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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
2014
Q3 		– Sell
-500
Closed -$5K – 1274
2014
Q2 		$5K Buy
+500
New +$27K ﹤0.01% 917

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.