TWM
CRM icon

Tortuga Wealth Management’s Salesforce CRM Stock Holding History

Tortuga 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 		$652K Buy
3,493
+1,104
+46% +$229K 0.61% 40
2025
Q4 		$633K Buy
+2,389
New +$594K 0.67% 33

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

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

Tortuga Wealth Management increased its Salesforce (CRM) stake by 46% in Q1 2026, buying an estimated $229K and bringing the position to 3,493 shares worth $652K. The position accounts for 0.61% of the portfolio, ranked #40.

Tortuga Wealth Management first reported a position in CRM in Q4 2025 and has held it in 2 quarters since. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Tortuga Wealth Management held 3,493 shares of Salesforce worth $652K as of Q1 2026.
  • Tortuga Wealth Management bought 1,104 Salesforce shares in Q1 2026, an estimated $229K.
  • Salesforce made up 0.61% of Tortuga Wealth Management's portfolio in Q1 2026, its #40 holding.
  • Tortuga Wealth Management first reported a position in Salesforce in Q4 2025 and has held it in 2 quarters since.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Tortuga Wealth Management's 13F filing for Q1 2026, filed 17 Jul 2026.