Sacks & Associates’s Salesforce CRM Stock Holding History

Sacks & Associates’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	-2,655	Closed	-$703K	–	79
2025 Q4	$703K	Buy	+2,655	New	+$660K	0.52%	45

Other funds holding CRM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Sacks & Associates's CRM Position: Q1 2026 in Review

Sacks & Associates sold out of Salesforce (CRM) in Q1 2026, closing a stake of 2,655 shares — an estimated $703K sold.

Sacks & Associates first reported a position in CRM in Q4 2025 and held it in 1 quarter. The position peaked at $703K in Q4 2025. 2,681 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Sacks & Associates reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
Sacks & Associates sold 2,655 Salesforce shares in Q1 2026, an estimated $703K.
Sacks & Associates first reported a position in Salesforce in Q4 2025 and held it in 1 quarter.
Sacks & Associates's Salesforce position peaked at $703K in Q4 2025.
2,681 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Sacks & Associates's 13F filing for Q1 2026, filed 5 Aug 2026.