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Goodman Advisory Group’s Salesforce CRM Stock Holding History

Goodman 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 		– Sell
-488
Closed -$129K – 190
2025
Q4 		$129K Buy
488
+106
+28% +$26.3K 0.03% 80
2025
Q3 		$90.5K Sell
382
-504
-57% -$127K 0.02% 92
2025
Q2 		$242K Sell
886
-2,415
-73% -$646K 0.08% 52
2025
Q1 		$886K Buy
+3,301
New +$1.03M 0.27% 58
2024
Q4 		– Sell
-1,046
Closed -$286K – 77
2024
Q3 		$286K Buy
1,046
+23
+2% +$5.89K 0.08% 74
2024
Q2 		$263K Hold
1,023
– – 0.08% 74
2024
Q1 		$308K Hold
1,023
– – 0.1% 65
2023
Q4 		$269K Sell
1,023
-3,360
-77% -$760K 0.09% 61
2023
Q3 		$889K Sell
4,383
-82
-2% -$17.7K 0.33% 49
2023
Q2 		$943K Sell
4,465
-9,862
-69% -$2.01M 0.35% 46
2023
Q1 		$2.86M Buy
14,327
+8,453
+144% +$1.43M 1.56% 21
2022
Q4 		$779K Buy
5,874
+934
+19% +$136K 0.45% 34
2022
Q3 		$711K Buy
+4,940
New +$838K 0.39% 30
2022
Q2 		– Sell
-37,694
Closed -$8M – 172
2022
Q1 		$8M Buy
37,694
+6,282
+20% +$1.35M 2.77% 7
2021
Q4 		$7.98M Buy
+31,412
New +$8.83M 2.69% 12

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

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

Goodman Advisory Group sold out of Salesforce (CRM) in Q1 2026, closing a stake of 488 shares — an estimated $129K sold.

Goodman Advisory Group first reported a position in CRM in Q4 2021 and held it in 15 quarters. The position peaked at $8M in Q1 2022. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Goodman Advisory Group reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
  • Goodman Advisory Group sold 488 Salesforce shares in Q1 2026, an estimated $129K.
  • Goodman Advisory Group first reported a position in Salesforce in Q4 2021 and held it in 15 quarters.
  • Goodman Advisory Group's Salesforce position peaked at $8M in Q1 2022.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

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