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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
Q3 		$404K Buy
1,761
+595
+51% +$123K 0.02% 207
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

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
KIG
Kessler Investment Group Columbus, Indiana $207M AUM 43.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
PCMC
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return

Acropolis Investment Management's CRM Position: Q3 2026 in Review

Acropolis Investment Management increased its Salesforce (CRM) stake by 51% in Q3 2026, buying an estimated $123K and bringing the position to 1,761 shares worth $404K. The position accounts for 0.02% of the portfolio, ranked #207.

Acropolis Investment Management first reported a position in CRM in Q4 2024 and has held it in 7 quarters since. 122 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

  • Acropolis Investment Management held 1,761 shares of Salesforce worth $404K as of Q3 2026.
  • Acropolis Investment Management bought 595 Salesforce shares in Q3 2026, an estimated $123K.
  • Salesforce made up 0.02% of Acropolis Investment Management's portfolio in Q3 2026, its #207 holding.
  • Acropolis Investment Management first reported a position in Salesforce in Q4 2024 and has held it in 7 quarters since.
  • 122 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on Acropolis Investment Management's 13F filing for Q3 2026, filed 8 Oct 2026.