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Cornerstone Wealth Group’s Salesforce CRM Stock Holding History

Cornerstone Wealth 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
Q1 		$701K Buy
3,749
+498
+15% +$103K 0.05% 197
2025
Q4 		$861K Buy
3,251
+394
+14% +$97.9K 0.06% 165
2025
Q3 		$677K Buy
2,857
+169
+6% +$42.6K 0.05% 173
2025
Q2 		$733K Buy
2,688
+125
+5% +$33.4K 0.06% 153
2025
Q1 		$688K Sell
2,563
-162
-6% -$50.4K 0.06% 155
2024
Q4 		$911K Buy
2,725
+441
+19% +$141K 0.07% 136
2024
Q3 		$625K Sell
2,284
-107
-4% -$27.4K 0.05% 155
2024
Q2 		$615K Sell
2,391
-11,162
-82% -$2.99M 0.05% 149
2024
Q1 		$4.08M Sell
13,553
-3,480
-20% -$1M 0.38% 67
2023
Q4 		$4.48M Sell
17,033
-640
-4% -$145K 0.64% 44
2023
Q3 		$3.58M Buy
+17,673
New +$3.82M 0.64% 55
2020
Q4 		– Sell
-844
Closed -$212K – 153
2020
Q3 		$212K Sell
844
-9,776
-92% -$2.14M 0.06% 126
2020
Q2 		$1.99M Buy
10,620
+820
+8% +$138K 0.5% 56
2020
Q1 		$1.41M Buy
9,800
+2,616
+36% +$449K 0.5% 52
2019
Q4 		$1.17M Buy
7,184
+439
+7% +$68.8K 0.32% 86
2019
Q3 		$1M Buy
6,745
+287
+4% +$43.6K 0.25% 87
2019
Q2 		$980K Sell
6,458
-67
-1% -$10.5K 0.26% 99
2019
Q1 		$1.03M Buy
+6,525
New +$1.01M 0.26% 88

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

Cornerstone Wealth Group's CRM Position: Q1 2026 in Review

Cornerstone Wealth Group increased its Salesforce (CRM) stake by 15% in Q1 2026, buying an estimated $103K and bringing the position to 3,749 shares worth $701K. The position accounts for 0.05% of the portfolio, ranked #197.

Cornerstone Wealth Group first reported a position in CRM in Q1 2019 and has held it in 18 quarters since. The position peaked at $4.48M in Q4 2023. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Cornerstone Wealth Group held 3,749 shares of Salesforce worth $701K as of Q1 2026.
  • Cornerstone Wealth Group bought 498 Salesforce shares in Q1 2026, an estimated $103K.
  • Salesforce made up 0.05% of Cornerstone Wealth Group's portfolio in Q1 2026, its #197 holding.
  • Cornerstone Wealth Group first reported a position in Salesforce in Q1 2019 and has held it in 18 quarters since.
  • Cornerstone Wealth Group's Salesforce position peaked at $4.48M in Q4 2023.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

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