Wealth Alliance Advisory Group’s Salesforce CRM Stock Holding History

Wealth Alliance 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
2025 Q4	–	Sell	-3,317	Closed	-$786K	–	198
2025 Q3	$786K	Sell	3,317 -5,098	-61%	-$1.29M	0.14%	86
2025 Q2	$2.29M	Buy	8,415 +3,161	+60%	+$845K	0.44%	48
2025 Q1	$1.41M	Buy	5,254 +730	+16%	+$227K	0.29%	66
2024 Q4	$1.51M	Buy	4,524 +1,059	+31%	+$338K	0.32%	58
2024 Q3	$948K	Sell	3,465 -44	-1%	-$11.3K	0.2%	78
2024 Q2	$902K	Buy	3,509 +874	+33%	+$234K	0.2%	78
2024 Q1	$794K	Buy	2,635 +8	+0.3%	+$2.31K	0.18%	76
2023 Q4	$691K	Buy	2,627 +569	+28%	+$129K	0.18%	78
2023 Q3	$417K	Buy	2,058 +182	+10%	+$39.3K	0.12%	107
2023 Q2	$396K	Buy	+1,876	New	+$383K	0.14%	103

Other funds holding CRM

JSC

J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealth Alliance Advisory Group's CRM Position: Q4 2025 in Review

Wealth Alliance Advisory Group sold out of Salesforce (CRM) in Q4 2025, closing a stake of 3,317 shares — an estimated $786K sold.

Wealth Alliance Advisory Group first reported a position in CRM in Q2 2023 and held it in 10 quarters. The position peaked at $2.29M in Q2 2025. 2,944 funds tracked by Wall St. Rank hold CRM as of Q4 2025.

Wealth Alliance Advisory Group reported no remaining Salesforce position as of Q4 2025 after selling out during the quarter.
Wealth Alliance Advisory Group sold 3,317 Salesforce shares in Q4 2025, an estimated $786K.
Wealth Alliance Advisory Group first reported a position in Salesforce in Q2 2023 and held it in 10 quarters.
Wealth Alliance Advisory Group's Salesforce position peaked at $2.29M in Q2 2025.
2,944 funds tracked by Wall St. Rank held Salesforce as of Q4 2025.

Based on Wealth Alliance Advisory Group's 13F filing for Q4 2025, filed 29 Jan 2026.