SAG
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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
2026
Q2 		$1.1M Sell
7,025
-726
-9% -$128K 0.04% 237
2026
Q1 		$1.45M Sell
7,751
-325
-4% -$67.3K 0.05% 185
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

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

SageView Advisory Group's CRM Position: Q2 2026 in Review

SageView Advisory Group reduced its Salesforce (CRM) stake by 9.4% in Q2 2026, selling an estimated $128K and leaving 7,025 shares worth $1.1M. The position accounts for 0.04% of the portfolio, ranked #237.

SageView Advisory Group first reported a position in CRM in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.37M in Q4 2024. 2,487 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • SageView Advisory Group held 7,025 shares of Salesforce worth $1.1M as of Q2 2026.
  • SageView Advisory Group sold 726 Salesforce shares in Q2 2026, an estimated $128K.
  • Salesforce made up 0.04% of SageView Advisory Group's portfolio in Q2 2026, its #237 holding.
  • SageView Advisory Group first reported a position in Salesforce in Q4 2022 and has held it in 15 quarters since.
  • SageView Advisory Group's Salesforce position peaked at $3.37M in Q4 2024.
  • 2,487 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.