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Auxano Advisors’s Salesforce CRM Stock Holding History

Auxano 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 		$263K Sell
1,676
-28
-2% -$4.92K 0.05% 169
2026
Q1 		$318K Buy
1,704
+180
+12% +$37.3K 0.06% 153
2025
Q4 		$404K Buy
1,524
+119
+8% +$29.6K 0.08% 127
2025
Q3 		$333K Sell
1,405
-448
-24% -$113K 0.07% 120
2025
Q2 		$505K Buy
1,853
+1,030
+125% +$275K 0.12% 95
2025
Q1 		$221K Sell
823
-12
-1% -$3.73K 0.06% 148
2024
Q4 		$279K Buy
+835
New +$266K 0.07% 133

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 $3.38T AUM 44.17% 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

Auxano Advisors's CRM Position: Q2 2026 in Review

Auxano Advisors reduced its Salesforce (CRM) stake by 1.6% in Q2 2026, selling an estimated $4.92K and leaving 1,676 shares worth $263K. The position accounts for 0.05% of the portfolio, ranked #169.

Auxano Advisors first reported a position in CRM in Q4 2024 and has held it in 7 quarters since. The position peaked at $505K in Q2 2025. 2,494 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Auxano Advisors held 1,676 shares of Salesforce worth $263K as of Q2 2026.
  • Auxano Advisors sold 28 Salesforce shares in Q2 2026, an estimated $4.92K.
  • Salesforce made up 0.05% of Auxano Advisors's portfolio in Q2 2026, its #169 holding.
  • Auxano Advisors first reported a position in Salesforce in Q4 2024 and has held it in 7 quarters since.
  • Auxano Advisors's Salesforce position peaked at $505K in Q2 2025.
  • 2,494 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Auxano Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.