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Advisor OS’s Salesforce CRM Stock Holding History

Advisor OS’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 		$368K Sell
2,348
-331
-12% -$58.2K 0.02% 394
2026
Q1 		$500K Buy
2,679
+168
+7% +$34.8K 0.04% 297
2025
Q4 		$665K Buy
2,511
+186
+8% +$46.2K 0.05% 234
2025
Q3 		$551K Sell
2,325
-364
-14% -$91.8K 0.05% 247
2025
Q2 		$733K Buy
2,689
+27
+1% +$7.22K 0.07% 194
2025
Q1 		$714K Buy
2,662
+396
+17% +$123K 0.08% 172
2024
Q4 		$758K Buy
2,266
+734
+48% +$234K 0.09% 155
2024
Q3 		$419K Sell
1,532
-101
-6% -$25.9K 0.04% 271
2024
Q2 		$420K Sell
1,633
-139
-8% -$37.2K 0.05% 255
2024
Q1 		$534K Buy
1,772
+423
+31% +$122K 0.06% 227
2023
Q4 		$355K Buy
1,349
+328
+32% +$74.2K 0.05% 236
2023
Q3 		$207K Buy
+1,021
New +$221K 0.03% 275

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

Advisor OS's CRM Position: Q2 2026 in Review

Advisor OS reduced its Salesforce (CRM) stake by 12% in Q2 2026, selling an estimated $58.2K and leaving 2,348 shares worth $368K. The position accounts for 0.02% of the portfolio, ranked #394.

Advisor OS first reported a position in CRM in Q3 2023 and has held it in 12 quarters since. The position peaked at $758K in Q4 2024. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Advisor OS held 2,348 shares of Salesforce worth $368K as of Q2 2026.
  • Advisor OS sold 331 Salesforce shares in Q2 2026, an estimated $58.2K.
  • Salesforce made up 0.02% of Advisor OS's portfolio in Q2 2026, its #394 holding.
  • Advisor OS first reported a position in Salesforce in Q3 2023 and has held it in 12 quarters since.
  • Advisor OS's Salesforce position peaked at $758K in Q4 2024.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.