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Private Wealth Management Group’s Salesforce CRM Stock Holding History

Private Wealth 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
Q2 		$54.6K Sell
348
-11
-3% -$1.93K 0.01% 228
2026
Q1 		$67.1K Sell
359
-1
-0.3% -$207 0.02% 160
2025
Q4 		$95.4K Sell
360
-28
-7% -$6.96K 0.03% 129
2025
Q3 		$92K Buy
388
+4
+1% +$1.01K 0.03% 131
2025
Q2 		$105K Buy
384
+7
+2% +$1.87K 0.03% 114
2025
Q1 		$101K Buy
377
+20
+6% +$6.22K 0.04% 115
2024
Q4 		$119K Hold
357
– – 0.05% 105
2024
Q3 		$97.7K Buy
357
+37
+12% +$9.48K 0.04% 108
2024
Q2 		$82.3K Sell
320
-27
-8% -$7.22K 0.04% 116
2024
Q1 		$105K Buy
347
+42
+14% +$12.1K 0.05% 97
2023
Q4 		$80.3K Buy
+305
New +$69K 0.04% 112

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
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Private Wealth Management Group's CRM Position: Q2 2026 in Review

Private Wealth Management Group reduced its Salesforce (CRM) stake by 3.1% in Q2 2026, selling an estimated $1.93K and leaving 348 shares worth $54.6K. The position accounts for 0.01% of the portfolio, ranked #228.

Private Wealth Management Group first reported a position in CRM in Q4 2023 and has held it in 11 quarters since. The position peaked at $119K in Q4 2024. 2,494 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Private Wealth Management Group held 348 shares of Salesforce worth $54.6K as of Q2 2026.
  • Private Wealth Management Group sold 11 Salesforce shares in Q2 2026, an estimated $1.93K.
  • Salesforce made up 0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #228 holding.
  • Private Wealth Management Group first reported a position in Salesforce in Q4 2023 and has held it in 11 quarters since.
  • Private Wealth Management Group's Salesforce position peaked at $119K in Q4 2024.
  • 2,494 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

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