American Capital Advisory’s Salesforce CRM Stock Holding History

American Capital Advisory’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	$745K	Sell	4,758 -150	-3%	-$26.4K	0.27%	60
2026 Q1	$916K	Buy	4,908 +2,755	+128%	+$571K	0.37%	45
2025 Q4	$570K	Buy	2,153 +678	+46%	+$168K	0.25%	68
2025 Q3	$350K	Sell	1,475 -10	-0.7%	-$2.52K	0.16%	84
2025 Q2	$405K	Buy	1,485 +1,100	+286%	+$294K	0.2%	73
2025 Q1	$103K	Buy	385 +25	+7%	+$7.78K	0.06%	123
2024 Q4	$120K	Hold	360	–	–	0.07%	115
2024 Q3	$98.5K	Hold	360	–	–	0.06%	129
2024 Q2	$94.7K	Buy	360 +340	+1,700%	+$91K	0.07%	119
2024 Q1	$4K	Sell	20 -340	-94%	-$98.1K	﹤0.01%	323
2023 Q4	$94.7K	Buy	+360	New	+$81.5K	0.07%	119

Other funds holding CRM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

VPI

Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

American Capital Advisory's CRM Position: Q2 2026 in Review

American Capital Advisory reduced its Salesforce (CRM) stake by 3.1% in Q2 2026, selling an estimated $26.4K and leaving 4,758 shares worth $745K. The position accounts for 0.27% of the portfolio, ranked #60.

American Capital Advisory first reported a position in CRM in Q4 2023 and has held it in 11 quarters since. The position peaked at $916K in Q1 2026. 915 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

American Capital Advisory held 4,758 shares of Salesforce worth $745K as of Q2 2026.
American Capital Advisory sold 150 Salesforce shares in Q2 2026, an estimated $26.4K.
Salesforce made up 0.27% of American Capital Advisory's portfolio in Q2 2026, its #60 holding.
American Capital Advisory first reported a position in Salesforce in Q4 2023 and has held it in 11 quarters since.
American Capital Advisory's Salesforce position peaked at $916K in Q1 2026.
915 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on American Capital Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.