Triad Wealth Partners’s Salesforce CRM Stock Holding History

Triad Wealth Partners’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	$268K	Buy	1,438 +252	+21%	+$52.2K	0.02%	413
2025 Q4	$314K	Sell	1,186 -138	-10%	-$34.3K	0.03%	375
2025 Q3	$314K	Sell	1,324 -343	-21%	-$86.5K	0.04%	287
2025 Q2	$455K	Sell	1,667 -48	-3%	-$12.8K	0.09%	167
2025 Q1	$460K	Buy	1,715 +26	+2%	+$8.09K	0.14%	112
2024 Q4	$565K	Buy	+1,689	New	+$539K	0.2%	81
2024 Q3	–	Sell	-1,437	Closed	-$369K	–	229
2024 Q2	$369K	Buy	1,437 +684	+91%	+$183K	0.19%	52
2024 Q1	$227K	Buy	+753	New	+$217K	0.17%	52

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

Triad Wealth Partners's CRM Position: Q1 2026 in Review

Triad Wealth Partners increased its Salesforce (CRM) stake by 21% in Q1 2026, buying an estimated $52.2K and bringing the position to 1,438 shares worth $268K. The position accounts for 0.02% of the portfolio, ranked #413.

Triad Wealth Partners first reported a position in CRM in Q1 2024 and has held it in 8 quarters since. The position peaked at $565K in Q4 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Triad Wealth Partners held 1,438 shares of Salesforce worth $268K as of Q1 2026.
Triad Wealth Partners bought 252 Salesforce shares in Q1 2026, an estimated $52.2K.
Salesforce made up 0.02% of Triad Wealth Partners's portfolio in Q1 2026, its #413 holding.
Triad Wealth Partners first reported a position in Salesforce in Q1 2024 and has held it in 8 quarters since.
Triad Wealth Partners's Salesforce position peaked at $565K in Q4 2024.
2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.