BCA
CRM icon

Bay Colony Advisors’s Salesforce CRM Stock Holding History

Bay Colony 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 		– Sell
-1,656
Closed -$439K – 500
2025
Q4 		$439K Buy
+1,656
New +$412K 0.05% 305
2025
Q3 		– Sell
-1,658
Closed -$452K – 521
2025
Q2 		$452K Sell
1,658
-169
-9% -$45.2K 0.06% 261
2025
Q1 		$493K Buy
1,827
+87
+5% +$27.1K 0.08% 247
2024
Q4 		$582K Buy
1,740
+848
+95% +$271K 0.09% 217
2024
Q3 		$244K Buy
892
+1
+0.1% +$256 0.04% 360
2024
Q2 		$229K Sell
891
-1,743
-66% -$466K 0.04% 363
2024
Q1 		$793K Sell
2,634
-12
-0.5% -$3.46K 0.14% 153
2023
Q4 		$696K Sell
2,646
-259
-9% -$58.6K 0.14% 161
2023
Q3 		$589K Sell
2,905
-4,706
-62% -$1.02M 0.14% 153
2023
Q2 		$1.61M Buy
7,611
+53
+0.7% +$10.8K 0.39% 66
2023
Q1 		$1.49M Buy
7,558
+688
+10% +$116K 0.39% 64
2022
Q4 		$911K Sell
6,870
-290
-4% -$42.3K 0.24% 107
2022
Q3 		$1.03M Sell
7,160
-235
-3% -$39.8K 0.31% 82
2022
Q2 		$1.36M Sell
7,395
-215
-3% -$38K 0.35% 68
2022
Q1 		$1.62M Buy
7,610
+70
+0.9% +$15.1K 0.39% 66
2021
Q4 		$1.92M Sell
7,540
-134
-2% -$37.7K 0.55% 48
2021
Q3 		$2.08M Buy
7,674
+1,500
+24% +$381K 0.68% 34
2021
Q2 		$1.51M Buy
6,174
+1,201
+24% +$277K 0.5% 54
2021
Q1 		$1.05M Buy
4,973
+3,898
+363% +$868K 0.4% 76
2020
Q4 		$239K Buy
+1,075
New +$261K 0.13% 231
2018
Q3 		– Sell
-100
Closed -$14K – 331
2018
Q2 		$14K Buy
+100
New +$12.8K 0.01% 587

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bay Colony Advisors's CRM Position: Q1 2026 in Review

Bay Colony Advisors sold out of Salesforce (CRM) in Q1 2026, closing a stake of 1,656 shares — an estimated $439K sold.

Bay Colony Advisors first reported a position in CRM in Q2 2018 and held it in 21 quarters. The position peaked at $2.08M in Q3 2021. 2,682 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Bay Colony Advisors reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
  • Bay Colony Advisors sold 1,656 Salesforce shares in Q1 2026, an estimated $439K.
  • Bay Colony Advisors first reported a position in Salesforce in Q2 2018 and held it in 21 quarters.
  • Bay Colony Advisors's Salesforce position peaked at $2.08M in Q3 2021.
  • 2,682 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Bay Colony Advisors's 13F filing for Q1 2026, filed 5 May 2026.