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Accordant Advisory Group’s Salesforce CRM Stock Holding History

Accordant 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 		$28K Buy
+150
New +$31.1K 0.02% 115
2025
Q2 		– Sell
-8
Closed -$2.15K – 174
2025
Q1 		$2.15K Buy
+8
New +$2.49K ﹤0.01% 140
2024
Q2 		– Sell
-544
Closed -$164K – 169
2024
Q1 		$164K Buy
+544
New +$157K 0.12% 93

Other funds holding CRM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

Accordant Advisory Group opened a new position in Salesforce (CRM) in Q1 2026: 150 shares worth $28K. The stake represents 0.02% of the portfolio and ranks #115 among its holdings. This is a return to the name: Accordant Advisory Group previously reported a position in CRM as recently as Q1 2025.

Accordant Advisory Group first reported a position in CRM in Q1 2024 and has held it in 3 quarters since. The position peaked at $164K in Q1 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Accordant Advisory Group held 150 shares of Salesforce worth $28K as of Q1 2026.
  • Salesforce was a new Accordant Advisory Group position in Q1 2026.
  • Salesforce made up 0.02% of Accordant Advisory Group's portfolio in Q1 2026, its #115 holding.
  • Accordant Advisory Group first reported a position in Salesforce in Q1 2024 and has held it in 3 quarters since.
  • Accordant Advisory Group's Salesforce position peaked at $164K in Q1 2024.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Accordant Advisory Group's 13F filing for Q1 2026, filed 11 May 2026.