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AdvisorShares Investments’s Salesforce CRM Stock Holding History

AdvisorShares Investments’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 		$381K Hold
2,430
– – 0.05% 217
2026
Q1 		$454K Buy
2,430
+600
+33% +$124K 0.08% 167
2025
Q4 		$485K Buy
+1,830
New +$455K 0.08% 129
2025
Q1 		– Sell
-1,465
Closed -$490K – 280
2024
Q4 		$490K Buy
+1,465
New +$468K 0.09% 118

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

AdvisorShares Investments's CRM Position: Q2 2026 in Review

AdvisorShares Investments held its Salesforce (CRM) position steady in Q2 2026 at 2,430 shares worth $381K. The position accounts for 0.05% of the portfolio, ranked #217.

AdvisorShares Investments first reported a position in CRM in Q4 2024 and has held it in 4 quarters since. The position peaked at $490K in Q4 2024. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • AdvisorShares Investments held 2,430 shares of Salesforce worth $381K as of Q2 2026.
  • AdvisorShares Investments left its Salesforce share count unchanged in Q2 2026.
  • Salesforce made up 0.05% of AdvisorShares Investments's portfolio in Q2 2026, its #217 holding.
  • AdvisorShares Investments first reported a position in Salesforce in Q4 2024 and has held it in 4 quarters since.
  • AdvisorShares Investments's Salesforce position peaked at $490K in Q4 2024.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on AdvisorShares Investments's 13F filing for Q2 2026, filed 11 Aug 2026.