Client 1st Advisory Group
CRM icon

Client 1st Advisory Group’s Salesforce CRM Stock Holding History

Client 1st Advisory Group’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
Q3 		$257K Buy
+1,118
New +$231K 0.07% 121
2026
Q1 		– Sell
-1,159
Closed -$307K – 146
2025
Q4 		$307K Buy
1,159
+70
+6% +$17.4K 0.1% 103
2025
Q3 		$258K Buy
+1,089
New +$275K 0.09% 114
2025
Q1 		– Sell
-631
Closed -$211K – 133
2024
Q4 		$211K Buy
+631
New +$201K 0.08% 124

Other funds holding CRM

KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Fideuram - Intesa Sanpaolo Private Banking
Fideuram - Intesa Sanpaolo Private Banking Turin $3.5B AUM 45.13% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Client 1st Advisory Group's CRM Position: Q3 2026 in Review

Client 1st Advisory Group opened a new position in Salesforce (CRM) in Q3 2026: 1,118 shares worth $257K. The stake represents 0.07% of the portfolio and ranks #121 among its holdings. This is a return to the name: Client 1st Advisory Group previously reported a position in CRM as recently as Q4 2025.

Client 1st Advisory Group first reported a position in CRM in Q4 2024 and has held it in 4 quarters since. The position peaked at $307K in Q4 2025. 712 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

  • Client 1st Advisory Group held 1,118 shares of Salesforce worth $257K as of Q3 2026.
  • Salesforce was a new Client 1st Advisory Group position in Q3 2026.
  • Salesforce made up 0.07% of Client 1st Advisory Group's portfolio in Q3 2026, its #121 holding.
  • Client 1st Advisory Group first reported a position in Salesforce in Q4 2024 and has held it in 4 quarters since.
  • Client 1st Advisory Group's Salesforce position peaked at $307K in Q4 2025.
  • 712 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on Client 1st Advisory Group's 13F filing for Q3 2026, filed 19 Oct 2026.