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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Addison Advisors's CRM Position: Q1 2026 in Review

Addison Advisors reduced its Salesforce (CRM) stake by 14% in Q1 2026, selling an estimated $60.3K and leaving 1,832 shares worth $342K. The position accounts for 0.08% of the portfolio, ranked #161.

Addison Advisors first reported a position in CRM in Q4 2021 and has held it in 18 quarters since. The position peaked at $688K in Q4 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Addison Advisors held 1,832 shares of Salesforce worth $342K as of Q1 2026.
  • Addison Advisors sold 291 Salesforce shares in Q1 2026, an estimated $60.3K.
  • Salesforce made up 0.08% of Addison Advisors's portfolio in Q1 2026, its #161 holding.
  • Addison Advisors first reported a position in Salesforce in Q4 2021 and has held it in 18 quarters since.
  • Addison Advisors's Salesforce position peaked at $688K in Q4 2024.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Addison Advisors's 13F filing for Q1 2026, filed 8 May 2026.