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 Q3	$1.35M	Buy	5,870 +2,200	+60%	+$454K	0.2%	65
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

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Alta Advisers's CRM Position: Q3 2026 in Review

Alta Advisers increased its Salesforce (CRM) stake by 60% in Q3 2026, buying an estimated $454K and bringing the position to 5,870 shares worth $1.35M. The position accounts for 0.2% of the portfolio, ranked #65.

Alta Advisers first reported a position in CRM in Q3 2022 and has held it in 17 quarters since. The position peaked at $1.36M in Q2 2025. 2,266 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

Alta Advisers held 5,870 shares of Salesforce worth $1.35M as of Q3 2026.
Alta Advisers bought 2,200 Salesforce shares in Q3 2026, an estimated $454K.
Salesforce made up 0.2% of Alta Advisers's portfolio in Q3 2026, its #65 holding.
Alta Advisers first reported a position in Salesforce in Q3 2022 and has held it in 17 quarters since.
Alta Advisers's Salesforce position peaked at $1.36M in Q2 2025.
2,266 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on Alta Advisers's 13F filing for Q3 2026, filed 2 Nov 2026.