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American Alpha Advisors’s Salesforce CRM Stock Holding History

American Alpha 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
Q1 		$351K Buy
1,881
+939
+100% +$195K 0.19% 80
2025
Q4 		$250K Sell
942
-712
-43% -$177K 0.15% 77
2025
Q3 		$392K Buy
1,654
+74
+5% +$18.7K 0.27% 68
2025
Q2 		$431K Buy
1,580
+68
+4% +$18.2K 0.34% 57
2025
Q1 		$406K Buy
+1,512
New +$470K 0.34% 63

Other funds holding CRM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

American Alpha Advisors's CRM Position: Q1 2026 in Review

American Alpha Advisors increased its Salesforce (CRM) stake by 100% in Q1 2026, buying an estimated $195K and bringing the position to 1,881 shares worth $351K. The position accounts for 0.19% of the portfolio, ranked #80.

American Alpha Advisors first reported a position in CRM in Q1 2025 and has held it in 5 quarters since. The position peaked at $431K in Q2 2025. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • American Alpha Advisors held 1,881 shares of Salesforce worth $351K as of Q1 2026.
  • American Alpha Advisors bought 939 Salesforce shares in Q1 2026, an estimated $195K.
  • Salesforce made up 0.19% of American Alpha Advisors's portfolio in Q1 2026, its #80 holding.
  • American Alpha Advisors first reported a position in Salesforce in Q1 2025 and has held it in 5 quarters since.
  • American Alpha Advisors's Salesforce position peaked at $431K in Q2 2025.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on American Alpha Advisors's 13F filing for Q1 2026, filed 15 May 2026.