TAFW
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Tred Avon Family Wealth’s Salesforce CRM Stock Holding History

Tred Avon Family 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 		$824K Sell
4,413
-1,721
-28% -$357K 0.27% 104
2025
Q4 		$1.62M Buy
6,134
+902
+17% +$224K 0.53% 42
2025
Q3 		$1.24M Buy
+5,232
New +$1.32M 0.43% 58

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

Tred Avon Family Wealth's CRM Position: Q1 2026 in Review

Tred Avon Family Wealth reduced its Salesforce (CRM) stake by 28% in Q1 2026, selling an estimated $357K and leaving 4,413 shares worth $824K. The position accounts for 0.27% of the portfolio, ranked #104.

Tred Avon Family Wealth first reported a position in CRM in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.62M in Q4 2025. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Tred Avon Family Wealth held 4,413 shares of Salesforce worth $824K as of Q1 2026.
  • Tred Avon Family Wealth sold 1,721 Salesforce shares in Q1 2026, an estimated $357K.
  • Salesforce made up 0.27% of Tred Avon Family Wealth's portfolio in Q1 2026, its #104 holding.
  • Tred Avon Family Wealth first reported a position in Salesforce in Q3 2025 and has held it in 3 quarters since.
  • Tred Avon Family Wealth's Salesforce position peaked at $1.62M in Q4 2025.
  • 2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Tred Avon Family Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.