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AGH Wealth Advisors’s Salesforce CRM Stock Holding History

AGH 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 		$377K Sell
2,017
-311
-13% -$64.4K 0.28% 71
2025
Q4 		$617K Sell
2,328
-306
-12% -$76K 0.46% 41
2025
Q3 		$624K Sell
2,634
-402
-13% -$101K 0.46% 42
2025
Q2 		$828K Sell
3,036
-27
-0.9% -$7.22K 0.68% 28
2025
Q1 		$822K Buy
3,063
+210
+7% +$65.3K 0.79% 27
2024
Q4 		$954K Buy
+2,853
New +$911K 0.88% 27

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

AGH Wealth Advisors's CRM Position: Q1 2026 in Review

AGH Wealth Advisors reduced its Salesforce (CRM) stake by 13% in Q1 2026, selling an estimated $64.4K and leaving 2,017 shares worth $377K. The position accounts for 0.28% of the portfolio, ranked #71.

AGH Wealth Advisors first reported a position in CRM in Q4 2024 and has held it in 6 quarters since. The position peaked at $954K in Q4 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • AGH Wealth Advisors held 2,017 shares of Salesforce worth $377K as of Q1 2026.
  • AGH Wealth Advisors sold 311 Salesforce shares in Q1 2026, an estimated $64.4K.
  • Salesforce made up 0.28% of AGH Wealth Advisors's portfolio in Q1 2026, its #71 holding.
  • AGH Wealth Advisors first reported a position in Salesforce in Q4 2024 and has held it in 6 quarters since.
  • AGH Wealth Advisors's Salesforce position peaked at $954K in Q4 2024.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

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