Arax Advisory Partners’s Salesforce CRM Stock Holding History

Arax Advisory 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	$62.7K	Buy	+400	New	+$70.3K	﹤0.01%	3090

Other funds holding CRM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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.