SMA
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Sage Mountain Advisors’s Salesforce CRM Stock Holding History

Sage Mountain Advisors’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
-5,155
Closed -$1.37M – 355
2025
Q4 		$1.37M Sell
5,155
-237
-4% -$58.9K 0.07% 134
2025
Q3 		$1.28M Buy
5,392
+587
+12% +$148K 0.07% 134
2025
Q2 		$1.31M Buy
4,805
+415
+9% +$111K 0.09% 113
2025
Q1 		$1.18M Sell
4,390
-234
-5% -$72.8K 0.09% 100
2024
Q4 		$1.55M Buy
4,624
+829
+22% +$265K 0.11% 85
2024
Q3 		$1.04M Buy
3,795
+349
+10% +$89.4K 0.09% 105
2024
Q2 		$886K Buy
3,446
+15
+0.4% +$4.01K 0.08% 106
2024
Q1 		$1.03M Buy
3,431
+557
+19% +$161K 0.11% 94
2023
Q4 		$756K Sell
2,874
-7
-0.2% -$1.58K 0.09% 105
2023
Q3 		$584K Buy
2,881
+483
+20% +$104K 0.08% 108
2023
Q2 		$507K Buy
2,398
+212
+10% +$43.3K 0.07% 111
2023
Q1 		$437K Buy
2,186
+652
+43% +$110K 0.07% 118
2022
Q4 		$203K Buy
+1,534
New +$224K 0.05% 153
2022
Q3 		– Sell
-1,317
Closed -$217K – 386
2022
Q2 		$217K Buy
1,317
+30
+2% +$5.3K 0.04% 416
2022
Q1 		$273K Sell
1,287
-439
-25% -$94.5K 0.04% 403
2021
Q4 		$439K Buy
1,726
+603
+54% +$169K 0.05% 335
2021
Q3 		$305K Buy
1,123
+116
+12% +$29.5K 0.04% 357
2021
Q2 		$246K Buy
+1,007
New +$232K 0.04% 350

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

Sage Mountain Advisors's CRM Position: Q1 2026 in Review

Sage Mountain Advisors sold out of Salesforce (CRM) in Q1 2026, closing a stake of 5,155 shares — an estimated $1.37M sold.

Sage Mountain Advisors first reported a position in CRM in Q2 2021 and held it in 18 quarters. The position peaked at $1.55M in Q4 2024. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Sage Mountain Advisors reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
  • Sage Mountain Advisors sold 5,155 Salesforce shares in Q1 2026, an estimated $1.37M.
  • Sage Mountain Advisors first reported a position in Salesforce in Q2 2021 and held it in 18 quarters.
  • Sage Mountain Advisors's Salesforce position peaked at $1.55M in Q4 2024.
  • 2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.