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AlphaCore Capital’s Salesforce CRM Stock Holding History

AlphaCore Capital’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 		$3.27M Buy
20,796
+7,091
+52% +$1.25M 0.06% 241
2026
Q1 		$2.56M Buy
13,705
+1,574
+13% +$326K 0.06% 228
2025
Q4 		$3.22M Buy
12,131
+3,546
+41% +$881K 0.07% 209
2025
Q3 		$2.04M Buy
8,585
+1,298
+18% +$327K 0.07% 189
2025
Q2 		$1.99M Buy
7,287
+1,035
+17% +$277K 0.08% 183
2025
Q1 		$1.68M Buy
6,252
+2,314
+59% +$720K 0.14% 133
2024
Q4 		$1.32M Sell
3,938
-2,459
-38% -$785K 0.28% 65
2024
Q3 		$1.75M Buy
6,397
+864
+16% +$221K 0.4% 48
2024
Q2 		$1.42M Buy
5,533
+1,257
+29% +$336K 0.34% 51
2024
Q1 		$1.29M Buy
4,276
+389
+10% +$112K 0.34% 56
2023
Q4 		$1.02M Buy
3,887
+37
+1% +$8.37K 0.15% 99
2023
Q3 		$781K Buy
3,850
+828
+27% +$179K 0.12% 116
2023
Q2 		$638K Buy
3,022
+145
+5% +$29.6K 0.1% 126
2023
Q1 		$575K Buy
2,877
+506
+21% +$85.5K 0.15% 80
2022
Q4 		$314K Buy
2,371
+8
+0.3% +$1.17K 0.12% 57
2022
Q3 		$340K Buy
2,363
+995
+73% +$169K 0.15% 50
2022
Q2 		$226K Buy
1,368
+65
+5% +$11.5K 0.1% 62
2022
Q1 		$277K Buy
+1,303
New +$280K 0.11% 57
2020
Q2 		– Sell
-194
Closed -$28K – 121
2020
Q1 		$28K Buy
+194
New +$33.3K 0.02% 138

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

AlphaCore Capital's CRM Position: Q2 2026 in Review

AlphaCore Capital increased its Salesforce (CRM) stake by 52% in Q2 2026, buying an estimated $1.25M and bringing the position to 20,796 shares worth $3.27M. The position accounts for 0.06% of the portfolio, ranked #241.

AlphaCore Capital first reported a position in CRM in Q1 2020 and has held it in 19 quarters since. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • AlphaCore Capital held 20,796 shares of Salesforce worth $3.27M as of Q2 2026.
  • AlphaCore Capital bought 7,091 Salesforce shares in Q2 2026, an estimated $1.25M.
  • Salesforce made up 0.06% of AlphaCore Capital's portfolio in Q2 2026, its #241 holding.
  • AlphaCore Capital first reported a position in Salesforce in Q1 2020 and has held it in 19 quarters since.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.