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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
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 $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

Sargent Investment Group's CRM Position: Q1 2026 in Review

Sargent Investment Group increased its Salesforce (CRM) stake by 3.4% in Q1 2026, buying an estimated $26.7K and bringing the position to 3,973 shares worth $742K. The position accounts for 0.1% of the portfolio, ranked #128.

Sargent Investment Group first reported a position in CRM in Q4 2018 and has held it in 29 quarters since. The position peaked at $1.49M in Q1 2024. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Sargent Investment Group held 3,973 shares of Salesforce worth $742K as of Q1 2026.
  • Sargent Investment Group bought 129 Salesforce shares in Q1 2026, an estimated $26.7K.
  • Salesforce made up 0.1% of Sargent Investment Group's portfolio in Q1 2026, its #128 holding.
  • Sargent Investment Group first reported a position in Salesforce in Q4 2018 and has held it in 29 quarters since.
  • Sargent Investment Group's Salesforce position peaked at $1.49M in Q1 2024.
  • 2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Sargent Investment Group's 13F filing for Q1 2026, filed 11 May 2026.