Wealth Architects’s Salesforce CRM Stock Holding History

Wealth Architects’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	$229K	Sell	1,227 -102	-8%	-$21.1K	0.02%	212
2025 Q4	$352K	Buy	1,329 +140	+12%	+$34.8K	0.03%	168
2025 Q3	$282K	Sell	1,189 -53	-4%	-$13.4K	0.03%	188
2025 Q2	$339K	Buy	1,242 +30	+2%	+$8.02K	0.03%	161
2025 Q1	$325K	Buy	1,212 +339	+39%	+$105K	0.04%	177
2024 Q4	$292K	Sell	873 -351	-29%	-$112K	0.03%	169
2024 Q3	$335K	Buy	1,224 +25	+2%	+$6.4K	0.04%	157
2024 Q2	$308K	Sell	1,199 -26	-2%	-$6.96K	0.04%	161
2024 Q1	$369K	Sell	1,225 -67	-5%	-$19.3K	0.05%	143
2023 Q4	$340K	Buy	1,292 +222	+21%	+$50.2K	0.05%	139
2023 Q3	$217K	Buy	1,070 +68	+7%	+$14.7K	0.04%	169
2023 Q2	$212K	Buy	+1,002	New	+$205K	0.03%	176
2022 Q3	–	Sell	-1,410	Closed	-$233K	–	179
2022 Q2	$233K	Sell	1,410 -127	-8%	-$22.4K	0.05%	157
2022 Q1	$326K	Buy	1,537 +65	+4%	+$14K	0.06%	147
2021 Q4	$374K	Buy	1,472 +104	+8%	+$29.2K	0.07%	136
2021 Q3	$371K	Buy	1,368 +173	+14%	+$43.9K	0.07%	126
2021 Q2	$292K	Buy	+1,195	New	+$275K	0.06%	134

Other funds holding CRM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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