Alta Advisers’s Salesforce CRM Stock Holding History

Alta Advisers’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	$575K	Hold	3,670	–	–	0.13%	79
2026 Q1	$685K	Hold	3,670	–	–	0.25%	63
2025 Q4	$972K	Sell	3,670 -1,300	-26%	-$323K	0.35%	43
2025 Q3	$1.18M	Hold	4,970	–	–	0.36%	39
2025 Q2	$1.36M	Hold	4,970	–	–	0.48%	33
2025 Q1	$1.33M	Buy	4,970 +1,800	+57%	+$560K	0.57%	30
2024 Q4	$1.06M	Buy	3,170 +470	+17%	+$150K	0.67%	26
2024 Q3	$739K	Hold	2,700	–	–	0.34%	30
2024 Q2	$694K	Hold	2,700	–	–	0.33%	32
2024 Q1	$813K	Hold	2,700	–	–	0.4%	26
2023 Q4	$710K	Hold	2,700	–	–	0.38%	27
2023 Q3	$548K	Hold	2,700	–	–	0.32%	32
2023 Q2	$570K	Hold	2,700	–	–	0.32%	30
2023 Q1	$539K	Hold	2,700	–	–	0.32%	32
2022 Q4	$358K	Hold	2,700	–	–	0.21%	52
2022 Q3	$388K	Buy	+2,700	New	+$458K	0.24%	44

Other funds holding CRM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Alta Advisers's CRM Position: Q2 2026 in Review

Alta Advisers held its Salesforce (CRM) position steady in Q2 2026 at 3,670 shares worth $575K. The position accounts for 0.13% of the portfolio, ranked #79.

Alta Advisers first reported a position in CRM in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.36M in Q2 2025. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Alta Advisers held 3,670 shares of Salesforce worth $575K as of Q2 2026.
Alta Advisers left its Salesforce share count unchanged in Q2 2026.
Salesforce made up 0.13% of Alta Advisers's portfolio in Q2 2026, its #79 holding.
Alta Advisers first reported a position in Salesforce in Q3 2022 and has held it in 16 quarters since.
Alta Advisers's Salesforce position peaked at $1.36M in Q2 2025.
2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Alta Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.