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True Link Financial Advisors’s Salesforce CRM Stock Holding History

True Link Financial Advisors’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 		$36.4K Buy
+195
New +$40.4K ﹤0.01% 243

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

True Link Financial Advisors's CRM Position: Q1 2026 in Review

True Link Financial Advisors opened a new position in Salesforce (CRM) in Q1 2026: 195 shares worth $36.4K. The stake represents ﹤0.01% of the portfolio and ranks #243 among its holdings.

2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • True Link Financial Advisors held 195 shares of Salesforce worth $36.4K as of Q1 2026.
  • Salesforce was a new True Link Financial Advisors position in Q1 2026.
  • Salesforce made up ﹤0.01% of True Link Financial Advisors's portfolio in Q1 2026, its #243 holding.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on True Link Financial Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.