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Anchor Capital Advisors’s Salesforce CRM Stock Holding History

Anchor Capital 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 		– Sell
-3,407
Closed -$903K – 255
2025
Q4 		$903K Sell
3,407
-40,092
-92% -$9.96M 0.03% 179
2025
Q3 		$10.3M Buy
43,499
+14,102
+48% +$3.56M 0.3% 92
2025
Q2 		$8.02M Sell
29,397
-250
-0.8% -$66.8K 0.24% 100
2025
Q1 		$7.96M Sell
29,647
-20,512
-41% -$6.38M 0.24% 101
2024
Q4 		$16.8M Sell
50,159
-2,665
-5% -$851K 0.48% 74
2024
Q3 		$14.5M Sell
52,824
-966
-2% -$247K 0.38% 91
2024
Q2 		$13.8M Sell
53,790
-13
-0% -$3.48K 0.39% 91
2024
Q1 		$16.2M Sell
53,803
-11,472
-18% -$3.31M 0.42% 80
2023
Q4 		$17.2M Sell
65,275
-4,607
-7% -$1.04M 0.45% 71
2023
Q3 		$14.2M Sell
69,882
-2,574
-4% -$556K 0.4% 79
2023
Q2 		$15.3M Sell
72,456
-6,998
-9% -$1.43M 0.4% 76
2023
Q1 		$15.9M Buy
79,454
+14,500
+22% +$2.45M 0.42% 72
2022
Q4 		$8.61M Sell
64,954
-1,847
-3% -$270K 0.22% 104
2022
Q3 		$9.61M Sell
66,801
-3,424
-5% -$581K 0.26% 98
2022
Q2 		$11.6M Buy
+70,225
New +$12.4M 0.29% 96

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Anchor Capital Advisors's CRM Position: Q1 2026 in Review

Anchor Capital Advisors sold out of Salesforce (CRM) in Q1 2026, closing a stake of 3,407 shares — an estimated $903K sold.

Anchor Capital Advisors first reported a position in CRM in Q2 2022 and held it in 15 quarters. The position peaked at $17.2M in Q4 2023. 2,684 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Anchor Capital Advisors reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
  • Anchor Capital Advisors sold 3,407 Salesforce shares in Q1 2026, an estimated $903K.
  • Anchor Capital Advisors first reported a position in Salesforce in Q2 2022 and held it in 15 quarters.
  • Anchor Capital Advisors's Salesforce position peaked at $17.2M in Q4 2023.
  • 2,684 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Anchor Capital Advisors's 13F filing for Q1 2026, filed 12 May 2026.