ViaWealth’s Salesforce CRM Stock Holding History

ViaWealth’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	$874K	Sell	4,684 -487	-9%	-$101K	0.49%	60
2025 Q4	$1.37M	Sell	5,171 -290	-5%	-$72.1K	0.77%	35
2025 Q3	$1.29M	Buy	5,461 +198	+4%	+$49.9K	0.71%	39
2025 Q2	$1.44M	Buy	5,263 +333	+7%	+$89K	0.85%	34
2025 Q1	$1.32M	Sell	4,930 -181	-4%	-$56.3K	0.82%	32
2024 Q4	$1.71M	Buy	5,111 +405	+9%	+$129K	1.03%	25
2024 Q3	$1.29M	Buy	4,706 +582	+14%	+$149K	0.75%	36
2024 Q2	$1.06M	Buy	4,124 +850	+26%	+$227K	0.66%	42
2024 Q1	$986K	Sell	3,274 -15	-0.5%	-$4.33K	0.62%	48
2023 Q4	$865K	Hold	3,289	–	–	0.6%	46
2023 Q3	$667K	Hold	3,289	–	–	0.49%	65
2023 Q2	$695K	Sell	3,289 -50	-1%	-$10.2K	0.52%	63
2023 Q1	$667K	Hold	3,339	–	–	0.53%	63
2022 Q4	$491K	Buy	+3,339	New	+$487K	0.4%	89

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

ViaWealth's CRM Position: Q1 2026 in Review

ViaWealth reduced its Salesforce (CRM) stake by 9.4% in Q1 2026, selling an estimated $101K and leaving 4,684 shares worth $874K. The position accounts for 0.49% of the portfolio, ranked #60.

ViaWealth first reported a position in CRM in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.71M in Q4 2024. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

ViaWealth held 4,684 shares of Salesforce worth $874K as of Q1 2026.
ViaWealth sold 487 Salesforce shares in Q1 2026, an estimated $101K.
Salesforce made up 0.49% of ViaWealth's portfolio in Q1 2026, its #60 holding.
ViaWealth first reported a position in Salesforce in Q4 2022 and has held it in 14 quarters since.
ViaWealth's Salesforce position peaked at $1.71M in Q4 2024.
2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on ViaWealth's 13F filing for Q1 2026, filed 11 May 2026.