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Advocate Group’s Salesforce CRM Stock Holding History

Advocate Group’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 		$2.65M Buy
16,933
+2,842
+20% +$500K 0.4% 71
2026
Q1 		$2.63M Buy
14,091
+1,314
+10% +$272K 0.41% 68
2025
Q4 		$3.38M Buy
12,777
+193
+2% +$48K 0.55% 63
2025
Q3 		$2.98M Buy
12,584
+551
+5% +$139K 0.49% 64
2025
Q2 		$3.28M Buy
+12,033
New +$3.22M 0.59% 61

Other funds holding CRM

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Advocate Group's CRM Position: Q2 2026 in Review

Advocate Group increased its Salesforce (CRM) stake by 20% in Q2 2026, buying an estimated $500K and bringing the position to 16,933 shares worth $2.65M. The position accounts for 0.4% of the portfolio, ranked #71.

Advocate Group first reported a position in CRM in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.38M in Q4 2025. 1,100 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Advocate Group held 16,933 shares of Salesforce worth $2.65M as of Q2 2026.
  • Advocate Group bought 2,842 Salesforce shares in Q2 2026, an estimated $500K.
  • Salesforce made up 0.4% of Advocate Group's portfolio in Q2 2026, its #71 holding.
  • Advocate Group first reported a position in Salesforce in Q2 2025 and has held it in 5 quarters since.
  • Advocate Group's Salesforce position peaked at $3.38M in Q4 2025.
  • 1,100 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Advocate Group's 13F filing for Q2 2026, filed 17 Jul 2026.