Wallace Advisory Group’s Salesforce CRM Stock Holding History

Wallace Advisory 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	$573K	Buy	3,068 +1,047	+52%	+$217K	0.61%	33
2025 Q4	$535K	Buy	2,021 +1,046	+107%	+$260K	0.56%	39
2025 Q3	$266K	Buy	975 +3	+0.3%	+$757	0.21%	133
2025 Q2	$261K	Buy	972 +2	+0.2%	+$535	0.19%	149
2025 Q1	$324K	Hold	970	–	–	0.22%	130
2024 Q4	$265K	Sell	970 -3,556	-79%	-$1.13M	0.18%	147
2024 Q3	$1.16M	Sell	4,526 -82	-2%	-$21K	0.85%	25
2024 Q2	$1.18M	Sell	4,608 -45	-1%	-$12K	0.85%	25
2024 Q1	$1.22M	Sell	4,653 -62	-1%	-$17.9K	0.92%	22
2023 Q4	$956K	Sell	4,715 -136	-3%	-$30.8K	0.75%	31
2023 Q3	$1.02M	Sell	4,851 -1,384	-22%	-$299K	0.74%	32
2023 Q2	$1.25M	Hold	6,235	–	–	0.95%	23
2023 Q1	$1.25M	Buy	6,235 +1,609	+35%	+$272K	0.95%	23
2022 Q4	$613K	Buy	+4,626	New	+$675K	0.48%	47

Other funds holding CRM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Wallace Advisory Group's CRM Position: Q1 2026 in Review

Wallace Advisory Group increased its Salesforce (CRM) stake by 52% in Q1 2026, buying an estimated $217K and bringing the position to 3,068 shares worth $573K. The position accounts for 0.61% of the portfolio, ranked #33.

Wallace Advisory Group first reported a position in CRM in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.25M in Q2 2023. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Wallace Advisory Group held 3,068 shares of Salesforce worth $573K as of Q1 2026.
Wallace Advisory Group bought 1,047 Salesforce shares in Q1 2026, an estimated $217K.
Salesforce made up 0.61% of Wallace Advisory Group's portfolio in Q1 2026, its #33 holding.
Wallace Advisory Group first reported a position in Salesforce in Q4 2022 and has held it in 14 quarters since.
Wallace Advisory Group's Salesforce position peaked at $1.25M in Q2 2023.
2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Wallace Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.