Advocate Group
CRM icon

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
Q3 		$4.02M Buy
17,517
+584
+3% +$120K 0.62% 64
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

Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $24.1B AUM 30.72% 1-Year Est. Return

Advocate Group's CRM Position: Q3 2026 in Review

Advocate Group increased its Salesforce (CRM) stake by 3.4% in Q3 2026, buying an estimated $120K and bringing the position to 17,517 shares worth $4.02M. The position accounts for 0.62% of the portfolio, ranked #64.

Advocate Group first reported a position in CRM in Q2 2025 and has held it in 6 quarters since. 1,189 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

  • Advocate Group held 17,517 shares of Salesforce worth $4.02M as of Q3 2026.
  • Advocate Group bought 584 Salesforce shares in Q3 2026, an estimated $120K.
  • Salesforce made up 0.62% of Advocate Group's portfolio in Q3 2026, its #64 holding.
  • Advocate Group first reported a position in Salesforce in Q2 2025 and has held it in 6 quarters since.
  • 1,189 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on Advocate Group's 13F filing for Q3 2026, filed 19 Oct 2026.