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1834 Investment Advisors’s Salesforce CRM Stock Holding History

1834 Investment Advisors’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 		$507K Buy
3,236
+307
+10% +$54K 0.06% 170
2026
Q1 		$547K Sell
2,929
-305
-9% -$63.2K 0.07% 152
2025
Q4 		$857K Buy
3,234
+36
+1% +$8.95K 0.11% 123
2025
Q3 		$758K Buy
3,198
+76
+2% +$19.2K 0.09% 138
2025
Q2 		$851K Buy
3,122
+7
+0.2% +$1.87K 0.11% 124
2025
Q1 		$836K Buy
3,115
+315
+11% +$98K 0.11% 125
2024
Q4 		$936K Sell
2,800
-225
-7% -$71.8K 0.12% 116
2024
Q3 		$828K Sell
3,025
-274
-8% -$70.2K 0.1% 134
2024
Q2 		$848K Buy
3,299
+1,333
+68% +$357K 0.1% 128
2024
Q1 		$592K Buy
1,966
+101
+5% +$29.1K 0.07% 156
2023
Q4 		$491K Sell
1,865
-2,210
-54% -$500K 0.06% 171
2023
Q3 		$826K Buy
4,075
+440
+12% +$95.1K 0.1% 130
2023
Q2 		$768K Buy
3,635
+963
+36% +$197K 0.09% 144
2023
Q1 		$534K Sell
2,672
-2,562
-49% -$433K 0.06% 174
2022
Q4 		$694K Sell
5,234
-1,626
-24% -$237K 0.1% 113
2022
Q3 		$987K Sell
6,860
-2,455
-26% -$416K 0.15% 92
2022
Q2 		$1.54M Sell
9,315
-4,132
-31% -$730K 0.22% 78
2022
Q1 		$2.85M Sell
13,447
-257
-2% -$55.3K 0.35% 61
2021
Q4 		$3.48M Sell
13,704
-516
-4% -$145K 0.39% 62
2021
Q3 		$3.86M Buy
14,220
+21
+0.1% +$5.33K 0.47% 60
2021
Q2 		$3.47M Buy
14,199
+2,266
+19% +$522K 0.42% 62
2021
Q1 		$2.53M Buy
11,933
+11,516
+2,762% +$2.56M 0.33% 69
2020
Q4 		$93K Buy
417
+50
+14% +$12.2K 0.01% 234
2020
Q3 		$92K Sell
367
-283
-44% -$62K 0.01% 229
2020
Q2 		$122K Hold
650
– – 0.02% 207
2020
Q1 		$94K Sell
650
-300
-32% -$51.4K 0.02% 224
2019
Q4 		$155K Hold
950
– – 0.02% 209
2019
Q3 		$141K Hold
950
– – 0.02% 219
2019
Q2 		$144K Sell
950
-500
-34% -$78.4K 0.02% 213
2019
Q1 		$230K Hold
1,450
– – 0.04% 181
2018
Q4 		$199K Buy
+1,450
New +$199K 0.03% 175

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 $3.38T AUM 44.17% 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

1834 Investment Advisors's CRM Position: Q2 2026 in Review

1834 Investment Advisors increased its Salesforce (CRM) stake by 10% in Q2 2026, buying an estimated $54K and bringing the position to 3,236 shares worth $507K. The position accounts for 0.06% of the portfolio, ranked #170.

1834 Investment Advisors first reported a position in CRM in Q4 2018 and has held it in 31 quarters since. The position peaked at $3.86M in Q3 2021. 2,494 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • 1834 Investment Advisors held 3,236 shares of Salesforce worth $507K as of Q2 2026.
  • 1834 Investment Advisors bought 307 Salesforce shares in Q2 2026, an estimated $54K.
  • Salesforce made up 0.06% of 1834 Investment Advisors's portfolio in Q2 2026, its #170 holding.
  • 1834 Investment Advisors first reported a position in Salesforce in Q4 2018 and has held it in 31 quarters since.
  • 1834 Investment Advisors's Salesforce position peaked at $3.86M in Q3 2021.
  • 2,494 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on 1834 Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.