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Balanced Rock Investment Advisors’s Salesforce CRM Stock Holding History

Balanced Rock Investment 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 		$205K Sell
1,306
-187
-13% -$32.9K 0.13% 101
2026
Q1 		$279K Sell
1,493
-12
-0.8% -$2.49K 0.2% 87
2025
Q4 		$399K Sell
1,505
-10
-0.7% -$2.48K 0.28% 68
2025
Q3 		$359K Sell
1,515
-29
-2% -$7.31K 0.26% 74
2025
Q2 		$421K Sell
1,544
-128
-8% -$34.2K 0.33% 65
2025
Q1 		$449K Sell
1,672
-35
-2% -$10.9K 0.36% 55
2024
Q4 		$571K Sell
1,707
-104
-6% -$33.2K 0.45% 40
2024
Q3 		$496K Sell
1,811
-40
-2% -$10.2K 0.39% 49
2024
Q2 		$476K Sell
1,851
-35
-2% -$9.37K 0.4% 49
2024
Q1 		$568K Sell
1,886
-532
-22% -$154K 0.48% 44
2023
Q4 		$636K Buy
+2,418
New +$547K 0.57% 43

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

Balanced Rock Investment Advisors's CRM Position: Q2 2026 in Review

Balanced Rock Investment Advisors reduced its Salesforce (CRM) stake by 13% in Q2 2026, selling an estimated $32.9K and leaving 1,306 shares worth $205K. The position accounts for 0.13% of the portfolio, ranked #101.

Balanced Rock Investment Advisors first reported a position in CRM in Q4 2023 and has held it in 11 quarters since. The position peaked at $636K in Q4 2023. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Balanced Rock Investment Advisors held 1,306 shares of Salesforce worth $205K as of Q2 2026.
  • Balanced Rock Investment Advisors sold 187 Salesforce shares in Q2 2026, an estimated $32.9K.
  • Salesforce made up 0.13% of Balanced Rock Investment Advisors's portfolio in Q2 2026, its #101 holding.
  • Balanced Rock Investment Advisors first reported a position in Salesforce in Q4 2023 and has held it in 11 quarters since.
  • Balanced Rock Investment Advisors's Salesforce position peaked at $636K in Q4 2023.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Balanced Rock Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.