AGA
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Accuvest Global Advisors’s Salesforce CRM Stock Holding History

Accuvest Global 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
Q1 		– Sell
-4,715
Closed -$1.25M – 66
2025
Q4 		$1.25M Buy
+4,715
New +$1.17M 0.92% 31
2025
Q1 		– Sell
-11,071
Closed -$3.73M – 65
2024
Q4 		$3.73M Buy
+11,071
New +$3.53M 5.22% 10
2024
Q2 		– Sell
-11,390
Closed -$3.43M – 35
2024
Q1 		$3.43M Buy
+11,390
New +$3.29M 1.5% 21
2021
Q4 		– Sell
-1,059
Closed -$287K – 114
2021
Q3 		$287K Buy
+1,059
New +$269K 0.14% 97
2019
Q2 		– Sell
-4,369
Closed -$692K – 95
2019
Q1 		$692K Buy
+4,369
New +$677K 0.37% 61

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Accuvest Global Advisors's CRM Position: Q1 2026 in Review

Accuvest Global Advisors sold out of Salesforce (CRM) in Q1 2026, closing a stake of 4,715 shares — an estimated $1.25M sold.

Accuvest Global Advisors first reported a position in CRM in Q1 2019 and held it in 5 quarters. The position peaked at $3.73M in Q4 2024. 2,682 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Accuvest Global Advisors reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
  • Accuvest Global Advisors sold 4,715 Salesforce shares in Q1 2026, an estimated $1.25M.
  • Accuvest Global Advisors first reported a position in Salesforce in Q1 2019 and held it in 5 quarters.
  • Accuvest Global Advisors's Salesforce position peaked at $3.73M in Q4 2024.
  • 2,682 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Accuvest Global Advisors's 13F filing for Q1 2026, filed 11 May 2026.