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Unique Wealth’s Salesforce CRM Stock Holding History

Unique 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 		– Sell
-7,677
Closed -$2.03M – 193
2025
Q4 		$2.03M Sell
7,677
-2,472
-24% -$614K 0.28% 69
2025
Q3 		$2.41M Sell
10,149
-148
-1% -$37.3K 0.35% 59
2025
Q2 		$2.81M Buy
10,297
+375
+4% +$100K 0.45% 51
2025
Q1 		$2.66M Buy
9,922
+2,083
+27% +$648K 0.5% 46
2024
Q4 		$2.62M Buy
7,839
+867
+12% +$277K 0.55% 40
2024
Q3 		$1.91M Buy
6,972
+798
+13% +$204K 0.44% 44
2024
Q2 		$1.59M Buy
6,174
+2,528
+69% +$676K 0.42% 38
2024
Q1 		$1.1M Buy
3,646
+2,097
+135% +$605K 0.31% 43
2023
Q4 		$408K Buy
+1,549
New +$351K 0.13% 60

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

Unique Wealth's CRM Position: Q1 2026 in Review

Unique Wealth sold out of Salesforce (CRM) in Q1 2026, closing a stake of 7,677 shares — an estimated $2.03M sold.

Unique Wealth first reported a position in CRM in Q4 2023 and held it in 9 quarters. The position peaked at $2.81M in Q2 2025. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Unique Wealth reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
  • Unique Wealth sold 7,677 Salesforce shares in Q1 2026, an estimated $2.03M.
  • Unique Wealth first reported a position in Salesforce in Q4 2023 and held it in 9 quarters.
  • Unique Wealth's Salesforce position peaked at $2.81M in Q2 2025.
  • 2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Unique Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.