GM Advisory Group’s Salesforce CRM Stock Holding History

GM 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 Q1	$595K	Buy	3,185 +80	+3%	+$16.6K	0.02%	212
2025 Q4	$823K	Sell	3,105 -196	-6%	-$48.7K	0.03%	179
2025 Q3	$782K	Sell	3,301 -510	-13%	-$129K	0.03%	164
2025 Q2	$1.04M	Buy	3,811 +2,462	+183%	+$658K	0.05%	142
2025 Q1	$362K	Sell	1,349 -44	-3%	-$13.7K	0.02%	200
2024 Q4	$466K	Buy	1,393 +590	+73%	+$188K	0.03%	175
2024 Q3	$220K	Sell	803 -79	-9%	-$20.2K	0.01%	229
2024 Q2	$227K	Buy	+882	New	+$236K	0.01%	210
2022 Q4	–	Sell	-4,208	Closed	-$605K	–	176
2022 Q3	$605K	Sell	4,208 -500	-11%	-$84.8K	0.08%	99
2022 Q2	$777K	Sell	4,708 -3,803	-45%	-$672K	0.12%	82
2022 Q1	$1.81M	Buy	8,511 +7,304	+605%	+$1.57M	0.21%	63
2021 Q4	$307K	Buy	1,207 +141	+13%	+$39.6K	0.03%	157
2021 Q3	$289K	Buy	1,066 +145	+16%	+$36.8K	0.03%	166
2021 Q2	$225K	Buy	+921	New	+$212K	0.02%	185
2021 Q1	–	Sell	-1,042	Closed	-$232K	–	199
2020 Q4	$232K	Buy	+1,042	New	+$253K	0.03%	154

Other funds holding CRM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

GM Advisory Group's CRM Position: Q1 2026 in Review

GM Advisory Group increased its Salesforce (CRM) stake by 2.6% in Q1 2026, buying an estimated $16.6K and bringing the position to 3,185 shares worth $595K. The position accounts for 0.02% of the portfolio, ranked #212.

GM Advisory Group first reported a position in CRM in Q4 2020 and has held it in 15 quarters since. The position peaked at $1.81M in Q1 2022. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

GM Advisory Group held 3,185 shares of Salesforce worth $595K as of Q1 2026.
GM Advisory Group bought 80 Salesforce shares in Q1 2026, an estimated $16.6K.
Salesforce made up 0.02% of GM Advisory Group's portfolio in Q1 2026, its #212 holding.
GM Advisory Group first reported a position in Salesforce in Q4 2020 and has held it in 15 quarters since.
GM Advisory Group's Salesforce position peaked at $1.81M in Q1 2022.
2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on GM Advisory Group's 13F filing for Q1 2026, filed 28 Apr 2026.