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Advyzon Investment Management’s Salesforce CRM Stock Holding History

Advyzon Investment Management’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 		$600K Buy
3,827
+20
+0.5% +$3.52K 0.04% 415
2026
Q1 		$711K Buy
3,807
+1,342
+54% +$278K 0.06% 295
2025
Q4 		$653K Buy
2,465
+705
+40% +$175K 0.08% 256
2025
Q3 		$417K Sell
1,760
-124
-7% -$31.3K 0.07% 249
2025
Q2 		$514K Buy
1,884
+687
+57% +$184K 0.11% 179
2025
Q1 		$321K Buy
1,197
+256
+27% +$79.6K 0.11% 168
2024
Q4 		$315K Buy
+941
New +$300K 0.12% 156

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

Advyzon Investment Management's CRM Position: Q2 2026 in Review

Advyzon Investment Management increased its Salesforce (CRM) stake by 0.53% in Q2 2026, buying an estimated $3.52K and bringing the position to 3,827 shares worth $600K. The position accounts for 0.04% of the portfolio, ranked #415.

Advyzon Investment Management first reported a position in CRM in Q4 2024 and has held it in 7 quarters since. The position peaked at $711K in Q1 2026. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Advyzon Investment Management held 3,827 shares of Salesforce worth $600K as of Q2 2026.
  • Advyzon Investment Management bought 20 Salesforce shares in Q2 2026, an estimated $3.52K.
  • Salesforce made up 0.04% of Advyzon Investment Management's portfolio in Q2 2026, its #415 holding.
  • Advyzon Investment Management first reported a position in Salesforce in Q4 2024 and has held it in 7 quarters since.
  • Advyzon Investment Management's Salesforce position peaked at $711K in Q1 2026.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.