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Atria Investments’s Salesforce CRM Stock Holding History

Atria Investments’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 		$7.59M Sell
48,464
-6,433
-12% -$1.13M 0.08% 282
2026
Q1 		$10.2M Sell
54,897
-11,582
-17% -$2.4M 0.11% 189
2025
Q4 		$17.6M Buy
66,479
+2,326
+4% +$578K 0.2% 95
2025
Q3 		$15.2M Sell
64,153
-18,225
-22% -$4.6M 0.17% 113
2025
Q2 		$22.5M Sell
82,378
-14,876
-15% -$3.98M 0.27% 61
2025
Q1 		$26.1M Buy
97,254
+8,726
+10% +$2.71M 0.33% 49
2024
Q4 		$29.6M Buy
88,528
+9,549
+12% +$3.05M 0.37% 46
2024
Q3 		$21.6M Sell
78,979
-25,142
-24% -$6.44M 0.27% 65
2024
Q2 		$26.8M Sell
104,121
-845
-0.8% -$226K 0.35% 53
2024
Q1 		$31.6M Buy
104,966
+9,817
+10% +$2.83M 0.44% 44
2023
Q4 		$25M Sell
95,149
-1,019
-1% -$231K 0.39% 49
2023
Q3 		$19.5M Buy
96,168
+216
+0.2% +$46.7K 0.35% 57
2023
Q2 		$20.3M Buy
95,952
+7,348
+8% +$1.5M 0.37% 51
2023
Q1 		$17.7M Buy
88,604
+25,330
+40% +$4.28M 0.34% 60
2022
Q4 		$8.39M Sell
63,274
-15,444
-20% -$2.25M 0.17% 147
2022
Q3 		$11.3M Sell
78,718
-1,422
-2% -$241K 0.25% 88
2022
Q2 		$13.2M Buy
80,140
+383
+0.5% +$67.7K 0.28% 78
2022
Q1 		$16.9M Buy
79,757
+6,373
+9% +$1.37M 0.3% 71
2021
Q4 		$18.6M Buy
73,384
+6,894
+10% +$1.94M 0.33% 62
2021
Q3 		$18M Buy
66,490
+7,841
+13% +$1.99M 0.33% 61
2021
Q2 		$14.3M Buy
58,649
+5,695
+11% +$1.31M 0.28% 74
2021
Q1 		$11.2M Buy
52,954
+6,667
+14% +$1.48M 0.25% 92
2020
Q4 		$10.3M Sell
46,287
-4,471
-9% -$1.09M 0.25% 94
2020
Q3 		$12.8M Buy
50,758
+1,901
+4% +$416K 0.39% 53
2020
Q2 		$9.15M Buy
48,857
+24,477
+100% +$4.12M 0.31% 76
2020
Q1 		$3.51M Sell
24,380
-3,131
-11% -$537K 0.27% 87
2019
Q4 		$4.47M Buy
27,511
+11,286
+70% +$1.77M 0.12% 168
2019
Q3 		$2.41M Buy
16,225
+234
+1% +$35.6K 0.09% 192
2019
Q2 		$2.24M Buy
15,991
+1,254
+9% +$197K 0.08% 201
2019
Q1 		$2.33M Buy
14,737
+4,242
+40% +$657K 0.1% 197
2018
Q4 		$1.44M Sell
10,495
-2,695
-20% -$371K 0.06% 225
2018
Q3 		$2.1M Sell
13,190
-715
-5% -$106K 0.08% 218
2018
Q2 		$1.9M Buy
13,905
+1,301
+10% +$166K 0.08% 240
2018
Q1 		$1.47M Buy
12,604
+1,448
+13% +$166K 0.07% 261
2017
Q4 		$1.14M Buy
11,156
+2,216
+25% +$226K 0.06% 307
2017
Q3 		$835K Buy
8,940
+1,372
+18% +$126K 0.05% 355
2017
Q2 		$655K Buy
7,568
+202
+3% +$17.6K 0.04% 369
2017
Q1 		$608K Buy
7,366
+367
+5% +$29.3K 0.04% 353
2016
Q4 		$479K Buy
6,999
+866
+14% +$62.8K 0.04% 352
2016
Q3 		$437K Buy
6,133
+742
+14% +$57.9K 0.04% 331
2016
Q2 		$433K Sell
5,391
-487
-8% -$38.2K 0.05% 296
2016
Q1 		$434K Sell
5,878
-580
-9% -$39.9K 0.05% 280
2015
Q4 		$473K Buy
6,458
+395
+7% +$30.8K 0.05% 236
2015
Q3 		$421K Buy
6,063
+535
+10% +$37.9K 0.06% 217
2015
Q2 		$385K Buy
5,528
+430
+8% +$30.6K 0.05% 283
2015
Q1 		$341K Buy
5,098
+749
+17% +$46.5K 0.04% 298
2014
Q4 		$258K Sell
4,349
-518
-11% -$30.5K 0.03% 357
2014
Q3 		$280K Sell
4,867
-263
-5% -$14.8K 0.03% 376
2014
Q2 		$298K Sell
5,130
-355
-6% -$19.2K 0.03% 338
2014
Q1 		$313K Buy
5,485
+375
+7% +$22.4K 0.03% 354
2013
Q4 		$282K Buy
5,110
+766
+18% +$41K 0.03% 387
2013
Q3 		$225K Sell
4,344
-1,015
-19% -$46.1K 0.02% 415
2013
Q2 		$205K Buy
+5,359
New +$221K 0.03% 382

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

Atria Investments's CRM Position: Q2 2026 in Review

Atria Investments reduced its Salesforce (CRM) stake by 12% in Q2 2026, selling an estimated $1.13M and leaving 48,464 shares worth $7.59M. The position accounts for 0.08% of the portfolio, ranked #282.

Atria Investments first reported a position in CRM in Q2 2013 and has held it in 53 quarters since. The position peaked at $31.6M in Q1 2024. 2,468 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Atria Investments held 48,464 shares of Salesforce worth $7.59M as of Q2 2026.
  • Atria Investments sold 6,433 Salesforce shares in Q2 2026, an estimated $1.13M.
  • Salesforce made up 0.08% of Atria Investments's portfolio in Q2 2026, its #282 holding.
  • Atria Investments first reported a position in Salesforce in Q2 2013 and has held it in 53 quarters since.
  • Atria Investments's Salesforce position peaked at $31.6M in Q1 2024.
  • 2,468 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.