SageView Advisory Group’s Salesforce CRM Stock Holding History

SageView 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
2025 Q4	$2.14M	Buy	8,076 +109	+1%	+$27.1K	0.07%	146
2025 Q3	$1.89M	Sell	7,967 -2,083	-21%	-$525K	0.07%	164
2025 Q2	$2.72M	Buy	10,050 +591	+6%	+$158K	0.1%	113
2025 Q1	$2.54M	Sell	9,459 -632	-6%	-$197K	0.11%	104
2024 Q4	$3.37M	Buy	10,091 +2,905	+40%	+$927K	0.15%	80
2024 Q3	$1.97M	Sell	7,186 -1,260	-15%	-$323K	0.1%	113
2024 Q2	$2.17M	Buy	8,446 +5,383	+176%	+$1.44M	0.1%	117
2024 Q1	$1.3M	Sell	3,063 -6,449	-68%	-$1.86M	0.07%	165
2023 Q4	$2.74M	Buy	9,512 +4,990	+110%	+$1.13M	0.12%	109
2023 Q3	$917K	Buy	4,522 +2,077	+85%	+$449K	0.05%	223
2023 Q2	$517K	Buy	2,445 +137	+6%	+$28K	0.03%	345
2023 Q1	$461K	Buy	2,308 +136	+6%	+$23K	0.03%	325
2022 Q4	$288K	Buy	+2,172	New	+$317K	0.02%	329

Other funds holding CRM

JSC

J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SageView Advisory Group's CRM Position: Q4 2025 in Review

SageView Advisory Group increased its Salesforce (CRM) stake by 1.4% in Q4 2025, buying an estimated $27.1K and bringing the position to 8,076 shares worth $2.14M. The position accounts for 0.07% of the portfolio, ranked #146.

SageView Advisory Group first reported a position in CRM in Q4 2022 and has held it in 13 quarters since. The position peaked at $3.37M in Q4 2024. 2,944 funds tracked by Wall St. Rank hold CRM as of Q4 2025.

SageView Advisory Group held 8,076 shares of Salesforce worth $2.14M as of Q4 2025.
SageView Advisory Group bought 109 Salesforce shares in Q4 2025, an estimated $27.1K.
Salesforce made up 0.07% of SageView Advisory Group's portfolio in Q4 2025, its #146 holding.
SageView Advisory Group first reported a position in Salesforce in Q4 2022 and has held it in 13 quarters since.
SageView Advisory Group's Salesforce position peaked at $3.37M in Q4 2024.
2,944 funds tracked by Wall St. Rank held Salesforce as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.