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Vermillion & White Wealth Management Group’s Salesforce CRM Stock Holding History

Vermillion & White Wealth Management Group’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
-19
Closed -$5.03K – 165
2025
Q4 		$5.03K Hold
19
– – ﹤0.01% 416
2025
Q3 		$4.5K Hold
19
– – ﹤0.01% 434
2025
Q2 		$5.18K Hold
19
– – ﹤0.01% 363
2025
Q1 		$5.1K Sell
19
-32
-63% -$9.95K ﹤0.01% 353
2024
Q4 		$17.1K Hold
51
– – 0.01% 206
2024
Q3 		$14K Hold
51
– – 0.01% 212
2024
Q2 		$13.1K Hold
51
– – 0.01% 212
2024
Q1 		$15.4K Buy
51
+32
+168% +$9.23K 0.01% 189
2023
Q4 		$5K Buy
+19
New +$4.3K ﹤0.01% 206

Other funds holding CRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Vermillion & White Wealth Management Group's CRM Position: Q1 2026 in Review

Vermillion & White Wealth Management Group sold out of Salesforce (CRM) in Q1 2026, closing a stake of 19 shares — an estimated $5.03K sold.

Vermillion & White Wealth Management Group first reported a position in CRM in Q4 2023 and held it in 9 quarters. The position peaked at $17.1K in Q4 2024. 2,682 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Vermillion & White Wealth Management Group reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
  • Vermillion & White Wealth Management Group sold 19 Salesforce shares in Q1 2026, an estimated $5.03K.
  • Vermillion & White Wealth Management Group first reported a position in Salesforce in Q4 2023 and held it in 9 quarters.
  • Vermillion & White Wealth Management Group's Salesforce position peaked at $17.1K in Q4 2024.
  • 2,682 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Vermillion & White Wealth Management Group's 13F filing for Q1 2026, filed 14 May 2026.