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Bigelow Investment Advisors’s Salesforce CRM Stock Holding History

Bigelow 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 		$267K Buy
1,707
+13
+0.8% +$2.29K 0.1% 144
2026
Q1 		$316K Sell
1,694
-228
-12% -$47.2K 0.13% 127
2025
Q4 		$509K Buy
1,922
+7
+0.4% +$1.74K 0.2% 111
2025
Q3 		$454K Buy
1,915
+156
+9% +$39.3K 0.18% 118
2025
Q2 		$480K Buy
1,759
+99
+6% +$26.5K 0.21% 112
2025
Q1 		$445K Sell
1,660
-108
-6% -$33.6K 0.21% 111
2024
Q4 		$591K Sell
1,768
-254
-13% -$81.1K 0.28% 95
2024
Q3 		$553K Buy
2,022
+143
+8% +$36.6K 0.25% 108
2024
Q2 		$483K Sell
1,879
-3
-0.2% -$803 0.23% 109
2024
Q1 		$567K Sell
1,882
-27
-1% -$7.79K 0.28% 99
2023
Q4 		$502K Buy
1,909
+30
+2% +$6.79K 0.27% 97
2023
Q3 		$381K Buy
1,879
+27
+1% +$5.83K 0.22% 109
2023
Q2 		$391K Buy
1,852
+130
+8% +$26.5K 0.21% 111
2023
Q1 		$344K Buy
1,722
+5
+0.3% +$845 0.2% 116
2022
Q4 		$228K Buy
1,717
+44
+3% +$6.42K 0.13% 134
2022
Q3 		$241K Buy
+1,673
New +$284K 0.14% 126
2022
Q2 		– Sell
-1,004
Closed -$213K – 145
2022
Q1 		$213K Buy
+1,004
New +$216K 0.1% 143
2021
Q4 		– Sell
-760
Closed -$206K – 145
2021
Q3 		$206K Buy
+760
New +$193K 0.1% 138

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

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

Bigelow Investment Advisors increased its Salesforce (CRM) stake by 0.77% in Q2 2026, buying an estimated $2.29K and bringing the position to 1,707 shares worth $267K. The position accounts for 0.1% of the portfolio, ranked #144.

Bigelow Investment Advisors first reported a position in CRM in Q3 2021 and has held it in 18 quarters since. The position peaked at $591K in Q4 2024. 2,486 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Bigelow Investment Advisors held 1,707 shares of Salesforce worth $267K as of Q2 2026.
  • Bigelow Investment Advisors bought 13 Salesforce shares in Q2 2026, an estimated $2.29K.
  • Salesforce made up 0.1% of Bigelow Investment Advisors's portfolio in Q2 2026, its #144 holding.
  • Bigelow Investment Advisors first reported a position in Salesforce in Q3 2021 and has held it in 18 quarters since.
  • Bigelow Investment Advisors's Salesforce position peaked at $591K in Q4 2024.
  • 2,486 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Bigelow Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.