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Sage Private Wealth Group’s Salesforce CRM Stock Holding History

Sage Private Wealth 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 		$617K Buy
3,303
+583
+21% +$121K 0.31% 40
2025
Q4 		$721K Buy
2,720
+64
+2% +$15.9K 0.39% 33
2025
Q3 		$630K Buy
2,656
+428
+19% +$108K 0.35% 38
2025
Q2 		$608K Buy
2,228
+247
+12% +$66K 0.39% 30
2025
Q1 		$532K Buy
1,981
+112
+6% +$34.8K 0.4% 29
2024
Q4 		$625K Sell
1,869
-57
-3% -$18.2K 0.47% 23
2024
Q3 		$527K Buy
1,926
+145
+8% +$37.1K 0.42% 28
2024
Q2 		$458K Buy
1,781
+330
+23% +$88.3K 0.39% 36
2024
Q1 		$437K Buy
1,451
+622
+75% +$179K 0.35% 41
2023
Q4 		$218K Sell
829
-187
-18% -$42.3K 0.19% 55
2023
Q3 		$206K Buy
1,016
+20
+2% +$4.32K 0.28% 46
2023
Q2 		$210K Buy
+996
New +$203K 0.29% 44
2022
Q4 		– Sell
-989
Closed -$142K – 72
2022
Q3 		$142K Hold
989
– – 0.19% 59
2022
Q2 		$163K Buy
989
+66
+7% +$11.7K 0.23% 51
2022
Q1 		$196K Buy
923
+107
+13% +$23K 0.19% 53
2021
Q4 		$207K Buy
816
+11
+1% +$3.09K 0.26% 48
2021
Q3 		$218K Buy
805
+26
+3% +$6.6K 0.3% 36
2021
Q2 		$190K Buy
779
+6
+0.8% +$1.38K 0.26% 49
2021
Q1 		$164K Buy
773
+76
+11% +$16.9K 0.28% 47
2020
Q4 		$155K Buy
+697
New +$169K 0.43% 45

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

Sage Private Wealth Group increased its Salesforce (CRM) stake by 21% in Q1 2026, buying an estimated $121K and bringing the position to 3,303 shares worth $617K. The position accounts for 0.31% of the portfolio, ranked #40.

Sage Private Wealth Group first reported a position in CRM in Q4 2020 and has held it in 20 quarters since. The position peaked at $721K in Q4 2025. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Sage Private Wealth Group held 3,303 shares of Salesforce worth $617K as of Q1 2026.
  • Sage Private Wealth Group bought 583 Salesforce shares in Q1 2026, an estimated $121K.
  • Salesforce made up 0.31% of Sage Private Wealth Group's portfolio in Q1 2026, its #40 holding.
  • Sage Private Wealth Group first reported a position in Salesforce in Q4 2020 and has held it in 20 quarters since.
  • Sage Private Wealth Group's Salesforce position peaked at $721K in Q4 2025.
  • 2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Sage Private Wealth Group's 13F filing for Q1 2026, filed 1 May 2026.