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Atlanta Consulting Group Advisors’s Salesforce CRM Stock Holding History

Atlanta Consulting Group 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 		$368K Sell
2,340
-41
-2% -$7.21K 0.06% 138
2026
Q1 		$445K Sell
2,381
-57
-2% -$11.8K 0.1% 94
2025
Q4 		$647K Sell
2,438
-3
-0.1% -$746 0.15% 79
2025
Q3 		$580K Buy
2,441
+53
+2% +$13.4K 0.14% 75
2025
Q2 		$652K Sell
2,388
-89
-4% -$23.8K 0.18% 64
2025
Q1 		$665K Sell
2,477
-145
-6% -$45.1K 0.19% 62
2024
Q4 		$877K Sell
2,622
-3,126
-54% -$998K 0.32% 50
2024
Q3 		$1.57M Buy
5,748
+3,032
+112% +$777K 0.39% 48
2024
Q2 		$698K Sell
2,716
-500
-16% -$134K 0.15% 56
2024
Q1 		$969K Buy
+3,216
New +$928K 0.34% 44

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

Atlanta Consulting Group Advisors's CRM Position: Q2 2026 in Review

Atlanta Consulting Group Advisors reduced its Salesforce (CRM) stake by 1.7% in Q2 2026, selling an estimated $7.21K and leaving 2,340 shares worth $368K. The position accounts for 0.06% of the portfolio, ranked #138.

Atlanta Consulting Group Advisors first reported a position in CRM in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.57M in Q3 2024. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Atlanta Consulting Group Advisors held 2,340 shares of Salesforce worth $368K as of Q2 2026.
  • Atlanta Consulting Group Advisors sold 41 Salesforce shares in Q2 2026, an estimated $7.21K.
  • Salesforce made up 0.06% of Atlanta Consulting Group Advisors's portfolio in Q2 2026, its #138 holding.
  • Atlanta Consulting Group Advisors first reported a position in Salesforce in Q1 2024 and has held it in 10 quarters since.
  • Atlanta Consulting Group Advisors's Salesforce position peaked at $1.57M in Q3 2024.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Atlanta Consulting Group Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.