SACKS & ASSOCIATES, LLC’s Salesforce CRM Stock Holding History

SACKS & ASSOCIATES, LLC’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	-2,655	Closed	-$703K	–	79
2025 Q4	$703K	Buy	+2,655	New	+$660K	0.52%	45

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

SACKS & ASSOCIATES, LLC's CRM Position: Q1 2026 in Review

SACKS & ASSOCIATES, LLC sold out of Salesforce (CRM) in Q1 2026, closing a stake of 2,655 shares — an estimated $703K sold.

SACKS & ASSOCIATES, LLC first reported a position in CRM in Q4 2025 and held it in 1 quarter. The position peaked at $703K in Q4 2025. 2,674 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

SACKS & ASSOCIATES, LLC reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
SACKS & ASSOCIATES, LLC sold 2,655 Salesforce shares in Q1 2026, an estimated $703K.
SACKS & ASSOCIATES, LLC first reported a position in Salesforce in Q4 2025 and held it in 1 quarter.
SACKS & ASSOCIATES, LLC's Salesforce position peaked at $703K in Q4 2025.
2,674 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on SACKS & ASSOCIATES, LLC's 13F filing for Q1 2026, filed 5 Aug 2026.