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Annis Gardner Whiting Capital Advisors’s Salesforce CRM Stock Holding History

Annis Gardner Whiting 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
Q2 		$1.09M Buy
6,918
+456
+7% +$80.2K 0.16% 108
2026
Q1 		$1.21M Buy
6,462
+246
+4% +$51K 0.19% 92
2025
Q4 		$1.65M Buy
6,216
+412
+7% +$102K 0.31% 54
2025
Q3 		$1.38M Buy
5,804
+3,286
+131% +$829K 0.28% 61
2025
Q2 		$688K Buy
2,518
+709
+39% +$190K 0.24% 90
2025
Q1 		$485K Sell
1,809
-37
-2% -$11.5K 0.21% 102
2024
Q4 		$618K Buy
1,846
+83
+5% +$26.5K 0.17% 108
2024
Q3 		$483K Buy
1,763
+177
+11% +$45.3K 0.14% 129
2024
Q2 		$408K Sell
1,586
-150
-9% -$40.1K 0.12% 151
2024
Q1 		$524K Buy
1,736
+794
+84% +$229K 0.19% 102
2023
Q4 		$248K Buy
942
+92
+11% +$20.8K 0.11% 137
2023
Q3 		$172K Buy
+850
New +$184K 0.09% 150

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

Annis Gardner Whiting Capital Advisors's CRM Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors increased its Salesforce (CRM) stake by 7.1% in Q2 2026, buying an estimated $80.2K and bringing the position to 6,918 shares worth $1.09M. The position accounts for 0.16% of the portfolio, ranked #108.

Annis Gardner Whiting Capital Advisors first reported a position in CRM in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.65M in Q4 2025. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors held 6,918 shares of Salesforce worth $1.09M as of Q2 2026.
  • Annis Gardner Whiting Capital Advisors bought 456 Salesforce shares in Q2 2026, an estimated $80.2K.
  • Salesforce made up 0.16% of Annis Gardner Whiting Capital Advisors's portfolio in Q2 2026, its #108 holding.
  • Annis Gardner Whiting Capital Advisors first reported a position in Salesforce in Q3 2023 and has held it in 12 quarters since.
  • Annis Gardner Whiting Capital Advisors's Salesforce position peaked at $1.65M in Q4 2025.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.