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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
Q2 		$546K Buy
3,483
+180
+5% +$31.7K 0.25% 53
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 $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 $3.38T AUM 44.17% 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

Sage Private Wealth Group's CRM Position: Q2 2026 in Review

Sage Private Wealth Group increased its Salesforce (CRM) stake by 5.4% in Q2 2026, buying an estimated $31.7K and bringing the position to 3,483 shares worth $546K. The position accounts for 0.25% of the portfolio, ranked #53.

Sage Private Wealth Group first reported a position in CRM in Q4 2020 and has held it in 21 quarters since. The position peaked at $721K in Q4 2025. 2,494 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Sage Private Wealth Group held 3,483 shares of Salesforce worth $546K as of Q2 2026.
  • Sage Private Wealth Group bought 180 Salesforce shares in Q2 2026, an estimated $31.7K.
  • Salesforce made up 0.25% of Sage Private Wealth Group's portfolio in Q2 2026, its #53 holding.
  • Sage Private Wealth Group first reported a position in Salesforce in Q4 2020 and has held it in 21 quarters since.
  • Sage Private Wealth Group's Salesforce position peaked at $721K in Q4 2025.
  • 2,494 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Sage Private Wealth Group's 13F filing for Q2 2026, filed 6 Aug 2026.