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BLB&B Advisors’s Salesforce CRM Stock Holding History

BLB&B 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 		$12.7M Buy
80,810
+11,110
+16% +$1.95M 0.46% 44
2026
Q1 		$13M Buy
69,700
+12,673
+22% +$2.63M 0.54% 39
2025
Q4 		$15.1M Buy
57,027
+3,210
+6% +$798K 0.63% 36
2025
Q3 		$12.8M Buy
53,817
+3,556
+7% +$897K 0.55% 41
2025
Q2 		$13.7M Buy
50,261
+2,097
+4% +$561K 0.64% 38
2025
Q1 		$12.9M Buy
48,164
+1,678
+4% +$522K 0.66% 35
2024
Q4 		$15.5M Buy
46,486
+1,949
+4% +$622K 0.79% 31
2024
Q3 		$12.2M Buy
44,537
+8,858
+25% +$2.27M 0.62% 40
2024
Q2 		$9.17M Buy
35,679
+33,578
+1,598% +$8.98M 0.5% 47
2024
Q1 		$633K Buy
+2,101
New +$606K 0.04% 157

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

BLB&B Advisors's CRM Position: Q2 2026 in Review

BLB&B Advisors increased its Salesforce (CRM) stake by 16% in Q2 2026, buying an estimated $1.95M and bringing the position to 80,810 shares worth $12.7M. The position accounts for 0.46% of the portfolio, ranked #44.

BLB&B Advisors first reported a position in CRM in Q1 2024 and has held it in 10 quarters since. The position peaked at $15.5M in Q4 2024. 2,468 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • BLB&B Advisors held 80,810 shares of Salesforce worth $12.7M as of Q2 2026.
  • BLB&B Advisors bought 11,110 Salesforce shares in Q2 2026, an estimated $1.95M.
  • Salesforce made up 0.46% of BLB&B Advisors's portfolio in Q2 2026, its #44 holding.
  • BLB&B Advisors first reported a position in Salesforce in Q1 2024 and has held it in 10 quarters since.
  • BLB&B Advisors's Salesforce position peaked at $15.5M in Q4 2024.
  • 2,468 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on BLB&B Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.