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U.S. Capital Wealth Advisors’s Salesforce CRM Stock Holding History

U.S. Capital 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 		$1.75M Sell
9,387
-2,552
-21% -$529K 0.04% 376
2025
Q4 		$3.16M Buy
11,939
+744
+7% +$185K 0.08% 252
2025
Q3 		$2.65M Sell
11,195
-1,868
-14% -$471K 0.07% 269
2025
Q2 		$3.56M Sell
13,063
-5,213
-29% -$1.39M 0.1% 207
2025
Q1 		$4.9M Buy
18,276
+1,146
+7% +$356K 0.15% 159
2024
Q4 		$5.73M Buy
17,130
+4,706
+38% +$1.5M 0.18% 139
2024
Q3 		$3.4M Buy
12,424
+5,299
+74% +$1.36M 0.12% 167
2024
Q2 		$1.83M Buy
7,125
+94
+1% +$25.2K 0.07% 254
2024
Q1 		$2.12M Sell
7,031
-86
-1% -$24.8K 0.08% 219
2023
Q4 		$1.87M Sell
7,117
-1,309
-16% -$296K 0.07% 242
2023
Q3 		$1.71M Buy
8,426
+1,160
+16% +$251K 0.08% 227
2023
Q2 		$1.54M Sell
7,266
-877
-11% -$179K 0.07% 255
2023
Q1 		$1.63M Buy
8,143
+902
+12% +$152K 0.08% 235
2022
Q4 		$960K Sell
7,241
-507
-7% -$74K 0.04% 334
2022
Q3 		$1.11M Sell
7,748
-1,125
-13% -$191K 0.06% 317
2022
Q2 		$1.46M Sell
8,873
-2,179
-20% -$385K 0.06% 279
2022
Q1 		$2.35M Sell
11,052
-248
-2% -$53.4K 0.09% 219
2021
Q4 		$2.87M Buy
11,300
+382
+3% +$107K 0.11% 197
2021
Q3 		$2.96M Buy
+10,918
New +$2.77M 0.13% 186

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

U.S. Capital Wealth Advisors's CRM Position: Q1 2026 in Review

U.S. Capital Wealth Advisors reduced its Salesforce (CRM) stake by 21% in Q1 2026, selling an estimated $529K and leaving 9,387 shares worth $1.75M. The position accounts for 0.04% of the portfolio, ranked #376.

U.S. Capital Wealth Advisors first reported a position in CRM in Q3 2021 and has held it in 19 quarters since. The position peaked at $5.73M in Q4 2024. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • U.S. Capital Wealth Advisors held 9,387 shares of Salesforce worth $1.75M as of Q1 2026.
  • U.S. Capital Wealth Advisors sold 2,552 Salesforce shares in Q1 2026, an estimated $529K.
  • Salesforce made up 0.04% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #376 holding.
  • U.S. Capital Wealth Advisors first reported a position in Salesforce in Q3 2021 and has held it in 19 quarters since.
  • U.S. Capital Wealth Advisors's Salesforce position peaked at $5.73M in Q4 2024.
  • 2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.