White Knight Strategic Wealth Advisors’s Salesforce CRM Stock Holding History

White Knight Strategic Wealth Advisors’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	-820	Closed	-$217K	–	85
2025 Q4	$217K	Sell	820 -421	-34%	-$105K	0.16%	86
2025 Q3	$294K	Sell	1,241 -33	-3%	-$8.32K	0.23%	71
2025 Q2	$347K	Buy	1,274 +8	+0.6%	+$2.14K	0.3%	62
2025 Q1	$340K	Sell	1,266 -1,436	-53%	-$447K	0.31%	59
2024 Q4	$903K	Buy	2,702 +1,320	+96%	+$421K	0.38%	52
2024 Q3	$378K	Buy	1,382 +40	+3%	+$10.2K	0.34%	54
2024 Q2	$345K	Buy	1,342 +122	+10%	+$32.6K	0.34%	52
2024 Q1	$367K	Hold	1,220	–	–	0.38%	51
2023 Q4	$321K	Sell	1,220 -85	-7%	-$19.2K	0.37%	53
2023 Q3	$265K	Sell	1,305 -35	-3%	-$7.56K	0.35%	50
2023 Q2	$283K	Hold	1,340	–	–	0.33%	57
2023 Q1	$268K	Buy	+1,340	New	+$226K	0.34%	57
2022 Q3	–	Sell	-1,386	Closed	-$229K	–	65
2022 Q2	$229K	Buy	1,386 +10	+0.7%	+$1.77K	0.32%	59
2022 Q1	$292K	Buy	1,376 +276	+25%	+$59.4K	0.32%	59
2021 Q4	$280K	Buy	+1,100	New	+$309K	0.29%	64

Other funds holding CRM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

White Knight Strategic Wealth Advisors's CRM Position: Q1 2026 in Review

White Knight Strategic Wealth Advisors sold out of Salesforce (CRM) in Q1 2026, closing a stake of 820 shares — an estimated $217K sold.

White Knight Strategic Wealth Advisors first reported a position in CRM in Q4 2021 and held it in 15 quarters. The position peaked at $903K in Q4 2024. 2,682 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

White Knight Strategic Wealth Advisors reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
White Knight Strategic Wealth Advisors sold 820 Salesforce shares in Q1 2026, an estimated $217K.
White Knight Strategic Wealth Advisors first reported a position in Salesforce in Q4 2021 and held it in 15 quarters.
White Knight Strategic Wealth Advisors's Salesforce position peaked at $903K in Q4 2024.
2,682 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on White Knight Strategic Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.