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Tower View Wealth Management’s Salesforce CRM Stock Holding History

Tower View 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 		– Sell
-61
Closed -$16.1K – 206
2025
Q4 		$16.1K Hold
61
– – 0.01% 117
2025
Q3 		$14.3K Buy
61
+1
+2% +$252 0.01% 119
2025
Q2 		$16.5K Hold
60
– – 0.01% 124
2025
Q1 		$16.2K Sell
60
-201
-77% -$62.5K 0.01% 110
2024
Q4 		$87.3K Hold
261
– – 0.05% 72
2024
Q3 		$71.4K Buy
261
+1
+0.4% +$256 0.04% 72
2024
Q2 		$66.9K Hold
260
– – 0.04% 73
2024
Q1 		$78.3K Hold
260
– – 0.05% 75
2023
Q4 		$68K Hold
260
– – 0.04% 73
2023
Q3 		$53K Hold
260
– – 0.04% 78
2023
Q2 		$55K Hold
260
– – 0.04% 73
2023
Q1 		$52K Hold
260
– – 0.03% 78
2022
Q4 		$14K Hold
260
– – 0.01% 109
2022
Q3 		$37K Hold
260
– – 0.03% 85
2022
Q2 		$43K Hold
260
– – 0.03% 82
2022
Q1 		$55K Hold
260
– – 0.03% 99
2021
Q4 		$66K Hold
260
– – 0.03% 97
2021
Q3 		$71K Buy
260
+13
+5% +$3.3K 0.04% 90
2021
Q2 		$60K Hold
247
– – 0.03% 94
2021
Q1 		$52K Sell
247
-10
-4% -$2.23K 0.03% 100
2020
Q4 		$57K Hold
257
– – 0.03% 101
2020
Q3 		$65K Sell
257
-15
-6% -$3.28K 0.04% 86
2020
Q2 		$51K Buy
272
+12
+5% +$2.02K 0.04% 82
2020
Q1 		$37K Hold
260
– – 0.03% 78
2019
Q4 		$42K Hold
260
– – 0.03% 85
2019
Q3 		$39K Hold
260
– – 0.03% 85
2019
Q2 		$39K Hold
260
– – 0.03% 82
2019
Q1 		$41K Buy
260
+60
+30% +$9.3K 0.04% 81
2018
Q4 		$27K Hold
200
– – 0.03% 88
2018
Q3 		$32K Buy
+200
New +$29.7K 0.03% 103

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

Tower View Wealth Management's CRM Position: Q1 2026 in Review

Tower View Wealth Management sold out of Salesforce (CRM) in Q1 2026, closing a stake of 61 shares — an estimated $16.1K sold.

Tower View Wealth Management first reported a position in CRM in Q3 2018 and held it in 30 quarters. The position peaked at $87.3K in Q4 2024. 2,682 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Tower View Wealth Management reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
  • Tower View Wealth Management sold 61 Salesforce shares in Q1 2026, an estimated $16.1K.
  • Tower View Wealth Management first reported a position in Salesforce in Q3 2018 and held it in 30 quarters.
  • Tower View Wealth Management's Salesforce position peaked at $87.3K in Q4 2024.
  • 2,682 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Tower View Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.