AA
CRM icon

Addison Advisors’s Salesforce CRM Stock Holding History

Addison 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
Q2 		$22.9K Sell
146
-1,686
-92% -$296K 0.01% 325
2026
Q1 		$342K Sell
1,832
-291
-14% -$60.3K 0.08% 161
2025
Q4 		$562K Buy
2,123
+136
+7% +$33.8K 0.13% 119
2025
Q3 		$471K Sell
1,987
-194
-9% -$48.9K 0.11% 129
2025
Q2 		$595K Buy
2,181
+115
+6% +$30.7K 0.15% 109
2025
Q1 		$554K Buy
2,066
+8
+0.4% +$2.49K 0.15% 98
2024
Q4 		$688K Buy
2,058
+6
+0.3% +$1.92K 0.19% 87
2024
Q3 		$562K Buy
2,052
+177
+9% +$45.3K 0.16% 102
2024
Q2 		$482K Buy
1,875
+34
+2% +$9.1K 0.16% 101
2024
Q1 		$554K Buy
1,841
+265
+17% +$76.5K 0.19% 88
2023
Q4 		$415K Buy
1,576
+41
+3% +$9.28K 0.16% 108
2023
Q3 		$311K Buy
1,535
+71
+5% +$15.3K 0.14% 114
2023
Q2 		$309K Buy
1,464
+14
+1% +$2.86K 0.15% 112
2023
Q1 		$290K Buy
1,450
+1,085
+297% +$183K 0.16% 106
2022
Q4 		$48.4K Buy
365
+135
+59% +$19.7K 0.03% 289
2022
Q3 		$33K Sell
230
-10
-4% -$1.7K 0.02% 298
2022
Q2 		$40K Sell
240
-352
-59% -$62.2K 0.02% 286
2022
Q1 		$126K Buy
592
+518
+700% +$111K 0.07% 187
2021
Q4 		$19K Buy
+74
New +$20.8K 0.01% 341

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

Addison Advisors's CRM Position: Q2 2026 in Review

Addison Advisors reduced its Salesforce (CRM) stake by 92% in Q2 2026, selling an estimated $296K and leaving 146 shares worth $22.9K. The position accounts for 0.01% of the portfolio, ranked #325.

Addison Advisors first reported a position in CRM in Q4 2021 and has held it in 19 quarters since. The position peaked at $688K in Q4 2024. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Addison Advisors held 146 shares of Salesforce worth $22.9K as of Q2 2026.
  • Addison Advisors sold 1,686 Salesforce shares in Q2 2026, an estimated $296K.
  • Salesforce made up 0.01% of Addison Advisors's portfolio in Q2 2026, its #325 holding.
  • Addison Advisors first reported a position in Salesforce in Q4 2021 and has held it in 19 quarters since.
  • Addison Advisors's Salesforce position peaked at $688K in Q4 2024.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Addison Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.