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AssuredPartners Investment Advisors’s Salesforce CRM Stock Holding History

AssuredPartners Investment 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 		$266K Buy
1,700
+318
+23% +$55.9K 0.03% 363
2026
Q1 		$256K Sell
1,382
-20
-1% -$4.14K 0.03% 348
2025
Q4 		$371K Buy
+1,402
New +$348K 0.06% 246
2025
Q3 		– Sell
-2,906
Closed -$792K – 270
2025
Q2 		$792K Buy
2,906
+575
+25% +$154K 0.19% 98
2025
Q1 		$625K Buy
2,331
+63
+3% +$19.6K 0.12% 172
2024
Q4 		$758K Buy
+2,268
New +$724K 0.15% 145

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

AssuredPartners Investment Advisors's CRM Position: Q2 2026 in Review

AssuredPartners Investment Advisors increased its Salesforce (CRM) stake by 23% in Q2 2026, buying an estimated $55.9K and bringing the position to 1,700 shares worth $266K. The position accounts for 0.03% of the portfolio, ranked #363.

AssuredPartners Investment Advisors first reported a position in CRM in Q4 2024 and has held it in 6 quarters since. The position peaked at $792K in Q2 2025. 2,489 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • AssuredPartners Investment Advisors held 1,700 shares of Salesforce worth $266K as of Q2 2026.
  • AssuredPartners Investment Advisors bought 318 Salesforce shares in Q2 2026, an estimated $55.9K.
  • Salesforce made up 0.03% of AssuredPartners Investment Advisors's portfolio in Q2 2026, its #363 holding.
  • AssuredPartners Investment Advisors first reported a position in Salesforce in Q4 2024 and has held it in 6 quarters since.
  • AssuredPartners Investment Advisors's Salesforce position peaked at $792K in Q2 2025.
  • 2,489 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.