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SFMG Wealth Advisors’s Salesforce CRM Stock Holding History

SFMG Wealth Advisors’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 		$37.3K Buy
+200
New +$41.4K ﹤0.01% 323

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

SFMG Wealth Advisors's CRM Position: Q1 2026 in Review

SFMG Wealth Advisors increased its Salesforce (CRM) stake by 2.9% in Q1 2026, buying an estimated $159K and bringing the position to 27,040 shares worth $5.05M. The position accounts for 0.34% of the portfolio, ranked #41.

SFMG Wealth Advisors first reported a position in CRM in Q4 2020 and has held it in 22 quarters since. The position peaked at $7.68M in Q4 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • SFMG Wealth Advisors held 27,040 shares of Salesforce worth $5.05M as of Q1 2026.
  • SFMG Wealth Advisors bought 768 Salesforce shares in Q1 2026, an estimated $159K.
  • Salesforce made up 0.34% of SFMG Wealth Advisors's portfolio in Q1 2026, its #41 holding.
  • SFMG Wealth Advisors first reported a position in Salesforce in Q4 2020 and has held it in 22 quarters since.
  • SFMG Wealth Advisors's Salesforce position peaked at $7.68M in Q4 2024.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on SFMG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.