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Sargent Investment Group’s Salesforce CRM Stock Holding History

Sargent Investment 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 		$628K Buy
4,008
+35
+0.9% +$6.16K 0.08% 157
2026
Q1 		$742K Buy
3,973
+129
+3% +$26.7K 0.1% 128
2025
Q4 		$1.02M Buy
+3,844
New +$955K 0.13% 117
2025
Q3 		– Sell
-3,917
Closed -$976K – 144
2025
Q2 		$976K Sell
3,917
-285
-7% -$76.2K 0.13% 103
2025
Q1 		$1.13M Sell
4,202
-51
-1% -$15.9K 0.18% 87
2024
Q4 		$1.36M Sell
4,253
-766
-15% -$244K 0.22% 82
2024
Q3 		$1.37M Buy
5,019
+61
+1% +$15.6K 0.25% 71
2024
Q2 		$1.27M Buy
4,958
+21
+0.4% +$5.62K 0.26% 72
2024
Q1 		$1.49M Buy
4,937
+41
+0.8% +$11.8K 0.33% 66
2023
Q4 		$1.29M Buy
4,896
+25
+0.5% +$5.66K 0.28% 71
2023
Q3 		$988K Buy
4,871
+276
+6% +$59.6K 0.24% 81
2023
Q2 		$971K Buy
4,595
+35
+0.8% +$7.14K 0.24% 80
2023
Q1 		$896K Buy
4,560
+45
+1% +$7.6K 0.24% 83
2022
Q4 		$599K Hold
4,515
– – 0.19% 99
2022
Q3 		$702K Hold
4,515
– – 0.22% 86
2022
Q2 		$745K Hold
4,515
– – 0.23% 84
2022
Q1 		$959K Hold
4,515
– – 0.24% 75
2021
Q4 		$1.15M Buy
4,515
+215
+5% +$60.4K 0.26% 60
2021
Q3 		$1.17M Hold
4,300
– – 0.28% 61
2021
Q2 		$1.05M Hold
4,300
– – 0.25% 66
2021
Q1 		$911K Hold
4,300
– – 0.24% 74
2020
Q4 		$957K Hold
4,300
– – 0.3% 64
2020
Q3 		$1.08M Sell
4,300
-400
-9% -$87.6K 0.39% 52
2020
Q2 		$902K Hold
4,700
– – 0.34% 55
2020
Q1 		$677K Hold
4,700
– – 0.31% 60
2019
Q4 		$764K Hold
4,700
– – 0.28% 68
2019
Q3 		$698K Sell
4,700
-300
-6% -$45.6K 0.31% 71
2019
Q2 		$759K Hold
5,000
– – 0.35% 64
2019
Q1 		$792K Hold
5,000
– – 0.38% 57
2018
Q4 		$685K Buy
+5,000
New +$688K 0.42% 55

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

Sargent Investment Group's CRM Position: Q2 2026 in Review

Sargent Investment Group increased its Salesforce (CRM) stake by 0.88% in Q2 2026, buying an estimated $6.16K and bringing the position to 4,008 shares worth $628K. The position accounts for 0.08% of the portfolio, ranked #157.

Sargent Investment Group first reported a position in CRM in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.49M in Q1 2024. 2,488 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Sargent Investment Group held 4,008 shares of Salesforce worth $628K as of Q2 2026.
  • Sargent Investment Group bought 35 Salesforce shares in Q2 2026, an estimated $6.16K.
  • Salesforce made up 0.08% of Sargent Investment Group's portfolio in Q2 2026, its #157 holding.
  • Sargent Investment Group first reported a position in Salesforce in Q4 2018 and has held it in 30 quarters since.
  • Sargent Investment Group's Salesforce position peaked at $1.49M in Q1 2024.
  • 2,488 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Sargent Investment Group's 13F filing for Q2 2026, filed 11 Aug 2026.