Topsail Wealth Management’s Salesforce CRM Stock Holding History

Topsail Wealth Management’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	$216K	Buy	1,159 +238	+26%	+$49.3K	0.03%	161
2025 Q4	$244K	Sell	921 -32	-3%	-$7.95K	0.04%	142
2025 Q3	$226K	Buy	953 +58	+6%	+$14.6K	0.04%	146
2025 Q2	$244K	Buy	+895	New	+$239K	0.04%	124
2025 Q1	–	Sell	-643	Closed	-$215K	–	228
2024 Q4	$215K	Buy	+643	New	+$205K	0.05%	114

Other funds holding CRM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Topsail Wealth Management's CRM Position: Q1 2026 in Review

Topsail Wealth Management increased its Salesforce (CRM) stake by 26% in Q1 2026, buying an estimated $49.3K and bringing the position to 1,159 shares worth $216K. The position accounts for 0.03% of the portfolio, ranked #161.

Topsail Wealth Management first reported a position in CRM in Q4 2024 and has held it in 5 quarters since. The position peaked at $244K in Q4 2025. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Topsail Wealth Management held 1,159 shares of Salesforce worth $216K as of Q1 2026.
Topsail Wealth Management bought 238 Salesforce shares in Q1 2026, an estimated $49.3K.
Salesforce made up 0.03% of Topsail Wealth Management's portfolio in Q1 2026, its #161 holding.
Topsail Wealth Management first reported a position in Salesforce in Q4 2024 and has held it in 5 quarters since.
Topsail Wealth Management's Salesforce position peaked at $244K in Q4 2025.
2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Topsail Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.