Wealth Advisors of Iowa’s Salesforce CRM Stock Holding History

Wealth Advisors of Iowa’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	$539K	Sell	2,888 -32	-1%	-$6.63K	0.17%	49
2025 Q4	$774K	Sell	2,920 -7	-0.2%	-$1.74K	0.25%	45
2025 Q3	$694K	Sell	2,927 -113	-4%	-$28.5K	0.24%	43
2025 Q2	$829K	Hold	3,040	–	–	0.31%	37
2025 Q1	$816K	Sell	3,040 -12	-0.4%	-$3.73K	0.35%	36
2024 Q4	$1.02M	Buy	3,052 +24	+0.8%	+$7.66K	0.51%	26
2024 Q3	$829K	Buy	3,028 +4	+0.1%	+$1.02K	0.42%	29
2024 Q2	$778K	Buy	3,024 +5	+0.2%	+$1.34K	0.43%	16
2024 Q1	$909K	Sell	3,019 -1,825	-38%	-$527K	0.55%	20
2023 Q4	$1.27M	Hold	4,844	–	–	0.86%	17
2023 Q3	$982K	Hold	4,844	–	–	0.69%	19
2023 Q2	$1.02M	Sell	4,844 -602	-11%	-$123K	0.74%	16
2023 Q1	$1.09M	Buy	+5,446	New	+$920K	0.85%	16

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

Wealth Advisors of Iowa's CRM Position: Q1 2026 in Review

Wealth Advisors of Iowa reduced its Salesforce (CRM) stake by 1.1% in Q1 2026, selling an estimated $6.63K and leaving 2,888 shares worth $539K. The position accounts for 0.17% of the portfolio, ranked #49.

Wealth Advisors of Iowa first reported a position in CRM in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.27M in Q4 2023. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Wealth Advisors of Iowa held 2,888 shares of Salesforce worth $539K as of Q1 2026.
Wealth Advisors of Iowa sold 32 Salesforce shares in Q1 2026, an estimated $6.63K.
Salesforce made up 0.17% of Wealth Advisors of Iowa's portfolio in Q1 2026, its #49 holding.
Wealth Advisors of Iowa first reported a position in Salesforce in Q1 2023 and has held it in 13 quarters since.
Wealth Advisors of Iowa's Salesforce position peaked at $1.27M in Q4 2023.
2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Wealth Advisors of Iowa's 13F filing for Q1 2026, filed 13 May 2026.