Arax Advisory Partners’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $5.61M | Buy |
35,784
+25,993
| +265% | +$4.57M | 0.04% | 451 |
|
|
2026
Q1 | $1.83M | Sell |
9,791
-2,265
| -19% | -$469K | 0.05% | 294 |
|
|
2025
Q4 | $3.19M | Sell |
12,056
-3,826
| -24% | -$951K | 0.09% | 177 |
|
|
2025
Q3 | $3.76M | Buy |
15,882
+9,617
| +154% | +$2.43M | 0.05% | 299 |
|
|
2025
Q2 | $1.71M | Buy |
6,265
+2,641
| +73% | +$706K | 0.08% | 165 |
|
|
2025
Q1 | $973K | Sell |
3,624
-1,499
| -29% | -$466K | 0.06% | 189 |
|
|
2024
Q4 | $1.71M | Buy |
5,123
+4,149
| +426% | +$1.32M | 0.11% | 117 |
|
|
2024
Q3 | $267K | Buy |
974
+61
| +7% | +$15.6K | 0.02% | 296 |
|
|
2024
Q2 | $235K | Buy |
913
+487
| +114% | +$130K | 0.02% | 305 |
|
|
2024
Q1 | $128K | Sell |
426
-11
| -3% | -$3.17K | 0.01% | 350 |
|
|
2023
Q4 | $115K | Sell |
437
-16
| -4% | -$3.62K | 0.01% | 352 |
|
|
2023
Q3 | $91.9K | Sell |
453
-143
| -24% | -$30.9K | 0.01% | 361 |
|
|
2023
Q2 | $126K | Buy |
596
+335
| +128% | +$68.4K | 0.02% | 309 |
|
|
2023
Q1 | $52.1K | Sell |
261
-4
| -2% | -$676 | 0.01% | 456 |
|
|
2022
Q4 | $35.1K | Sell |
265
-73
| -22% | -$10.7K | ﹤0.01% | 493 |
|
|
2022
Q3 | $49K | Sell |
338
-30
| -8% | -$5.09K | 0.01% | 433 |
|
|
2022
Q2 | $61K | Buy |
368
+143
| +64% | +$25.3K | 0.01% | 400 |
|
|
2022
Q1 | $48K | Buy |
225
+19
| +9% | +$4.09K | 0.01% | 460 |
|
|
2021
Q4 | $52K | Sell |
206
-80
| -28% | -$22.5K | 0.01% | 450 |
|
|
2021
Q3 | $78K | Sell |
286
-605
| -68% | -$154K | 0.01% | 382 |
|
|
2021
Q2 | $218K | Buy |
+891
| New | +$205K | 0.03% | 227 |
|
|
2020
Q4 | $49K | Buy |
220
+51
| +30% | +$12.4K | 0.01% | 414 |
|
|
2020
Q3 | $42K | Buy |
169
+30
| +22% | +$6.57K | 0.01% | 403 |
|
|
2020
Q2 | $26K | Sell |
139
-3
| -2% | -$505 | ﹤0.01% | 450 |
|
|
2020
Q1 | $20K | Buy |
142
+42
| +42% | +$7.2K | ﹤0.01% | 454 |
|
|
2019
Q4 | $16K | Hold |
100
| – | – | ﹤0.01% | 429 |
|
|
2019
Q3 | $15K | Hold |
100
| – | – | ﹤0.01% | 433 |
|
|
2019
Q2 | $15K | Buy |
+100
| New | +$15.7K | 0.01% | 437 |
|
|
2018
Q4 | $14K | Sell |
100
-84
| -46% | -$11.6K | 0.01% | 408 |
|
|
2018
Q3 | $29K | Sell |
184
-144
| -44% | -$21.4K | 0.01% | 358 |
|
|
2018
Q2 | $44K | Buy |
328
+172
| +110% | +$21.9K | 0.02% | 222 |
|
|
2018
Q1 | $18K | Buy |
156
+109
| +232% | +$12.5K | 0.01% | 288 |
|
|
2017
Q4 | $4K | Hold |
47
| – | – | ﹤0.01% | 384 |
|
|
2017
Q3 | $4K | Buy |
47
+8
| +21% | +$736 | ﹤0.01% | 381 |
|
|
2017
Q2 | $3K | Hold |
39
| – | – | ﹤0.01% | 414 |
|
|
2017
Q1 | $3K | Hold |
39
| – | – | ﹤0.01% | 390 |
|
|
2016
Q4 | $3K | Buy |
+39
| New | +$2.83K | ﹤0.01% | 403 |
|
Other funds holding CRM
Arax Advisory Partners's CRM Position: Q2 2026 in Review
Arax Advisory Partners increased its Salesforce (CRM) stake by 265% in Q2 2026, buying an estimated $4.57M and bringing the position to 35,784 shares worth $5.61M. The position accounts for 0.04% of the portfolio, ranked #451.
Arax Advisory Partners first reported a position in CRM in Q4 2016 and has held it in 37 quarters since. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.
- Arax Advisory Partners held 35,784 shares of Salesforce worth $5.61M as of Q2 2026.
- Arax Advisory Partners bought 25,993 Salesforce shares in Q2 2026, an estimated $4.57M.
- Salesforce made up 0.04% of Arax Advisory Partners's portfolio in Q2 2026, its #451 holding.
- Arax Advisory Partners first reported a position in Salesforce in Q4 2016 and has held it in 37 quarters since.
- 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.
Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.