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Bell Investment Advisors’s Salesforce CRM Stock Holding History

Bell 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 		$48.6K Sell
310
-172
-36% -$30.2K 0.01% 282
2026
Q1 		$90K Sell
482
-32
-6% -$6.63K 0.01% 181
2025
Q4 		$136K Buy
514
+23
+5% +$5.72K 0.02% 148
2025
Q3 		$116K Buy
491
+14
+3% +$3.53K 0.02% 150
2025
Q2 		$130K Buy
477
+15
+3% +$4.01K 0.02% 145
2025
Q1 		$124K Buy
462
+2
+0.4% +$622 0.02% 131
2024
Q4 		$154K Buy
460
+1
+0.2% +$319 0.03% 119
2024
Q3 		$126K Sell
459
-7
-2% -$1.79K 0.02% 127
2024
Q2 		$120K Buy
466
+9
+2% +$2.41K 0.02% 130
2024
Q1 		$138K Buy
457
+7
+2% +$2.02K 0.03% 119
2023
Q4 		$118K Sell
450
-2
-0.4% -$453 0.02% 123
2023
Q3 		$91.7K Buy
452
+9
+2% +$1.95K 0.02% 127
2023
Q2 		$93.6K Buy
443
+15
+4% +$3.06K 0.02% 117
2023
Q1 		$85.5K Buy
428
+115
+37% +$19.4K 0.02% 113
2022
Q4 		$41.5K Sell
313
-11
-3% -$1.6K 0.01% 189
2022
Q3 		$47K Sell
324
-97
-23% -$16.4K 0.01% 141
2022
Q2 		$69K Buy
+421
New +$74.4K 0.02% 106
2021
Q4 		$107K Buy
423
+7
+2% +$1.97K 0.03% 102
2021
Q3 		$113K Buy
+416
New +$106K 0.03% 93

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

Bell Investment Advisors's CRM Position: Q2 2026 in Review

Bell Investment Advisors reduced its Salesforce (CRM) stake by 36% in Q2 2026, selling an estimated $30.2K and leaving 310 shares worth $48.6K. The position accounts for 0.01% of the portfolio, ranked #282.

Bell Investment Advisors first reported a position in CRM in Q3 2021 and has held it in 19 quarters since. The position peaked at $154K in Q4 2024. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Bell Investment Advisors held 310 shares of Salesforce worth $48.6K as of Q2 2026.
  • Bell Investment Advisors sold 172 Salesforce shares in Q2 2026, an estimated $30.2K.
  • Salesforce made up 0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #282 holding.
  • Bell Investment Advisors first reported a position in Salesforce in Q3 2021 and has held it in 19 quarters since.
  • Bell Investment Advisors's Salesforce position peaked at $154K in Q4 2024.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

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