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Yoder Wealth Management’s Salesforce CRM Stock Holding History

Yoder Wealth Management’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 		$260K Buy
1,391
+23
+2% +$4.76K 0.12% 106
2025
Q4 		$362K Buy
1,368
+7
+0.5% +$1.74K 0.17% 81
2025
Q3 		$323K Buy
1,361
+54
+4% +$13.6K 0.15% 82
2025
Q2 		$356K Buy
1,307
+77
+6% +$20.6K 0.19% 76
2025
Q1 		$330K Sell
1,230
-9
-0.7% -$2.8K 0.19% 75
2024
Q4 		$414K Buy
1,239
+28
+2% +$8.94K 0.23% 70
2024
Q3 		$331K Buy
1,211
+30
+3% +$7.68K 0.2% 76
2024
Q2 		$304K Buy
1,181
+4
+0.3% +$1.07K 0.2% 76
2024
Q1 		$354K Sell
1,177
-22
-2% -$6.35K 0.23% 66
2023
Q4 		$316K Sell
1,199
-37
-3% -$8.37K 0.22% 65
2023
Q3 		$251K Buy
1,236
+54
+5% +$11.7K 0.21% 66
2023
Q2 		$250K Buy
1,182
+60
+5% +$12.2K 0.2% 63
2023
Q1 		$224K Buy
+1,122
New +$190K 0.19% 62

Other funds holding CRM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
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
VPM
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

Yoder Wealth Management's CRM Position: Q1 2026 in Review

Yoder Wealth Management increased its Salesforce (CRM) stake by 1.7% in Q1 2026, buying an estimated $4.76K and bringing the position to 1,391 shares worth $260K. The position accounts for 0.12% of the portfolio, ranked #106.

Yoder Wealth Management first reported a position in CRM in Q1 2023 and has held it in 13 quarters since. The position peaked at $414K in Q4 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Yoder Wealth Management held 1,391 shares of Salesforce worth $260K as of Q1 2026.
  • Yoder Wealth Management bought 23 Salesforce shares in Q1 2026, an estimated $4.76K.
  • Salesforce made up 0.12% of Yoder Wealth Management's portfolio in Q1 2026, its #106 holding.
  • Yoder Wealth Management first reported a position in Salesforce in Q1 2023 and has held it in 13 quarters since.
  • Yoder Wealth Management's Salesforce position peaked at $414K in Q4 2024.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Yoder Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.