Turtle Creek Wealth Advisors’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
Other funds holding CRM
VCM
VPM
Turtle Creek Wealth Advisors's CRM Position: Q1 2026 in Review
Turtle Creek Wealth Advisors increased its Salesforce (CRM) stake by 17% in Q1 2026, buying an estimated $230K and bringing the position to 7,657 shares worth $1.43M. The position accounts for 0.11% of the portfolio, ranked #118.
Turtle Creek Wealth Advisors first reported a position in CRM in Q4 2023 and has held it in 8 quarters since. The position peaked at $1.73M in Q4 2025. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.
- Turtle Creek Wealth Advisors held 7,657 shares of Salesforce worth $1.43M as of Q1 2026.
- Turtle Creek Wealth Advisors bought 1,112 Salesforce shares in Q1 2026, an estimated $230K.
- Salesforce made up 0.11% of Turtle Creek Wealth Advisors's portfolio in Q1 2026, its #118 holding.
- Turtle Creek Wealth Advisors first reported a position in Salesforce in Q4 2023 and has held it in 8 quarters since.
- Turtle Creek Wealth Advisors's Salesforce position peaked at $1.73M in Q4 2025.
- 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.
Based on Turtle Creek Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.