MLG Wealth Management DBA Pine Grove Financial Group’s Salesforce CRM Stock Holding History

MLG Wealth Management DBA Pine Grove Financial 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
2025 Q4	$436K	Buy	+1,645	New	+$409K	0.05%	124

Other funds holding CRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

MLG Wealth Management DBA Pine Grove Financial Group's CRM Position: Q4 2025 in Review

MLG Wealth Management DBA Pine Grove Financial Group opened a new position in Salesforce (CRM) in Q4 2025: 1,645 shares worth $436K. The stake represents 0.05% of the portfolio and ranks #124 among its holdings.

2,950 funds tracked by Wall St. Rank hold CRM as of Q4 2025.

MLG Wealth Management DBA Pine Grove Financial Group held 1,645 shares of Salesforce worth $436K as of Q4 2025.
Salesforce was a new MLG Wealth Management DBA Pine Grove Financial Group position in Q4 2025.
Salesforce made up 0.05% of MLG Wealth Management DBA Pine Grove Financial Group's portfolio in Q4 2025, its #124 holding.
2,950 funds tracked by Wall St. Rank held Salesforce as of Q4 2025.

Based on MLG Wealth Management DBA Pine Grove Financial Group's 13F filing for Q4 2025, filed 25 Aug 2026.