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Private Advisor Group’s Salesforce CRM Stock Holding History

Private Advisor 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 		$6.18M Sell
39,473
-9,616
-20% -$1.69M 0.03% 537
2026
Q1 		$9.16M Sell
49,089
-10,202
-17% -$2.11M 0.04% 430
2025
Q4 		$15.7M Sell
59,291
-10,394
-15% -$2.58M 0.07% 276
2025
Q3 		$16.5M Sell
69,685
-9,103
-12% -$2.3M 0.08% 249
2025
Q2 		$21.5M Buy
78,788
+845
+1% +$226K 0.12% 181
2025
Q1 		$20.9M Buy
77,943
+7,490
+11% +$2.33M 0.13% 165
2024
Q4 		$23.6M Sell
70,453
-946
-1% -$302K 0.13% 144
2024
Q3 		$19.5M Sell
71,399
-1,933
-3% -$495K 0.12% 161
2024
Q2 		$18.9M Sell
73,332
-1,138
-2% -$305K 0.13% 152
2024
Q1 		$22.4M Buy
74,470
+5,363
+8% +$1.55M 0.16% 119
2023
Q4 		$18.2M Buy
69,107
+2,261
+3% +$512K 0.14% 138
2023
Q3 		$13.6M Buy
66,846
+566
+0.9% +$122K 0.12% 158
2023
Q2 		$14.1M Buy
66,280
+4,874
+8% +$995K 0.12% 166
2023
Q1 		$12.3M Sell
61,406
-158
-0.3% -$26.7K 0.12% 178
2022
Q4 		$963K Sell
61,564
-306
-0.5% -$44.7K 0.05% 378
2022
Q3 		$8.9M Sell
61,870
-13,974
-18% -$2.37M 0.1% 214
2022
Q2 		$12.5M Sell
75,844
-4,775
-6% -$844K 0.11% 182
2022
Q1 		$17.1M Buy
80,619
+17,861
+28% +$3.84M 0.13% 159
2021
Q4 		$15.9M Sell
62,758
-20,545
-25% -$5.77M 0.12% 170
2021
Q3 		$22.6M Buy
83,303
+33,441
+67% +$8.49M 0.14% 143
2021
Q2 		$12.2M Sell
49,862
-2,690
-5% -$620K 0.11% 198
2021
Q1 		$11.1M Sell
52,552
-13,002
-20% -$2.89M 0.11% 194
2020
Q4 		$14.6M Buy
65,554
+34,035
+108% +$8.28M 0.15% 143
2020
Q3 		$7.14M Buy
31,519
+4,507
+17% +$987K 0.09% 220
2020
Q2 		$5.06M Buy
27,012
+3,030
+13% +$511K 0.07% 263
2020
Q1 		$3.45M Buy
23,982
+1,626
+7% +$279K 0.06% 286
2019
Q4 		$3.64M Buy
+22,356
New +$3.5M 0.06% 350
2019
Q3 		– Sell
-19,094
Closed -$2.9M – 1680
2019
Q2 		$2.9M Sell
19,094
-7,448
-28% -$1.17M 0.05% 371
2019
Q1 		$4.2M Buy
26,542
+12,941
+95% +$2.01M 0.08% 254
2018
Q4 		$1.86M Sell
13,601
-17,943
-57% -$2.47M 0.04% 405
2018
Q3 		$5.02M Buy
31,544
+19,110
+154% +$2.84M 0.1% 203
2018
Q2 		$1.73M Buy
12,434
+2,330
+23% +$297K 0.03% 324
2018
Q1 		$1.18M Buy
10,104
+662
+7% +$76K 0.05% 371
2017
Q4 		$1.02M Sell
9,442
-4,805
-34% -$490K 0.04% 413
2017
Q3 		$1.37M Buy
14,247
+4,294
+43% +$395K 0.03% 482
2017
Q2 		$881K Sell
9,953
-542
-5% -$47.2K 0.02% 583
2017
Q1 		$894K Sell
10,495
-452
-4% -$36.1K 0.03% 574
2016
Q4 		$827K Buy
10,947
+5,625
+106% +$408K 0.03% 553
2016
Q3 		$386K Sell
5,322
-3,129
-37% -$244K 0.02% 743
2016
Q2 		$664K Buy
8,451
+988
+13% +$77.5K 0.03% 533
2016
Q1 		$544K Sell
7,463
-23,681
-76% -$1.63M 0.03% 551
2015
Q4 		$2.44M Buy
31,144
+4,549
+17% +$355K 0.12% 200
2015
Q3 		$1.85M Buy
26,595
+22,555
+558% +$1.6M 0.1% 228
2015
Q2 		$281K Buy
+4,040
New +$288K 0.01% 814
2014
Q3 		– Sell
-3,608
Closed -$210K – 1275
2014
Q2 		$210K Buy
3,608
+20
+0.6% +$1.08K 0.02% 782
2014
Q1 		$205K Buy
+3,588
New +$215K 0.02% 698

Other funds holding CRM

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
CS
CapitalatWork SA Auderghem $3.99B AUM

Private Advisor Group's CRM Position: Q2 2026 in Review

Private Advisor Group reduced its Salesforce (CRM) stake by 20% in Q2 2026, selling an estimated $1.69M and leaving 39,473 shares worth $6.18M. The position accounts for 0.03% of the portfolio, ranked #537.

Private Advisor Group first reported a position in CRM in Q1 2014 and has held it in 46 quarters since. The position peaked at $23.6M in Q4 2024. 975 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Private Advisor Group held 39,473 shares of Salesforce worth $6.18M as of Q2 2026.
  • Private Advisor Group sold 9,616 Salesforce shares in Q2 2026, an estimated $1.69M.
  • Salesforce made up 0.03% of Private Advisor Group's portfolio in Q2 2026, its #537 holding.
  • Private Advisor Group first reported a position in Salesforce in Q1 2014 and has held it in 46 quarters since.
  • Private Advisor Group's Salesforce position peaked at $23.6M in Q4 2024.
  • 975 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.