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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Powers Advisory Group's CRM Position: Q1 2026 in Review

Powers Advisory Group increased its Salesforce (CRM) stake by 4.3% in Q1 2026, buying an estimated $10.4K and bringing the position to 1,218 shares worth $227K. The position accounts for 0.08% of the portfolio, ranked #120.

Powers Advisory Group first reported a position in CRM in Q4 2021 and has held it in 17 quarters since. The position peaked at $422K in Q4 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Powers Advisory Group held 1,218 shares of Salesforce worth $227K as of Q1 2026.
  • Powers Advisory Group bought 50 Salesforce shares in Q1 2026, an estimated $10.4K.
  • Salesforce made up 0.08% of Powers Advisory Group's portfolio in Q1 2026, its #120 holding.
  • Powers Advisory Group first reported a position in Salesforce in Q4 2021 and has held it in 17 quarters since.
  • Powers Advisory Group's Salesforce position peaked at $422K in Q4 2024.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Powers Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.