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CRM icon

Advisory Alpha’s Salesforce CRM Stock Holding History

Advisory Alpha’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 		$809K Buy
5,159
+357
+7% +$62.8K 0.02% 267
2026
Q1 		$897K Buy
4,802
+766
+19% +$159K 0.02% 205
2025
Q4 		$1.07M Buy
4,036
+206
+5% +$51.2K 0.03% 184
2025
Q3 		$915K Buy
3,830
+259
+7% +$65.3K 0.03% 198
2025
Q2 		$974K Buy
3,571
+843
+31% +$225K 0.03% 166
2025
Q1 		$732K Buy
2,728
+271
+11% +$84.3K 0.02% 194
2024
Q4 		$822K Buy
2,457
+205
+9% +$65.4K 0.03% 167
2024
Q3 		$617K Buy
2,252
+408
+22% +$105K 0.02% 202
2024
Q2 		$474K Buy
1,844
+448
+32% +$120K 0.02% 216
2024
Q1 		$420K Sell
1,396
-102
-7% -$29.4K 0.02% 238
2023
Q4 		$394K Buy
1,498
+53
+4% +$12K 0.02% 225
2023
Q3 		$293K Buy
+1,445
New +$312K 0.02% 241
2022
Q2 		– Sell
-979
Closed -$208K – 252
2022
Q1 		$208K Buy
+979
New +$211K 0.01% 253
2020
Q4 		– Sell
-42
Closed -$11K – 207
2020
Q3 		$11K Buy
+42
New +$9.19K ﹤0.01% 409
2020
Q2 		– Sell
-11
Closed -$1.67K – 180
2020
Q1 		$1.67K Sell
11
-10
-48% -$1.72K ﹤0.01% 608
2019
Q4 		$3.86K Sell
21
-26
-55% -$4.08K ﹤0.01% 604
2019
Q3 		$6.91K Buy
+47
New +$7.14K ﹤0.01% 496
2019
Q2 		– Sell
-22
Closed -$3.44K – 215
2019
Q1 		$3.44K Buy
+22
New +$3.41K ﹤0.01% 506

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

Advisory Alpha's CRM Position: Q2 2026 in Review

Advisory Alpha increased its Salesforce (CRM) stake by 7.4% in Q2 2026, buying an estimated $62.8K and bringing the position to 5,159 shares worth $809K. The position accounts for 0.02% of the portfolio, ranked #267.

Advisory Alpha first reported a position in CRM in Q1 2019 and has held it in 18 quarters since. The position peaked at $1.07M in Q4 2025. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Advisory Alpha held 5,159 shares of Salesforce worth $809K as of Q2 2026.
  • Advisory Alpha bought 357 Salesforce shares in Q2 2026, an estimated $62.8K.
  • Salesforce made up 0.02% of Advisory Alpha's portfolio in Q2 2026, its #267 holding.
  • Advisory Alpha first reported a position in Salesforce in Q1 2019 and has held it in 18 quarters since.
  • Advisory Alpha's Salesforce position peaked at $1.07M in Q4 2025.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Advisory Alpha's 13F filing for Q2 2026, filed 11 Aug 2026.