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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
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 $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

Advisor OS's CRM Position: Q1 2026 in Review

Advisor OS increased its Salesforce (CRM) stake by 6.7% in Q1 2026, buying an estimated $34.8K and bringing the position to 2,679 shares worth $500K. The position accounts for 0.04% of the portfolio, ranked #297.

Advisor OS first reported a position in CRM in Q3 2023 and has held it in 11 quarters since. The position peaked at $758K in Q4 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Advisor OS held 2,679 shares of Salesforce worth $500K as of Q1 2026.
  • Advisor OS bought 168 Salesforce shares in Q1 2026, an estimated $34.8K.
  • Salesforce made up 0.04% of Advisor OS's portfolio in Q1 2026, its #297 holding.
  • Advisor OS first reported a position in Salesforce in Q3 2023 and has held it in 11 quarters since.
  • Advisor OS's Salesforce position peaked at $758K in Q4 2024.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.