PWMG
CRM icon

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
Q3 		$359K Buy
1,564
+20
+1% +$4.13K 0.08% 47
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

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
KIG
Kessler Investment Group Columbus, Indiana $207M AUM 43.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
PCMC
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return

Pioneer Wealth Management Group's CRM Position: Q3 2026 in Review

Pioneer Wealth Management Group increased its Salesforce (CRM) stake by 1.3% in Q3 2026, buying an estimated $4.13K and bringing the position to 1,564 shares worth $359K. The position accounts for 0.08% of the portfolio, ranked #47.

Pioneer Wealth Management Group first reported a position in CRM in Q4 2023 and has held it in 11 quarters since. The position peaked at $457K in Q3 2024. 122 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

  • Pioneer Wealth Management Group held 1,564 shares of Salesforce worth $359K as of Q3 2026.
  • Pioneer Wealth Management Group bought 20 Salesforce shares in Q3 2026, an estimated $4.13K.
  • Salesforce made up 0.08% of Pioneer Wealth Management Group's portfolio in Q3 2026, its #47 holding.
  • Pioneer Wealth Management Group first reported a position in Salesforce in Q4 2023 and has held it in 11 quarters since.
  • Pioneer Wealth Management Group's Salesforce position peaked at $457K in Q3 2024.
  • 122 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on Pioneer Wealth Management Group's 13F filing for Q3 2026, filed 9 Oct 2026.