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Affinity Capital Advisors’s Salesforce CRM Stock Holding History

Affinity Capital Advisors’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 		– Sell
-1,839
Closed -$343K – 207
2026
Q1 		$343K Buy
1,839
+15
+0.8% +$3.11K 0.05% 124
2025
Q4 		$483K Buy
1,824
+252
+16% +$62.6K 0.07% 105
2025
Q3 		$376K Sell
1,572
-1,190
-43% -$300K 0.06% 112
2025
Q2 		$753K Buy
2,762
+1,926
+230% +$515K 0.13% 80
2025
Q1 		$213K Buy
836
+197
+31% +$61.3K 0.04% 148
2024
Q4 		$208K Buy
+639
New +$204K 0.04% 146
2024
Q2 		– Sell
-721
Closed -$217K – 149
2024
Q1 		$217K Sell
721
-91
-11% -$26.3K 0.05% 141
2023
Q4 		$214K Buy
+812
New +$184K 0.05% 131
2023
Q3 		– Sell
-1,000
Closed -$211K – 132
2023
Q2 		$211K Buy
+1,000
New +$204K 0.06% 126
2023
Q1 		– Sell
-1,578
Closed -$209K – 127
2022
Q4 		$209K Buy
1,578
+153
+11% +$22.3K 0.07% 105
2022
Q3 		$205K Buy
1,425
+8
+0.6% +$1.36K 0.07% 101
2022
Q2 		$234K Sell
1,417
-65
-4% -$11.5K 0.08% 94
2022
Q1 		$315K Buy
1,482
+624
+73% +$134K 0.1% 88
2021
Q4 		$218K Buy
858
+120
+16% +$33.7K 0.07% 117
2021
Q3 		$200K Buy
+738
New +$187K 0.07% 118

Other funds holding CRM

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
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Affinity Capital Advisors's CRM Position: Q2 2026 in Review

Affinity Capital Advisors sold out of Salesforce (CRM) in Q2 2026, closing a stake of 1,839 shares — an estimated $343K sold.

Affinity Capital Advisors first reported a position in CRM in Q3 2021 and held it in 15 quarters. The position peaked at $753K in Q2 2025. 401 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Affinity Capital Advisors reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
  • Affinity Capital Advisors sold 1,839 Salesforce shares in Q2 2026, an estimated $343K.
  • Affinity Capital Advisors first reported a position in Salesforce in Q3 2021 and held it in 15 quarters.
  • Affinity Capital Advisors's Salesforce position peaked at $753K in Q2 2025.
  • 401 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Affinity Capital Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.