Q1 		$703K Hold
2,621
– – 0.35% 44
2024
Q4 		$877K Sell
2,621
-257
-9% -$82K 0.43% 48
2024
Q3 		$789K Sell
2,878
-3,557
-55% -$911K 0.42% 50
2024
Q2 		$1.65M Sell
6,435
-684
-10% -$183K 0.91% 31
2024
Q1 		$2.17M Buy
7,119
+1,764
+33% +$509K 1.52% 23
2023
Q4 		$1.41M Buy
5,355
+103
+2% +$23.3K 1.24% 30
2023
Q3 		$1.07M Buy
+5,252
New +$1.13M 1.05% 22

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

Three Seasons Wealth's CRM Position: Q1 2026 in Review

Three Seasons Wealth increased its Salesforce (CRM) stake by 626% in Q1 2026, buying an estimated $1.39M and bringing the position to 7,802 shares worth $1.46M. The position accounts for 0.56% of the portfolio, ranked #47.

Three Seasons Wealth first reported a position in CRM in Q3 2023 and has held it in 11 quarters since. The position peaked at $2.17M in Q1 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Three Seasons Wealth held 7,802 shares of Salesforce worth $1.46M as of Q1 2026.
  • Three Seasons Wealth bought 6,727 Salesforce shares in Q1 2026, an estimated $1.39M.
  • Salesforce made up 0.56% of Three Seasons Wealth's portfolio in Q1 2026, its #47 holding.
  • Three Seasons Wealth first reported a position in Salesforce in Q3 2023 and has held it in 11 quarters since.
  • Three Seasons Wealth's Salesforce position peaked at $2.17M in Q1 2024.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Three Seasons Wealth's 13F filing for Q1 2026, filed 5 May 2026.