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Capital Advisory Group Advisory Services’s Salesforce CRM Stock Holding History

Capital Advisory Group Advisory Services’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
-1,265
Closed -$335K – 37
2025
Q4 		$335K Sell
1,265
-81
-6% -$20.1K 0.1% 135
2025
Q3 		$319K Buy
1,346
+190
+16% +$47.9K 0.1% 148
2025
Q2 		$315K Hold
1,156
– – 0.11% 137
2025
Q1 		$310K Sell
1,156
-33
-3% -$10.3K 0.12% 135
2024
Q4 		$398K Sell
1,189
-26
-2% -$8.3K 0.14% 128
2024
Q3 		$333K Sell
1,215
-25
-2% -$6.4K 0.13% 125
2024
Q2 		$319K Hold
1,240
– – 0.14% 119
2024
Q1 		$373K Buy
1,240
+89
+8% +$25.7K 0.18% 109
2023
Q4 		$303K Sell
1,151
-17
-1% -$3.85K 0.16% 114
2023
Q3 		$237K Buy
+1,168
New +$252K 0.13% 130
2023
Q2 		– Sell
-1,121
Closed -$224K – 98
2023
Q1 		$224K Buy
+1,121
New +$189K 0.13% 132
2022
Q4 		– Sell
-1,409
Closed -$203K – 134
2022
Q3 		$203K Sell
1,409
-70
-5% -$11.9K 0.14% 132
2022
Q2 		$247K Sell
1,479
-1,216
-45% -$215K 0.15% 122
2022
Q1 		$572K Buy
2,695
+218
+9% +$46.9K 0.27% 85
2021
Q4 		$629K Buy
2,477
+11
+0.4% +$3.09K 0.27% 85
2021
Q3 		$669K Buy
2,466
+167
+7% +$42.4K 0.24% 96
2021
Q2 		$562K Sell
2,299
-199
-8% -$45.9K 0.2% 107
2021
Q1 		$529K Sell
2,498
-901
-27% -$201K 0.21% 107
2020
Q4 		$756K Buy
3,399
+2,995
+741% +$728K 0.32% 76
2020
Q3 		$102K Buy
+404
New +$88.4K 0.05% 175

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

Capital Advisory Group Advisory Services's CRM Position: Q1 2026 in Review

Capital Advisory Group Advisory Services sold out of Salesforce (CRM) in Q1 2026, closing a stake of 1,265 shares — an estimated $335K sold.

Capital Advisory Group Advisory Services first reported a position in CRM in Q3 2020 and held it in 20 quarters. The position peaked at $756K in Q4 2020. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Capital Advisory Group Advisory Services reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
  • Capital Advisory Group Advisory Services sold 1,265 Salesforce shares in Q1 2026, an estimated $335K.
  • Capital Advisory Group Advisory Services first reported a position in Salesforce in Q3 2020 and held it in 20 quarters.
  • Capital Advisory Group Advisory Services's Salesforce position peaked at $756K in Q4 2020.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Capital Advisory Group Advisory Services's 13F filing for Q1 2026, filed 15 Apr 2026.