Strategic Wealth Investment Group, LLC / CRM
Strategic Wealth Investment Group, LLC’s Salesforce Inc Position
Does Strategic Wealth Investment Group, LLC own Salesforce Inc (CRM)? Yes — 62.5K shares worth $12M (+1.48% of its 13F portfolio) as of Q1 2026, up from 57.1K shares the prior filed quarter.
Position Value
$12M
Q1 2026
Shares
62.5K
% of Portfolio
+1.48%
Quarters Held
25
currently held
Position History CRM
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 62.5K | $12M | +1.48% |
| Q4 2025 | 57.1K | $15M | +1.86% |
| Q3 2025 | 79.5K | $19M | +1.59% |
| Q2 2025 | 3.4K | $913,930 | +1.32% |
| Q1 2025 | 3.0K | $812,709 | +1.41% |
| Q4 2024 | 49.8K | $17M | +0.62% |
| Q3 2024 | 50.9K | $14M | +1.48% |
| Q2 2024 | 55.9K | $14M | +1.81% |
| Q4 2023 | 57.7K | $15M | +2.28% |
| Q3 2023 | 52.2K | $11M | +1.92% |
| Q2 2023 | 47.2K | $10M | +1.58% |
| Q1 2023 | 44.0K | $9M | +1.63% |
| Q4 2022 | 37.3K | $5M | +1.26% |
| Q3 2022 | 30.7K | $4M | +1.27% |
| Q2 2022 | 28.1K | $5M | +1.16% |
| Q1 2022 | 26.2K | $6M | +1.33% |
| Q4 2021 | 21.3K | $5M | +1.40% |
| Q3 2021 | 19.3K | $5M | +1.57% |
| Q2 2021 | 15.2K | $4M | +1.31% |
| Q1 2021 | 10.6K | $2M | +1.07% |
| Q4 2020 | 7.9K | $2M | +1.03% |
| Q3 2020 | 7.9K | $2M | +1.50% |
| Q2 2020 | 7.3K | $1M | +1.34% |
| Q1 2020 | 6.6K | $955,000 | +1.56% |
| Q4 2019 | 6.4K | $1M | +1.08% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Strategic Wealth Investment Group, LLC’s full portfolio or all institutional holders of CRM.