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TriaGen Wealth Management’s Salesforce CRM Stock Holding History

TriaGen 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
-1,018
Closed -$270K – 177
2025
Q4 		$270K Sell
1,018
-167
-14% -$41.5K 0.07% 155
2025
Q3 		$281K Buy
+1,185
New +$299K 0.07% 159
2024
Q2 		– Sell
-7,345
Closed -$2.21M – 164
2024
Q1 		$2.21M Hold
7,345
– – 0.92% 30
2023
Q4 		$1.93M Sell
7,345
-1,943
-21% -$440K 0.92% 36
2023
Q3 		$1.88M Buy
+9,288
New +$2.01M 0.96% 33

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

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

TriaGen Wealth Management sold out of Salesforce (CRM) in Q1 2026, closing a stake of 1,018 shares — an estimated $270K sold.

TriaGen Wealth Management first reported a position in CRM in Q3 2023 and held it in 5 quarters. The position peaked at $2.21M in Q1 2024. 2,682 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • TriaGen Wealth Management reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
  • TriaGen Wealth Management sold 1,018 Salesforce shares in Q1 2026, an estimated $270K.
  • TriaGen Wealth Management first reported a position in Salesforce in Q3 2023 and held it in 5 quarters.
  • TriaGen Wealth Management's Salesforce position peaked at $2.21M in Q1 2024.
  • 2,682 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on TriaGen Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.