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TruWealth Advisors’s Salesforce CRM Stock Holding History

TruWealth 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 		– Sell
-777
Closed -$206K – 185
2025
Q4 		$206K Sell
777
-361
-32% -$89.7K 0.01% 177
2025
Q3 		$270K Buy
1,138
+375
+49% +$94.6K 0.01% 152
2025
Q2 		$208K Buy
+763
New +$204K 0.01% 172
2025
Q1 		– Sell
-736
Closed -$246K – 161
2024
Q4 		$246K Buy
736
+3
+0.4% +$957 0.01% 142
2024
Q3 		$201K Sell
733
-115
-14% -$29.5K 0.01% 162
2024
Q2 		$218K Buy
848
+56
+7% +$15K 0.01% 156
2024
Q1 		$239K Hold
792
– – 0.02% 149
2023
Q4 		$208K Buy
+792
New +$179K 0.02% 147

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

TruWealth Advisors's CRM Position: Q1 2026 in Review

TruWealth Advisors sold out of Salesforce (CRM) in Q1 2026, closing a stake of 777 shares — an estimated $206K sold.

TruWealth Advisors first reported a position in CRM in Q4 2023 and held it in 8 quarters. The position peaked at $270K in Q3 2025. 2,682 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • TruWealth Advisors reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
  • TruWealth Advisors sold 777 Salesforce shares in Q1 2026, an estimated $206K.
  • TruWealth Advisors first reported a position in Salesforce in Q4 2023 and held it in 8 quarters.
  • TruWealth Advisors's Salesforce position peaked at $270K in Q3 2025.
  • 2,682 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on TruWealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.