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Alliance Wealth Advisors (Utah)’s Salesforce CRM Stock Holding History

Alliance Wealth Advisors (Utah)’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 		$277K Sell
1,770
-871
-33% -$153K 0.05% 195
2026
Q1 		$493K Sell
2,641
-975
-27% -$202K 0.11% 138
2025
Q4 		$958K Sell
3,616
-802
-18% -$199K 0.21% 103
2025
Q3 		$1.05M Buy
4,418
+977
+28% +$246K 0.25% 112
2025
Q2 		$938K Buy
3,441
+909
+36% +$243K 0.23% 105
2025
Q1 		$680K Buy
2,532
+728
+40% +$226K 0.18% 125
2024
Q4 		$603K Buy
+1,804
New +$576K 0.16% 146
2024
Q3 		– Sell
-16,719
Closed -$4.3M – 237
2024
Q2 		$4.3M Buy
16,719
+376
+2% +$101K 1.26% 14
2024
Q1 		$4.92M Buy
16,343
+517
+3% +$149K 1.47% 9
2023
Q4 		$4.16M Buy
15,826
+21
+0.1% +$4.75K 1.4% 12
2023
Q3 		$3.2M Buy
15,805
+703
+5% +$152K 1.19% 18
2023
Q2 		$3.19M Sell
15,102
-3,678
-20% -$751K 1.18% 18
2023
Q1 		$3.75M Buy
18,780
+1,014
+6% +$171K 1.51% 9
2022
Q4 		$2.36M Buy
+17,766
New +$2.59M 1.06% 25

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

Alliance Wealth Advisors (Utah)'s CRM Position: Q2 2026 in Review

Alliance Wealth Advisors (Utah) reduced its Salesforce (CRM) stake by 33% in Q2 2026, selling an estimated $153K and leaving 1,770 shares worth $277K. The position accounts for 0.05% of the portfolio, ranked #195.

Alliance Wealth Advisors (Utah) first reported a position in CRM in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.92M in Q1 2024. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Alliance Wealth Advisors (Utah) held 1,770 shares of Salesforce worth $277K as of Q2 2026.
  • Alliance Wealth Advisors (Utah) sold 871 Salesforce shares in Q2 2026, an estimated $153K.
  • Salesforce made up 0.05% of Alliance Wealth Advisors (Utah)'s portfolio in Q2 2026, its #195 holding.
  • Alliance Wealth Advisors (Utah) first reported a position in Salesforce in Q4 2022 and has held it in 14 quarters since.
  • Alliance Wealth Advisors (Utah)'s Salesforce position peaked at $4.92M in Q1 2024.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q2 2026, filed 23 Jul 2026.