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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
Q2 		$295K Buy
1,886
+5
+0.3% +$879 0.16% 83
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 $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

American Alpha Advisors's CRM Position: Q2 2026 in Review

American Alpha Advisors increased its Salesforce (CRM) stake by 0.27% in Q2 2026, buying an estimated $879 and bringing the position to 1,886 shares worth $295K. The position accounts for 0.16% of the portfolio, ranked #83.

American Alpha Advisors first reported a position in CRM in Q1 2025 and has held it in 6 quarters since. The position peaked at $431K in Q2 2025. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • American Alpha Advisors held 1,886 shares of Salesforce worth $295K as of Q2 2026.
  • American Alpha Advisors bought 5 Salesforce shares in Q2 2026, an estimated $879.
  • Salesforce made up 0.16% of American Alpha Advisors's portfolio in Q2 2026, its #83 holding.
  • American Alpha Advisors first reported a position in Salesforce in Q1 2025 and has held it in 6 quarters since.
  • American Alpha Advisors's Salesforce position peaked at $431K in Q2 2025.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on American Alpha Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.