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Advanced Asset Management Advisors’s Salesforce CRM Stock Holding History

Advanced Asset Management 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 		– Sell
-975
Closed -$258K – 81
2025
Q4 		$258K Hold
975
– – 0.07% 55
2025
Q3 		$231K Hold
975
– – 0.06% 60
2025
Q2 		$266K Hold
975
– – 0.07% 59
2025
Q1 		$262K Hold
975
– – 0.07% 59
2024
Q4 		$326K Hold
975
– – 0.09% 60
2024
Q3 		$251K Hold
975
– – 0.07% 61
2024
Q2 		$251K Buy
975
+225
+30% +$60.2K 0.07% 62
2024
Q1 		$226K Buy
+750
New +$216K 0.06% 71
2023
Q1 		– Sell
-250
Closed -$33.1K – 123
2022
Q4 		$33.1K Buy
+250
New +$36.5K 0.01% 115

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Advanced Asset Management Advisors's CRM Position: Q1 2026 in Review

Advanced Asset Management Advisors sold out of Salesforce (CRM) in Q1 2026, closing a stake of 975 shares — an estimated $258K sold.

Advanced Asset Management Advisors first reported a position in CRM in Q4 2022 and held it in 9 quarters. The position peaked at $326K in Q4 2024. 2,682 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Advanced Asset Management Advisors reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
  • Advanced Asset Management Advisors sold 975 Salesforce shares in Q1 2026, an estimated $258K.
  • Advanced Asset Management Advisors first reported a position in Salesforce in Q4 2022 and held it in 9 quarters.
  • Advanced Asset Management Advisors's Salesforce position peaked at $326K in Q4 2024.
  • 2,682 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Advanced Asset Management Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.