UAG
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United Advisor Group’s Salesforce CRM Stock Holding History

United Advisor 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 		$503K Buy
3,213
+516
+19% +$90.7K 0.05% 316
2026
Q1 		$503K Buy
2,697
+161
+6% +$33.4K 0.06% 286
2025
Q4 		$672K Buy
2,536
+130
+5% +$32.3K 0.08% 234
2025
Q3 		$570K Buy
2,406
+958
+66% +$242K 0.08% 243
2025
Q2 		$395K Buy
1,448
+356
+33% +$95.2K 0.07% 267
2025
Q1 		$293K Sell
1,092
-819
-43% -$255K 0.06% 276
2024
Q4 		$639K Buy
1,911
+196
+11% +$62.6K 0.13% 168
2024
Q3 		$469K Buy
1,715
+838
+96% +$215K 0.11% 200
2024
Q2 		$225K Buy
+877
New +$235K 0.07% 241

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

United Advisor Group's CRM Position: Q2 2026 in Review

United Advisor Group increased its Salesforce (CRM) stake by 19% in Q2 2026, buying an estimated $90.7K and bringing the position to 3,213 shares worth $503K. The position accounts for 0.05% of the portfolio, ranked #316.

United Advisor Group first reported a position in CRM in Q2 2024 and has held it in 9 quarters since. The position peaked at $672K in Q4 2025. 2,483 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • United Advisor Group held 3,213 shares of Salesforce worth $503K as of Q2 2026.
  • United Advisor Group bought 516 Salesforce shares in Q2 2026, an estimated $90.7K.
  • Salesforce made up 0.05% of United Advisor Group's portfolio in Q2 2026, its #316 holding.
  • United Advisor Group first reported a position in Salesforce in Q2 2024 and has held it in 9 quarters since.
  • United Advisor Group's Salesforce position peaked at $672K in Q4 2025.
  • 2,483 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.