Addison Advisors
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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
Q3 		$92.1K Buy
401
+255
+175% +$52.6K 0.04% 188
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Addison Advisors's CRM Position: Q3 2026 in Review

Addison Advisors increased its Salesforce (CRM) stake by 175% in Q3 2026, buying an estimated $52.6K and bringing the position to 401 shares worth $92.1K. The position accounts for 0.04% of the portfolio, ranked #188.

Addison Advisors first reported a position in CRM in Q4 2021 and has held it in 20 quarters since. The position peaked at $688K in Q4 2024. 1,600 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

  • Addison Advisors held 401 shares of Salesforce worth $92.1K as of Q3 2026.
  • Addison Advisors bought 255 Salesforce shares in Q3 2026, an estimated $52.6K.
  • Salesforce made up 0.04% of Addison Advisors's portfolio in Q3 2026, its #188 holding.
  • Addison Advisors first reported a position in Salesforce in Q4 2021 and has held it in 20 quarters since.
  • Addison Advisors's Salesforce position peaked at $688K in Q4 2024.
  • 1,600 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on Addison Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.