Private Advisory Group
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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
Q3 		$7.44M Buy
32,394
+30,615
+1,721% +$6.32M 0.4% 71
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Banco Santander
Banco Santander Madrid, Spain $18.9B AUM 35.04% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Private Advisory Group's CRM Position: Q3 2026 in Review

Private Advisory Group increased its Salesforce (CRM) stake by 1,721% in Q3 2026, buying an estimated $6.32M and bringing the position to 32,394 shares worth $7.44M. The position accounts for 0.4% of the portfolio, ranked #71.

Private Advisory Group first reported a position in CRM in Q3 2020 and has held it in 18 quarters since. 1,794 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

  • Private Advisory Group held 32,394 shares of Salesforce worth $7.44M as of Q3 2026.
  • Private Advisory Group bought 30,615 Salesforce shares in Q3 2026, an estimated $6.32M.
  • Salesforce made up 0.4% of Private Advisory Group's portfolio in Q3 2026, its #71 holding.
  • Private Advisory Group first reported a position in Salesforce in Q3 2020 and has held it in 18 quarters since.
  • 1,794 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on Private Advisory Group's 13F filing for Q3 2026, filed 6 Nov 2026.