AIM
CRM icon

Acropolis Investment Management’s Salesforce CRM Stock Holding History

Acropolis Investment Management’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 		$183K Sell
1,166
-124
-10% -$21.8K 0.01% 301
2026
Q1 		$241K Hold
1,290
– – 0.01% 264
2025
Q4 		$342K Sell
1,290
-120
-9% -$29.8K 0.02% 220
2025
Q3 		$384K Buy
+1,410
New +$356K 0.02% 197
2025
Q2 		– Sell
-497
Closed -$133K – 259
2025
Q1 		$133K Buy
497
+132
+36% +$41.1K 0.01% 274
2024
Q4 		$122K Buy
+365
New +$116K 0.01% 291

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

Acropolis Investment Management's CRM Position: Q2 2026 in Review

Acropolis Investment Management reduced its Salesforce (CRM) stake by 9.6% in Q2 2026, selling an estimated $21.8K and leaving 1,166 shares worth $183K. The position accounts for 0.01% of the portfolio, ranked #301.

Acropolis Investment Management first reported a position in CRM in Q4 2024 and has held it in 6 quarters since. The position peaked at $384K in Q3 2025. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Acropolis Investment Management held 1,166 shares of Salesforce worth $183K as of Q2 2026.
  • Acropolis Investment Management sold 124 Salesforce shares in Q2 2026, an estimated $21.8K.
  • Salesforce made up 0.01% of Acropolis Investment Management's portfolio in Q2 2026, its #301 holding.
  • Acropolis Investment Management first reported a position in Salesforce in Q4 2024 and has held it in 6 quarters since.
  • Acropolis Investment Management's Salesforce position peaked at $384K in Q3 2025.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Acropolis Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.