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Americana Partners’s Salesforce CRM Stock Holding History

Americana Partners’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 		$971K Buy
6,195
+1,296
+26% +$228K 0.02% 323
2026
Q1 		$915K Buy
+4,899
New +$1.02M 0.02% 288
2025
Q4 		– Sell
-5,031
Closed -$1.19M – 485
2025
Q3 		$1.19M Buy
5,031
+1,606
+47% +$405K 0.04% 243
2025
Q2 		$934K Sell
3,425
-14,516
-81% -$3.88M 0.03% 254
2025
Q1 		$4.81M Buy
17,941
+14,303
+393% +$4.45M 0.19% 110
2024
Q4 		$1.22M Buy
3,638
+422
+13% +$135K 0.05% 208
2024
Q3 		$880K Sell
3,216
-3,283
-51% -$841K 0.06% 200
2024
Q2 		$1.67M Buy
6,499
+1,502
+30% +$402K 0.13% 149
2024
Q1 		$1.5M Buy
4,997
+313
+7% +$90.3K 0.13% 154
2023
Q4 		$1.53M Sell
4,684
-2,703
-37% -$612K 0.15% 135
2023
Q3 		$1.46M Buy
7,387
+3,782
+105% +$817K 0.16% 123
2023
Q2 		$762K Buy
3,605
+1,975
+121% +$403K 0.1% 159
2023
Q1 		$326K Buy
+1,630
New +$275K 0.05% 212
2022
Q1 		– Sell
-2,288
Closed -$581K – 242
2021
Q4 		$581K Sell
2,288
-556
-20% -$156K 0.11% 154
2021
Q3 		$771K Buy
2,844
+1,569
+123% +$398K 0.19% 106
2021
Q2 		$272K Buy
+1,275
New +$294K 0.14% 115

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

Americana Partners's CRM Position: Q2 2026 in Review

Americana Partners increased its Salesforce (CRM) stake by 26% in Q2 2026, buying an estimated $228K and bringing the position to 6,195 shares worth $971K. The position accounts for 0.02% of the portfolio, ranked #323.

Americana Partners first reported a position in CRM in Q2 2021 and has held it in 16 quarters since. The position peaked at $4.81M in Q1 2025. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Americana Partners held 6,195 shares of Salesforce worth $971K as of Q2 2026.
  • Americana Partners bought 1,296 Salesforce shares in Q2 2026, an estimated $228K.
  • Salesforce made up 0.02% of Americana Partners's portfolio in Q2 2026, its #323 holding.
  • Americana Partners first reported a position in Salesforce in Q2 2021 and has held it in 16 quarters since.
  • Americana Partners's Salesforce position peaked at $4.81M in Q1 2025.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Americana Partners's 13F filing for Q2 2026, filed 5 Aug 2026.