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Signature Wealth Management Group’s Salesforce CRM Stock Holding History

Signature Wealth Management 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 		$206K Sell
1,102
-6,020
-85% -$1.25M 0.08% 126
2025
Q4 		$1.89M Buy
7,122
+67
+0.9% +$16.6K 0.77% 52
2025
Q3 		$1.67M Sell
7,055
-72
-1% -$18.2K 0.65% 55
2025
Q2 		$1.94M Buy
7,127
+24
+0.3% +$6.42K 0.77% 53
2025
Q1 		$1.91M Buy
7,103
+266
+4% +$82.7K 0.74% 53
2024
Q4 		$2.29M Buy
6,837
+77
+1% +$24.6K 0.92% 46
2024
Q3 		$1.85M Buy
6,760
+748
+12% +$192K 0.74% 47
2024
Q2 		$1.55M Buy
6,012
+1,643
+38% +$440K 0.68% 57
2024
Q1 		$1.18M Buy
4,369
+279
+7% +$80.5K 0.54% 66
2023
Q4 		$1.08M Buy
+4,090
New +$926K 0.5% 68
2023
Q2 		$1.36M Sell
6,416
-501
-7% -$102K 0.63% 54
2023
Q1 		$1.38M Buy
6,917
+242
+4% +$40.9K 0.66% 51
2022
Q4 		$885K Sell
6,675
-3,887
-37% -$567K 0.43% 68
2022
Q3 		$1.52M Sell
10,562
-670
-6% -$114K 0.77% 55
2022
Q2 		$1.85M Buy
11,232
+409
+4% +$72.3K 0.9% 50
2022
Q1 		$2.3M Buy
10,823
+3,182
+42% +$685K 1.03% 47
2021
Q4 		$1.94M Buy
7,641
+866
+13% +$243K 0.98% 48
2021
Q3 		$1.84M Buy
6,775
+765
+13% +$194K 1.02% 46
2021
Q2 		$1.47M Buy
6,010
+818
+16% +$189K 0.82% 53
2021
Q1 		$1.1M Buy
5,192
+428
+9% +$95.3K 0.65% 55
2020
Q4 		$1.06M Buy
+4,764
New +$1.16M 0.67% 54

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

Signature Wealth Management Group's CRM Position: Q1 2026 in Review

Signature Wealth Management Group reduced its Salesforce (CRM) stake by 85% in Q1 2026, selling an estimated $1.25M and leaving 1,102 shares worth $206K. The position accounts for 0.08% of the portfolio, ranked #126.

Signature Wealth Management Group first reported a position in CRM in Q4 2020 and has held it in 21 quarters since. The position peaked at $2.3M in Q1 2022. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Signature Wealth Management Group held 1,102 shares of Salesforce worth $206K as of Q1 2026.
  • Signature Wealth Management Group sold 6,020 Salesforce shares in Q1 2026, an estimated $1.25M.
  • Salesforce made up 0.08% of Signature Wealth Management Group's portfolio in Q1 2026, its #126 holding.
  • Signature Wealth Management Group first reported a position in Salesforce in Q4 2020 and has held it in 21 quarters since.
  • Signature Wealth Management Group's Salesforce position peaked at $2.3M in Q1 2022.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Signature Wealth Management Group's 13F filing for Q1 2026, filed 1 Apr 2026.