ACA
CRM icon

Atlas Capital Advisors’s Salesforce CRM Stock Holding History

Atlas 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 		$68K Sell
434
-681
-61% -$120K 0.01% 661
2026
Q1 		$208K Buy
1,115
+718
+181% +$149K 0.02% 406
2025
Q4 		$105K Buy
+397
New +$98.7K 0.01% 528
2025
Q2 		$232K Buy
850
+455
+115% +$122K 0.03% 376
2025
Q1 		$106K Hold
395
– – 0.01% 536
2024
Q4 		$132K Hold
395
– – 0.02% 466
2024
Q3 		$108K Hold
395
– – 0.02% 481
2024
Q2 		$102K Hold
395
– – 0.01% 497
2024
Q1 		$119K Hold
395
– – 0.02% 449
2023
Q4 		$104K Hold
395
– – 0.02% 500
2023
Q3 		$80.1K Hold
395
– – 0.01% 483
2023
Q2 		$83.4K Sell
395
-151
-28% -$30.8K 0.01% 501
2023
Q1 		$109K Buy
546
+172
+46% +$29.1K 0.02% 450
2022
Q4 		$49.6K Sell
374
-67
-15% -$9.78K 0.01% 540
2022
Q3 		$63.4K Sell
441
-150
-25% -$25.4K 0.01% 508
2022
Q2 		$97.5K Sell
591
-1,074
-65% -$190K 0.02% 466
2022
Q1 		$354K Sell
1,665
-1,573
-49% -$339K 0.05% 258
2021
Q4 		$823K Buy
3,238
+2,647
+448% +$744K 0.12% 140
2021
Q3 		$160K Hold
591
– – 0.03% 378
2021
Q2 		$144K Buy
591
+317
+116% +$73.1K 0.02% 405
2021
Q1 		$58.1K Sell
274
-526
-66% -$117K 0.01% 482
2020
Q4 		$178K Buy
+800
New +$195K 0.04% 316
2018
Q4 		– Sell
-239
Closed -$38K – 565
2018
Q3 		$38K Hold
239
– – 0.01% 435
2018
Q2 		$35.1K Hold
239
– – 0.01% 418
2018
Q1 		$27.8K Buy
+239
New +$27.4K 0.01% 433

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

Atlas Capital Advisors's CRM Position: Q2 2026 in Review

Atlas Capital Advisors reduced its Salesforce (CRM) stake by 61% in Q2 2026, selling an estimated $120K and leaving 434 shares worth $68K. The position accounts for 0.01% of the portfolio, ranked #661.

Atlas Capital Advisors first reported a position in CRM in Q1 2018 and has held it in 25 quarters since. The position peaked at $823K in Q4 2021. 2,488 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Atlas Capital Advisors held 434 shares of Salesforce worth $68K as of Q2 2026.
  • Atlas Capital Advisors sold 681 Salesforce shares in Q2 2026, an estimated $120K.
  • Salesforce made up 0.01% of Atlas Capital Advisors's portfolio in Q2 2026, its #661 holding.
  • Atlas Capital Advisors first reported a position in Salesforce in Q1 2018 and has held it in 25 quarters since.
  • Atlas Capital Advisors's Salesforce position peaked at $823K in Q4 2021.
  • 2,488 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Atlas Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.