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Safeguard Investment Advisory Group’s Salesforce CRM Stock Holding History

Safeguard Investment Advisory 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 		$263K Buy
1,681
+229
+16% +$40.3K 0.06% 136
2026
Q1 		$271K Buy
1,452
+67
+5% +$13.9K 0.07% 107
2025
Q4 		$367K Buy
1,385
+36
+3% +$8.95K 0.09% 88
2025
Q3 		$320K Buy
1,349
+30
+2% +$7.57K 0.08% 100
2025
Q2 		$360K Sell
1,319
-291
-18% -$77.8K 0.09% 97
2025
Q1 		$432K Buy
1,610
+712
+79% +$221K 0.12% 77
2024
Q4 		$300K Sell
898
-38
-4% -$12.1K 0.08% 86
2024
Q3 		$256K Buy
+936
New +$240K 0.07% 90
2024
Q2 		– Sell
-709
Closed -$214K – 110
2024
Q1 		$214K Buy
+709
New +$205K 0.07% 95
2021
Q1 		– Sell
-370
Closed -$82K – 199
2020
Q4 		$82K Buy
+370
New +$90K 0.07% 141

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 $3.37T AUM 44.26% 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

Safeguard Investment Advisory Group's CRM Position: Q2 2026 in Review

Safeguard Investment Advisory Group increased its Salesforce (CRM) stake by 16% in Q2 2026, buying an estimated $40.3K and bringing the position to 1,681 shares worth $263K. The position accounts for 0.06% of the portfolio, ranked #136.

Safeguard Investment Advisory Group first reported a position in CRM in Q4 2020 and has held it in 10 quarters since. The position peaked at $432K in Q1 2025. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Safeguard Investment Advisory Group held 1,681 shares of Salesforce worth $263K as of Q2 2026.
  • Safeguard Investment Advisory Group bought 229 Salesforce shares in Q2 2026, an estimated $40.3K.
  • Salesforce made up 0.06% of Safeguard Investment Advisory Group's portfolio in Q2 2026, its #136 holding.
  • Safeguard Investment Advisory Group first reported a position in Salesforce in Q4 2020 and has held it in 10 quarters since.
  • Safeguard Investment Advisory Group's Salesforce position peaked at $432K in Q1 2025.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Safeguard Investment Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.