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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

Private Wealth Management Group reduced its Salesforce (CRM) stake by 0.28% in Q1 2026, selling an estimated $207 and leaving 359 shares worth $67.1K. The position accounts for 0.02% of the portfolio, ranked #160.

Private Wealth Management Group first reported a position in CRM in Q4 2023 and has held it in 10 quarters since. The position peaked at $119K in Q4 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Private Wealth Management Group held 359 shares of Salesforce worth $67.1K as of Q1 2026.
Private Wealth Management Group sold 1 Salesforce share in Q1 2026, an estimated $207.
Salesforce made up 0.02% of Private Wealth Management Group's portfolio in Q1 2026, its #160 holding.
Private Wealth Management Group first reported a position in Salesforce in Q4 2023 and has held it in 10 quarters since.
Private Wealth Management Group's Salesforce position peaked at $119K in Q4 2024.
2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.