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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Atlas Capital Advisors's CRM Position: Q1 2026 in Review

Atlas Capital Advisors increased its Salesforce (CRM) stake by 181% in Q1 2026, buying an estimated $149K and bringing the position to 1,115 shares worth $208K. The position accounts for 0.02% of the portfolio, ranked #406.

Atlas Capital Advisors first reported a position in CRM in Q1 2018 and has held it in 24 quarters since. The position peaked at $823K in Q4 2021. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Atlas Capital Advisors held 1,115 shares of Salesforce worth $208K as of Q1 2026.
  • Atlas Capital Advisors bought 718 Salesforce shares in Q1 2026, an estimated $149K.
  • Salesforce made up 0.02% of Atlas Capital Advisors's portfolio in Q1 2026, its #406 holding.
  • Atlas Capital Advisors first reported a position in Salesforce in Q1 2018 and has held it in 24 quarters since.
  • Atlas Capital Advisors's Salesforce position peaked at $823K in Q4 2021.
  • 2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Atlas Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.