PAG
CRM icon

Powers Advisory Group’s Salesforce CRM Stock Holding History

Powers 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
Q2 		– Sell
-1,218
Closed -$227K – 131
2026
Q1 		$227K Buy
1,218
+50
+4% +$10.4K 0.08% 120
2025
Q4 		$309K Buy
1,168
+1
+0.1% +$249 0.12% 99
2025
Q3 		$277K Sell
1,167
-45
-4% -$11.3K 0.11% 103
2025
Q2 		$331K Sell
1,212
-51
-4% -$13.6K 0.15% 89
2025
Q1 		$339K Buy
1,263
+1
+0.1% +$311 0.16% 83
2024
Q4 		$422K Sell
1,262
-10
-0.8% -$3.19K 0.21% 67
2024
Q3 		$348K Buy
1,272
+1
+0.1% +$256 0.17% 75
2024
Q2 		$327K Sell
1,271
-32
-2% -$8.56K 0.18% 78
2024
Q1 		$392K Sell
1,303
-22
-2% -$6.35K 0.22% 65
2023
Q4 		$349K Sell
1,325
-20
-1% -$4.53K 0.22% 68
2023
Q3 		$273K Hold
1,345
– – 0.19% 78
2023
Q2 		$284K Hold
1,345
– – 0.19% 77
2023
Q1 		$269K Buy
+1,345
New +$227K 0.19% 77
2022
Q4 		– Sell
-1,580
Closed -$227K – 92
2022
Q3 		$227K Buy
1,580
+25
+2% +$4.24K 0.18% 82
2022
Q2 		$257K Sell
1,555
-20
-1% -$3.53K 0.2% 80
2022
Q1 		$334K Buy
1,575
+627
+66% +$135K 0.23% 77
2021
Q4 		$241K Buy
+948
New +$266K 0.17% 84

Other funds holding CRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Powers Advisory Group's CRM Position: Q2 2026 in Review

Powers Advisory Group sold out of Salesforce (CRM) in Q2 2026, closing a stake of 1,218 shares — an estimated $227K sold.

Powers Advisory Group first reported a position in CRM in Q4 2021 and held it in 17 quarters. The position peaked at $422K in Q4 2024. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Powers Advisory Group reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
  • Powers Advisory Group sold 1,218 Salesforce shares in Q2 2026, an estimated $227K.
  • Powers Advisory Group first reported a position in Salesforce in Q4 2021 and held it in 17 quarters.
  • Powers Advisory Group's Salesforce position peaked at $422K in Q4 2024.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Powers Advisory Group's 13F filing for Q2 2026, filed 31 Jul 2026.