SEC 13F Intelligence

Peloton Wealth Strategists / CRM

Peloton Wealth Strategists’s Salesforce Inc Position

Does Peloton Wealth Strategists own Salesforce Inc (CRM)? Yes — 17.0K shares worth $3M (+1.28% of its 13F portfolio) as of Q1 2026, down from 22.5K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
17.0K
% of Portfolio
+1.28%
Quarters Held
28
currently held

Position History CRM

Reported value by quarter
Q1 ’19: $5MQ1 ’19Q2 ’19: $4MQ3 ’19: $4MQ4 ’19: $5MQ1 ’20: $4MQ1 ’20Q2 ’20: $5MQ3 ’20: $7MQ4 ’20: $6MQ2 ’21: $6MQ2 ’21Q3 ’21: $7MQ4 ’21: $6MQ1 ’22: $5MQ2 ’22: $4MQ2 ’22Q3 ’22: $4MQ4 ’22: $3MQ1 ’23: $5MQ2 ’23: $6MQ2 ’23Q3 ’23: $5MQ4 ’23: $7MQ1 ’24: $7MQ2 ’24: $6MQ2 ’24Q3 ’24: $7MQ4 ’24: $8MQ1 ’25: $6MQ2 ’25: $7MQ2 ’25Q3 ’25: $6MQ4 ’25: $6MQ1 ’26: $3Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202617.0K$3M+1.28%
Q4 202522.5K$6M+2.31%
Q3 202523.9K$6M+2.22%
Q2 202524.5K$7M+2.68%
Q1 202523.5K$6M+2.63%
Q4 202424.9K$8M+3.36%
Q3 202424.8K$7M+2.70%
Q2 202423.1K$6M+2.45%
Q1 202423.7K$7M+2.90%
Q4 202325.4K$7M+2.89%
Q3 202325.9K$5M+2.42%
Q2 202326.6K$6M+2.48%
Q1 202326.7K$5M+2.43%
Q4 202226.1K$3M+1.67%
Q3 202225.4K$4M+1.90%
Q2 202225.4K$4M+2.05%
Q1 202225.3K$5M+2.24%
Q4 202124.2K$6M+2.46%
Q3 202125.8K$7M+2.86%
Q2 202126.0K$6M+2.62%
Q4 202026.6K$6M+2.93%
Q3 202027.4K$7M+3.86%
Q2 202027.9K$5M+3.29%
Q1 202026.2K$4M+3.07%
Q4 201928.1K$5M+2.77%
Q3 201929.1K$4M+2.76%
Q2 201928.6K$4M+2.91%
Q1 201930.0K$5M+3.29%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Peloton Wealth Strategists’s full portfolio or all institutional holders of CRM.