Twin City Private Wealth’s Salesforce CRM Stock Holding History

Twin City Private Wealth’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	$856K	Buy	4,586 +176	+4%	+$36.5K	0.65%	57
2025 Q4	$1.17M	Buy	4,410 +654	+17%	+$163K	0.89%	41
2025 Q3	$892K	Buy	3,756 +78	+2%	+$19.7K	0.7%	54
2025 Q2	$1M	Buy	3,678 +1	+0%	+$267	0.82%	51
2025 Q1	$987K	Buy	3,677 +356	+11%	+$111K	0.87%	46
2024 Q4	$1.11M	Buy	3,321 +97	+3%	+$31K	0.98%	40
2024 Q3	$884K	Buy	3,224 +874	+37%	+$224K	0.77%	51
2024 Q2	$604K	Buy	2,350 +945	+67%	+$253K	0.57%	63
2024 Q1	$424K	Buy	+1,405	New	+$405K	0.42%	73

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

Twin City Private Wealth's CRM Position: Q1 2026 in Review

Twin City Private Wealth increased its Salesforce (CRM) stake by 4% in Q1 2026, buying an estimated $36.5K and bringing the position to 4,586 shares worth $856K. The position accounts for 0.65% of the portfolio, ranked #57.

Twin City Private Wealth first reported a position in CRM in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.17M in Q4 2025. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Twin City Private Wealth held 4,586 shares of Salesforce worth $856K as of Q1 2026.
Twin City Private Wealth bought 176 Salesforce shares in Q1 2026, an estimated $36.5K.
Salesforce made up 0.65% of Twin City Private Wealth's portfolio in Q1 2026, its #57 holding.
Twin City Private Wealth first reported a position in Salesforce in Q1 2024 and has held it in 9 quarters since.
Twin City Private Wealth's Salesforce position peaked at $1.17M in Q4 2025.
2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Twin City Private Wealth's 13F filing for Q1 2026, filed 24 Apr 2026.