Private Management Group
CRM icon

Private Management Group’s Salesforce CRM Stock Holding History

Private Management 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 		– Sell
-764
Closed -$202K – 314
2025
Q4 		$202K Buy
+764
New +$190K 0.01% 295
2025
Q3 		– Sell
-777
Closed -$212K – 297
2025
Q2 		$212K Buy
+777
New +$208K 0.01% 264

Other funds holding CRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Private Management Group's CRM Position: Q1 2026 in Review

Private Management Group sold out of Salesforce (CRM) in Q1 2026, closing a stake of 764 shares — an estimated $202K sold.

Private Management Group first reported a position in CRM in Q2 2025 and held it in 2 quarters. The position peaked at $212K in Q2 2025. 2,697 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Private Management Group reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
  • Private Management Group sold 764 Salesforce shares in Q1 2026, an estimated $202K.
  • Private Management Group first reported a position in Salesforce in Q2 2025 and held it in 2 quarters.
  • Private Management Group's Salesforce position peaked at $212K in Q2 2025.
  • 2,697 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Private Management Group's 13F filing for Q1 2026, filed 8 May 2026.