Twin Peaks Wealth Advisors’s Salesforce CRM Stock Holding History

Twin Peaks Wealth 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	$608K	Sell	3,259 -189	-5%	-$39.2K	0.15%	96
2025 Q4	$669K	Sell	3,448 -716	-17%	-$178K	0.19%	86
2025 Q3	$987K	Sell	4,164 -87	-2%	-$21.9K	0.34%	61
2025 Q2	$985K	Sell	4,251 -161	-4%	-$43K	0.32%	63
2025 Q1	$1.12M	Sell	4,412 -377	-8%	-$117K	0.51%	49
2024 Q4	$1.6M	Sell	4,789 -68	-1%	-$21.7K	0.68%	34
2024 Q3	$1.33M	Buy	4,857 +97	+2%	+$24.8K	0.61%	39
2024 Q2	$1.22M	Sell	4,760 -223	-4%	-$59.7K	0.61%	38
2024 Q1	$1.5M	Sell	4,983 -355	-7%	-$102K	0.83%	31
2023 Q4	$1.4M	Buy	+5,338	New	+$1.21M	0.9%	29

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 Peaks Wealth Advisors's CRM Position: Q1 2026 in Review

Twin Peaks Wealth Advisors reduced its Salesforce (CRM) stake by 5.5% in Q1 2026, selling an estimated $39.2K and leaving 3,259 shares worth $608K. The position accounts for 0.15% of the portfolio, ranked #96.

Twin Peaks Wealth Advisors first reported a position in CRM in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.6M in Q4 2024. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Twin Peaks Wealth Advisors held 3,259 shares of Salesforce worth $608K as of Q1 2026.
Twin Peaks Wealth Advisors sold 189 Salesforce shares in Q1 2026, an estimated $39.2K.
Salesforce made up 0.15% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #96 holding.
Twin Peaks Wealth Advisors first reported a position in Salesforce in Q4 2023 and has held it in 10 quarters since.
Twin Peaks Wealth Advisors's Salesforce position peaked at $1.6M in Q4 2024.
2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.