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Benchmark Investment Advisors’s Salesforce CRM Stock Holding History

Benchmark 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 		$537K Sell
3,426
-362
-10% -$63.7K 0.24% 50
2026
Q1 		$707K Buy
+3,788
New +$785K 0.41% 45
2025
Q3 		$932K Buy
+3,893
New +$982K 0.54% 40
2025
Q1 		$1.08M Buy
4,025
+2,905
+259% +$904K 0.7% 39
2024
Q4 		$374K Sell
1,120
-10
-0.9% -$3.19K 0.24% 65
2024
Q3 		$309K Buy
1,130
+5
+0.4% +$1.28K 0.22% 67
2024
Q2 		$289K Hold
1,125
– – 0.21% 75
2024
Q1 		$339K Sell
1,125
-178
-14% -$51.4K 0.27% 71
2023
Q4 		$343K Buy
+1,303
New +$295K 0.32% 65
2023
Q1 		– Sell
-3,985
Closed -$528K – 90
2022
Q4 		$528K Sell
3,985
-920
-19% -$134K 0.56% 53
2022
Q3 		$706K Buy
4,905
+2,225
+83% +$377K 0.76% 45
2022
Q2 		$442K Sell
2,680
-514
-16% -$90.8K 0.46% 66
2022
Q1 		$678K Buy
3,194
+90
+3% +$19.4K 0.51% 52
2021
Q4 		$789K Buy
+3,104
New +$872K 0.65% 48

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

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

Benchmark Investment Advisors reduced its Salesforce (CRM) stake by 9.6% in Q2 2026, selling an estimated $63.7K and leaving 3,426 shares worth $537K. The position accounts for 0.24% of the portfolio, ranked #50.

Benchmark Investment Advisors first reported a position in CRM in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.08M in Q1 2025. 2,486 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Benchmark Investment Advisors held 3,426 shares of Salesforce worth $537K as of Q2 2026.
  • Benchmark Investment Advisors sold 362 Salesforce shares in Q2 2026, an estimated $63.7K.
  • Salesforce made up 0.24% of Benchmark Investment Advisors's portfolio in Q2 2026, its #50 holding.
  • Benchmark Investment Advisors first reported a position in Salesforce in Q4 2021 and has held it in 14 quarters since.
  • Benchmark Investment Advisors's Salesforce position peaked at $1.08M in Q1 2025.
  • 2,486 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Benchmark Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.