Advisory Services Network’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $5.2M | Sell |
33,166
-3,202
| -9% | -$563K | 0.06% | 341 |
|
|
2026
Q1 | $6.79M | Sell |
36,368
-4,916
| -12% | -$1.02M | 0.09% | 233 |
|
|
2025
Q4 | $10.9M | Sell |
41,284
-7,356
| -15% | -$1.83M | 0.15% | 135 |
|
|
2025
Q3 | $11.5M | Sell |
48,640
-7,161
| -13% | -$1.81M | 0.17% | 126 |
|
|
2025
Q2 | $14.4M | Buy |
55,801
+1,355
| +2% | +$362K | 0.23% | 77 |
|
|
2025
Q1 | $14.6M | Buy |
54,446
+4,499
| +9% | +$1.4M | 0.28% | 61 |
|
|
2024
Q4 | $16.7M | Buy |
49,947
+1,719
| +4% | +$549K | 0.31% | 56 |
|
|
2024
Q3 | $12.4M | Hold |
48,228
| – | – | 0.26% | 78 |
|
|
2024
Q2 | $12.4M | Buy |
48,228
+791
| +2% | +$212K | 0.26% | 78 |
|
|
2024
Q1 | $14.3M | Buy |
47,437
+1,001
| +2% | +$289K | 0.32% | 56 |
|
|
2023
Q4 | $12.2M | Buy |
46,436
+317
| +0.7% | +$71.7K | 0.3% | 64 |
|
|
2023
Q3 | $9.35M | Buy |
46,119
+4,235
| +10% | +$915K | 0.25% | 73 |
|
|
2023
Q2 | $8.85M | Buy |
41,884
+783
| +2% | +$160K | 0.24% | 84 |
|
|
2023
Q1 | $8.21M | Buy |
41,101
+1,175
| +3% | +$198K | 0.23% | 87 |
|
|
2022
Q4 | $5.29M | Sell |
39,926
-544
| -1% | -$79.4K | 0.16% | 148 |
|
|
2022
Q3 | $5.82M | Sell |
40,470
-7,104
| -15% | -$1.2M | 0.21% | 108 |
|
|
2022
Q2 | $7.85M | Buy |
47,574
+1,512
| +3% | +$267K | 0.27% | 85 |
|
|
2022
Q1 | $9.78M | Buy |
46,062
+5,459
| +13% | +$1.17M | 0.29% | 65 |
|
|
2021
Q4 | $10.3M | Buy |
40,603
+2,530
| +7% | +$711K | 0.3% | 66 |
|
|
2021
Q3 | $10.3M | Buy |
38,073
+8,833
| +30% | +$2.24M | 0.33% | 49 |
|
|
2021
Q2 | $7.14M | Buy |
29,240
+2,579
| +10% | +$594K | 0.23% | 94 |
|
|
2021
Q1 | $5.65M | Sell |
26,661
-3,613
| -12% | -$804K | 0.21% | 110 |
|
|
2020
Q4 | $6.74M | Buy |
30,274
+9,116
| +43% | +$2.22M | 0.27% | 70 |
|
|
2020
Q3 | $5.32M | Sell |
21,158
-1,198
| -5% | -$262K | 0.25% | 95 |
|
|
2020
Q2 | $4.19M | Buy |
22,356
+2,784
| +14% | +$469K | 0.23% | 111 |
|
|
2020
Q1 | $2.82M | Buy |
19,572
+3,020
| +18% | +$518K | 0.18% | 138 |
|
|
2019
Q4 | $2.69M | Sell |
16,552
-10,975
| -40% | -$1.72M | 0.14% | 181 |
|
|
2019
Q3 | $4.18M | Hold |
27,527
| – | – | 0.26% | 93 |
|
|
2019
Q2 | $4.18M | Buy |
27,527
+1,796
| +7% | +$281K | 0.26% | 93 |
|
|
2019
Q1 | $4.08M | Buy |
25,731
+404
| +2% | +$62.6K | 0.29% | 82 |
|
|
2018
Q4 | $3.47M | Sell |
25,327
-314
| -1% | -$43.2K | 0.3% | 71 |
|
|
2018
Q3 | $4.08M | Sell |
25,641
-5,331
| -17% | -$791K | 0.3% | 76 |
|
|
2018
Q2 | $4.57M | Buy |
30,972
+5,816
| +23% | +$742K | 0.35% | 55 |
|
|
2018
Q1 | $2.93M | Buy |
25,156
+5,817
| +30% | +$668K | 0.23% | 94 |
|
|
2017
Q4 | $1.98M | Sell |
19,339
-425
| -2% | -$43.3K | 0.17% | 148 |
|
|
2017
Q3 | $1.85M | Buy |
19,764
+1,122
| +6% | +$103K | 0.21% | 123 |
|
|
2017
Q2 | $1.61M | Buy |
18,642
+1,331
| +8% | +$116K | 0.21% | 123 |
|
|
2017
Q1 | $1.43M | Buy |
+17,311
| New | +$1.38M | 0.21% | 109 |
|
|
2016
Q3 | $108K | Sell |
1,519
-687
| -31% | -$53.6K | 0.02% | 670 |
|
|
2016
Q2 | $175K | Buy |
2,206
+107
| +5% | +$8.4K | 0.04% | 480 |
|
|
2016
Q1 | $155K | Buy |
2,099
+465
| +28% | +$32K | 0.04% | 428 |
|
|
2015
Q4 | $128K | Hold |
1,634
| – | – | 0.04% | 396 |
|
|
2015
Q3 | $113K | Hold |
1,634
| – | – | 0.03% | 371 |
|
|
2015
Q2 | $115K | Buy |
1,634
+30
| +2% | +$2.14K | 0.03% | 355 |
|
|
2015
Q1 | $109K | Buy |
1,604
+150
| +10% | +$9.3K | 0.03% | 366 |
|
|
2014
Q4 | $83K | Buy |
+1,454
| New | +$85.7K | 0.03% | 356 |
|
Other funds holding CRM
Advisory Services Network's CRM Position: Q2 2026 in Review
Advisory Services Network reduced its Salesforce (CRM) stake by 8.8% in Q2 2026, selling an estimated $563K and leaving 33,166 shares worth $5.2M. The position accounts for 0.06% of the portfolio, ranked #341.
Advisory Services Network first reported a position in CRM in Q4 2014 and has held it in 46 quarters since. The position peaked at $16.7M in Q4 2024. 2,468 funds tracked by Wall St. Rank hold CRM as of Q2 2026.
- Advisory Services Network held 33,166 shares of Salesforce worth $5.2M as of Q2 2026.
- Advisory Services Network sold 3,202 Salesforce shares in Q2 2026, an estimated $563K.
- Salesforce made up 0.06% of Advisory Services Network's portfolio in Q2 2026, its #341 holding.
- Advisory Services Network first reported a position in Salesforce in Q4 2014 and has held it in 46 quarters since.
- Advisory Services Network's Salesforce position peaked at $16.7M in Q4 2024.
- 2,468 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.
Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.