Acorn Financial Advisory Services’s Salesforce CRM Stock Holding History

Acorn Financial Advisory Services’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	$679K	Sell	4,332 -663	-13%	-$117K	0.09%	107
2026 Q1	$932K	Sell	4,995 -102	-2%	-$21.1K	0.13%	77
2025 Q4	$1.35M	Buy	5,097 +157	+3%	+$39K	0.2%	54
2025 Q3	$1.17M	Sell	4,940 -211	-4%	-$53.2K	0.18%	60
2025 Q2	$1.4M	Sell	5,151 -176	-3%	-$47.1K	0.23%	49
2025 Q1	$1.43M	Sell	5,327 -468	-8%	-$146K	0.26%	48
2024 Q4	$1.94M	Sell	5,795 -198	-3%	-$63.2K	0.32%	40
2024 Q3	$1.64M	Sell	5,993 -17	-0.3%	-$4.35K	0.29%	40
2024 Q2	$1.55M	Buy	6,010 +4	+0.1%	+$1.07K	0.29%	40
2024 Q1	$1.81M	Sell	6,006 -2,044	-25%	-$590K	0.34%	35
2023 Q4	$2.12M	Sell	8,050 -1,895	-19%	-$429K	0.37%	37
2023 Q3	$2.02M	Sell	9,945 -101	-1%	-$21.8K	0.36%	38
2023 Q2	$2.12M	Sell	10,046 -257	-2%	-$52.5K	0.38%	33
2023 Q1	$2.06M	Buy	10,303 +238	+2%	+$40.2K	0.4%	30
2022 Q4	$1.33M	Buy	10,065 +979	+11%	+$143K	0.28%	48
2022 Q3	$1.31M	Buy	9,086 +1,301	+17%	+$221K	0.31%	48
2022 Q2	$1.28M	Sell	7,785 -173	-2%	-$30.6K	0.31%	46
2022 Q1	$1.69M	Buy	7,958 +315	+4%	+$67.8K	0.34%	46
2021 Q4	$1.94M	Sell	7,643 -1	-0%	-$281	0.39%	39
2021 Q3	$2.07M	Sell	7,644 -307	-4%	-$78K	0.64%	33
2021 Q2	$1.94M	Buy	7,951 +550	+7%	+$127K	0.57%	42
2021 Q1	$1.57M	Buy	7,401 +1,331	+22%	+$296K	0.57%	46
2020 Q4	$1.35M	Buy	6,070 +315	+5%	+$76.6K	0.53%	50
2020 Q3	$1.45M	Sell	5,755 -520	-8%	-$114K	0.76%	27
2020 Q2	$1.18M	Sell	6,275 -2	-0%	-$337	0.82%	27
2020 Q1	$904K	Buy	6,277 +64	+1%	+$11K	0.89%	32
2019 Q4	$1.01M	Buy	+6,213	New	+$974K	0.85%	36

Other funds holding CRM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Acorn Financial Advisory Services's CRM Position: Q2 2026 in Review

Acorn Financial Advisory Services reduced its Salesforce (CRM) stake by 13% in Q2 2026, selling an estimated $117K and leaving 4,332 shares worth $679K. The position accounts for 0.09% of the portfolio, ranked #107.

Acorn Financial Advisory Services first reported a position in CRM in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.12M in Q2 2023. 2,494 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Acorn Financial Advisory Services held 4,332 shares of Salesforce worth $679K as of Q2 2026.
Acorn Financial Advisory Services sold 663 Salesforce shares in Q2 2026, an estimated $117K.
Salesforce made up 0.09% of Acorn Financial Advisory Services's portfolio in Q2 2026, its #107 holding.
Acorn Financial Advisory Services first reported a position in Salesforce in Q4 2019 and has held it in 27 quarters since.
Acorn Financial Advisory Services's Salesforce position peaked at $2.12M in Q2 2023.
2,494 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Acorn Financial Advisory Services's 13F filing for Q2 2026, filed 20 Jul 2026.