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Advisors Capital Management’s Salesforce CRM Stock Holding History

Advisors Capital Management’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 		$2.72M Sell
17,375
-87,169
-83% -$15.3M 0.03% 271
2026
Q1 		$19.5M Buy
104,544
+75,205
+256% +$15.6M 0.23% 132
2025
Q4 		$7.77M Buy
29,339
+327
+1% +$81.3K 0.09% 183
2025
Q3 		$6.88M Buy
29,012
+491
+2% +$124K 0.09% 185
2025
Q2 		$7.78M Buy
28,521
+2,259
+9% +$604K 0.11% 169
2025
Q1 		$7.05M Buy
26,262
+15,985
+156% +$4.97M 0.11% 168
2024
Q4 		$3.44M Buy
10,277
+299
+3% +$95.4K 0.05% 219
2024
Q3 		$2.73M Buy
9,978
+234
+2% +$59.9K 0.04% 231
2024
Q2 		$2.5M Buy
9,744
+5,476
+128% +$1.47M 0.04% 237
2024
Q1 		$1.28M Buy
4,268
+574
+16% +$166K 0.02% 270
2023
Q4 		$972K Buy
3,694
+92
+3% +$20.8K 0.02% 290
2023
Q3 		$730K Buy
3,602
+2,521
+233% +$545K 0.02% 273
2023
Q2 		$228K Buy
+1,081
New +$221K 0.01% 398
2022
Q3 		– Sell
-2,663
Closed -$440K – 461
2022
Q2 		$440K Sell
2,663
-606
-19% -$107K 0.01% 309
2022
Q1 		$694K Sell
3,269
-724
-18% -$156K 0.02% 278
2021
Q4 		$1.01M Buy
3,993
+2,073
+108% +$582K 0.03% 249
2021
Q3 		$521K Buy
1,920
+113
+6% +$28.7K 0.02% 294
2021
Q2 		$441K Buy
1,807
+139
+8% +$32K 0.01% 294
2021
Q1 		$353K Buy
1,668
+20
+1% +$4.45K 0.01% 295
2020
Q4 		$366K Buy
1,648
+91
+6% +$22.1K 0.01% 278
2020
Q3 		$392K Buy
1,557
+303
+24% +$66.3K 0.02% 251
2020
Q2 		$235K Buy
+1,254
New +$211K 0.01% 272
2020
Q1 		– Sell
-1,347
Closed -$219K – 286
2019
Q4 		$219K Buy
+1,347
New +$211K 0.01% 309

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

Advisors Capital Management's CRM Position: Q2 2026 in Review

Advisors Capital Management reduced its Salesforce (CRM) stake by 83% in Q2 2026, selling an estimated $15.3M and leaving 17,375 shares worth $2.72M. The position accounts for 0.03% of the portfolio, ranked #271.

Advisors Capital Management first reported a position in CRM in Q4 2019 and has held it in 23 quarters since. The position peaked at $19.5M in Q1 2026. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Advisors Capital Management held 17,375 shares of Salesforce worth $2.72M as of Q2 2026.
  • Advisors Capital Management sold 87,169 Salesforce shares in Q2 2026, an estimated $15.3M.
  • Salesforce made up 0.03% of Advisors Capital Management's portfolio in Q2 2026, its #271 holding.
  • Advisors Capital Management first reported a position in Salesforce in Q4 2019 and has held it in 23 quarters since.
  • Advisors Capital Management's Salesforce position peaked at $19.5M in Q1 2026.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Advisors Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.