Affinity Capital Advisors
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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
Q3 		$256K Buy
+1,116
New +$230K 0.03% 179
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

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 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
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Affinity Capital Advisors's CRM Position: Q3 2026 in Review

Affinity Capital Advisors opened a new position in Salesforce (CRM) in Q3 2026: 1,116 shares worth $256K. The stake represents 0.03% of the portfolio and ranks #179 among its holdings. This is a return to the name: Affinity Capital Advisors previously reported a position in CRM as recently as Q1 2026.

Affinity Capital Advisors first reported a position in CRM in Q3 2021 and has held it in 16 quarters since. The position peaked at $753K in Q2 2025. 1,047 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

  • Affinity Capital Advisors held 1,116 shares of Salesforce worth $256K as of Q3 2026.
  • Salesforce was a new Affinity Capital Advisors position in Q3 2026.
  • Salesforce made up 0.03% of Affinity Capital Advisors's portfolio in Q3 2026, its #179 holding.
  • Affinity Capital Advisors first reported a position in Salesforce in Q3 2021 and has held it in 16 quarters since.
  • Affinity Capital Advisors's Salesforce position peaked at $753K in Q2 2025.
  • 1,047 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on Affinity Capital Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.