Private Advisory Group’s Salesforce CRM Stock Holding History

Private 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	$279K	Sell	1,779 -1,622	-48%	-$285K	0.02%	264
2026 Q1	$635K	Buy	+3,401	New	+$705K	0.04%	183
2025 Q2	–	Sell	-27,014	Closed	-$7.25M	–	212
2025 Q1	$7.25M	Buy	27,014 +12,810	+90%	+$3.98M	0.81%	37
2024 Q4	$4.75M	Buy	14,204 +716	+5%	+$229K	0.53%	51
2024 Q3	$3.69M	Buy	13,488 +12,296	+1,032%	+$3.15M	0.44%	54
2024 Q2	$306K	Sell	1,192 -483	-29%	-$129K	0.04%	154
2024 Q1	$504K	Buy	1,675 +722	+76%	+$208K	0.07%	134
2023 Q4	$251K	Sell	953 -828	-46%	-$187K	0.04%	174
2023 Q3	$361K	Sell	1,781 -1,591	-47%	-$344K	0.07%	163
2023 Q2	$712K	Buy	3,372 +1,729	+105%	+$353K	0.14%	127
2023 Q1	$328K	Buy	+1,643	New	+$278K	0.07%	169
2022 Q4	–	Sell	-1,447	Closed	-$208K	–	197
2022 Q3	$208K	Buy	1,447 +115	+9%	+$19.5K	0.05%	173
2022 Q2	$220K	Buy	1,332 +182	+16%	+$32.2K	0.05%	149
2022 Q1	$244K	Buy	1,150 +291	+34%	+$62.6K	0.05%	148
2021 Q4	$218K	Hold	859	–	–	0.04%	137
2021 Q3	$233K	Buy	+859	New	+$218K	0.06%	113
2020 Q4	–	Sell	-835	Closed	-$210K	–	117
2020 Q3	$210K	Buy	+835	New	+$183K	0.08%	100

Other funds holding CRM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Private Advisory Group reduced its Salesforce (CRM) stake by 48% in Q2 2026, selling an estimated $285K and leaving 1,779 shares worth $279K. The position accounts for 0.02% of the portfolio, ranked #264.

Private Advisory Group first reported a position in CRM in Q3 2020 and has held it in 17 quarters since. The position peaked at $7.25M in Q1 2025. 2,487 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Private Advisory Group held 1,779 shares of Salesforce worth $279K as of Q2 2026.
Private Advisory Group sold 1,622 Salesforce shares in Q2 2026, an estimated $285K.
Salesforce made up 0.02% of Private Advisory Group's portfolio in Q2 2026, its #264 holding.
Private Advisory Group first reported a position in Salesforce in Q3 2020 and has held it in 17 quarters since.
Private Advisory Group's Salesforce position peaked at $7.25M in Q1 2025.
2,487 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Private Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.