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Avantax Advisory Services’s Salesforce CRM Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$23.8M Buy
87,331
+3,387
+4% +$906K 0.13% 123
2025
Q1 		$22.5M Buy
83,944
+2,187
+3% +$680K 0.14% 118
2024
Q4 		$27.3M Buy
81,757
+4,623
+6% +$1.48M 0.17% 92
2024
Q3 		$21.1M Buy
77,134
+6,270
+9% +$1.61M 0.14% 111
2024
Q2 		$18.2M Buy
70,864
+35,394
+100% +$9.47M 0.13% 119
2024
Q1 		$10.7M Buy
35,470
+2,460
+7% +$710K 0.09% 163
2023
Q4 		$8.69M Buy
33,010
+79
+0.2% +$17.9K 0.09% 185
2023
Q3 		$6.68M Buy
32,931
+966
+3% +$209K 0.07% 203
2023
Q2 		$6.75M Sell
31,965
-389
-1% -$79.4K 0.08% 196
2023
Q1 		$6.46M Sell
32,354
-1,187
-4% -$200K 0.08% 194
2022
Q4 		$4.45M Sell
33,541
-1,497
-4% -$218K 0.06% 245
2022
Q3 		$5.04M Buy
35,038
+730
+2% +$124K 0.08% 197
2022
Q2 		$5.66M Buy
34,308
+1,111
+3% +$196K 0.09% 173
2022
Q1 		$7.04M Buy
33,197
+261
+0.8% +$56.2K 0.1% 152
2021
Q4 		$8.37M Buy
32,936
+1,541
+5% +$433K 0.13% 128
2021
Q3 		$8.5M Buy
31,395
+5,551
+21% +$1.41M 0.14% 112
2021
Q2 		$6.32M Buy
25,844
+4,641
+22% +$1.07M 0.11% 144
2021
Q1 		$4.5M Sell
21,203
-752
-3% -$167K 0.1% 167
2020
Q4 		$4.88M Sell
21,955
-7,253
-25% -$1.76M 0.12% 136
2020
Q3 		$7.37M Buy
29,208
+12,860
+79% +$2.82M 0.12% 142
2020
Q2 		$3.05M Buy
16,348
+3,652
+29% +$615K 0.09% 163
2020
Q1 		$1.82M Sell
12,696
-272
-2% -$46.6K 0.05% 208
2019
Q4 		$2.11M Buy
12,968
+1,179
+10% +$185K 0.05% 200
2019
Q3 		$1.75M Sell
11,789
-450
-4% -$68.4K 0.07% 143
2019
Q2 		$1.86M Buy
12,239
+1,438
+13% +$225K 0.08% 126
2019
Q1 		$1.71M Buy
10,801
+4,154
+62% +$644K 0.09% 120
2018
Q4 		$910K Buy
+6,647
New +$914K 0.15% 139

Other funds holding CRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Avantax Advisory Services's CRM Position: Q2 2025 in Review

Avantax Advisory Services increased its Salesforce (CRM) stake by 4% in Q2 2025, buying an estimated $906K and bringing the position to 87,331 shares worth $23.8M. The position accounts for 0.13% of the portfolio, ranked #123.

Avantax Advisory Services first reported a position in CRM in Q4 2018 and has held it in 27 quarters since. The position peaked at $27.3M in Q4 2024. 2,959 funds tracked by Wall St. Rank hold CRM as of Q2 2025.

  • Avantax Advisory Services held 87,331 shares of Salesforce worth $23.8M as of Q2 2025.
  • Avantax Advisory Services bought 3,387 Salesforce shares in Q2 2025, an estimated $906K.
  • Salesforce made up 0.13% of Avantax Advisory Services's portfolio in Q2 2025, its #123 holding.
  • Avantax Advisory Services first reported a position in Salesforce in Q4 2018 and has held it in 27 quarters since.
  • Avantax Advisory Services's Salesforce position peaked at $27.3M in Q4 2024.
  • 2,959 funds tracked by Wall St. Rank held Salesforce as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.