AAG
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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
Q2 		$23.5K Hold
150
– – 0.02% 126
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 $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 $3.37T AUM 44.26% 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

Accordant Advisory Group's CRM Position: Q2 2026 in Review

Accordant Advisory Group held its Salesforce (CRM) position steady in Q2 2026 at 150 shares worth $23.5K. The position accounts for 0.02% of the portfolio, ranked #126.

Accordant Advisory Group first reported a position in CRM in Q1 2024 and has held it in 4 quarters since. The position peaked at $164K in Q1 2024. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Accordant Advisory Group held 150 shares of Salesforce worth $23.5K as of Q2 2026.
  • Accordant Advisory Group left its Salesforce share count unchanged in Q2 2026.
  • Salesforce made up 0.02% of Accordant Advisory Group's portfolio in Q2 2026, its #126 holding.
  • Accordant Advisory Group first reported a position in Salesforce in Q1 2024 and has held it in 4 quarters since.
  • Accordant Advisory Group's Salesforce position peaked at $164K in Q1 2024.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Accordant Advisory Group's 13F filing for Q2 2026, filed 27 Jul 2026.