Pioneer Wealth Management Group’s Salesforce CRM Stock Holding History

Pioneer Wealth Management 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 Q2	$242K	Buy	1,544 +4	+0.3%	+$703	0.06%	52
2026 Q1	$287K	Buy	1,540 +5	+0.3%	+$1.04K	0.08%	46
2025 Q4	$407K	Sell	1,535 -39	-2%	-$9.69K	0.12%	43
2025 Q3	$373K	Buy	1,574 +39	+3%	+$9.84K	0.12%	42
2025 Q2	$419K	Hold	1,535	–	–	0.16%	36
2025 Q1	$412K	Buy	+1,535	New	+$477K	0.18%	28
2024 Q3	$457K	Hold	1,668	–	–	0.22%	32
2024 Q2	$429K	Buy	1,668 +812	+95%	+$217K	0.23%	32
2024 Q1	$258K	Sell	856 -63	-7%	-$18.2K	0.15%	36
2023 Q4	$242K	Buy	+919	New	+$208K	0.15%	33

Other funds holding CRM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

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

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Pioneer Wealth Management Group's CRM Position: Q2 2026 in Review

Pioneer Wealth Management Group increased its Salesforce (CRM) stake by 0.26% in Q2 2026, buying an estimated $703 and bringing the position to 1,544 shares worth $242K. The position accounts for 0.06% of the portfolio, ranked #52.

Pioneer Wealth Management Group first reported a position in CRM in Q4 2023 and has held it in 10 quarters since. The position peaked at $457K in Q3 2024. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Pioneer Wealth Management Group held 1,544 shares of Salesforce worth $242K as of Q2 2026.
Pioneer Wealth Management Group bought 4 Salesforce shares in Q2 2026, an estimated $703.
Salesforce made up 0.06% of Pioneer Wealth Management Group's portfolio in Q2 2026, its #52 holding.
Pioneer Wealth Management Group first reported a position in Salesforce in Q4 2023 and has held it in 10 quarters since.
Pioneer Wealth Management Group's Salesforce position peaked at $457K in Q3 2024.
2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Pioneer Wealth Management Group's 13F filing for Q2 2026, filed 7 Jul 2026.