RWM
CRM icon

RMG Wealth Management’s Salesforce CRM Stock Holding History

RMG Wealth Management’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 		$57.9K Buy
326
+126
+63% +$26.1K 0.01% 153
2025
Q4 		$44.6K Hold
200
– – 0.01% 156
2025
Q3 		$52K Hold
200
– – 0.01% 140
2025
Q2 		$52K Buy
+200
New +$53.5K 0.01% 130

Other funds holding CRM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

RMG Wealth Management's CRM Position: Q1 2026 in Review

RMG Wealth Management increased its Salesforce (CRM) stake by 63% in Q1 2026, buying an estimated $26.1K and bringing the position to 326 shares worth $57.9K. The position accounts for 0.01% of the portfolio, ranked #153.

RMG Wealth Management first reported a position in CRM in Q2 2025 and has held it in 4 quarters since. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • RMG Wealth Management held 326 shares of Salesforce worth $57.9K as of Q1 2026.
  • RMG Wealth Management bought 126 Salesforce shares in Q1 2026, an estimated $26.1K.
  • Salesforce made up 0.01% of RMG Wealth Management's portfolio in Q1 2026, its #153 holding.
  • RMG Wealth Management first reported a position in Salesforce in Q2 2025 and has held it in 4 quarters since.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on RMG Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.