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Blue Zone Wealth Advisors’s Salesforce CRM Stock Holding History

Blue Zone Wealth 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 		$5.95M Sell
37,977
-565
-1% -$99.4K 1.04% 33
2026
Q1 		$7.19M Buy
38,542
+195
+0.5% +$40.4K 1.46% 20
2025
Q4 		$10.2M Buy
38,347
+212
+0.6% +$52.7K 1.94% 9
2025
Q3 		$9.04M Buy
38,135
+11,467
+43% +$2.89M 1.8% 16
2025
Q2 		$7.27M Buy
26,668
+1,920
+8% +$513K 1.82% 18
2025
Q1 		$6.64M Buy
24,748
+1,354
+6% +$421K 1.85% 17
2024
Q4 		$7.82M Buy
23,394
+154
+0.7% +$49.1K 2.26% 10
2024
Q3 		$6.36M Buy
23,240
+677
+3% +$173K 1.98% 15
2024
Q2 		$5.8M Sell
22,563
-2,166
-9% -$580K 2% 14
2024
Q1 		$7.45M Sell
24,729
-1,882
-7% -$543K 2.56% 6
2023
Q4 		$7M Buy
26,611
+110
+0.4% +$24.9K 2.79% 5
2023
Q3 		$5.37M Sell
26,501
-55
-0.2% -$11.9K 2.36% 9
2023
Q2 		$5.61M Buy
26,556
+126
+0.5% +$25.7K 2.59% 10
2023
Q1 		$5.28M Sell
26,430
-16
-0.1% -$2.7K 2.82% 7
2022
Q4 		$3.51M Buy
26,446
+232
+0.9% +$33.9K 1.87% 19
2022
Q3 		$3.77M Sell
26,214
-945
-3% -$160K 1.95% 14
2022
Q2 		$4.48M Buy
27,159
+324
+1% +$57.2K 2.03% 9
2022
Q1 		$5.7M Buy
26,835
+2,754
+11% +$593K 2.13% 8
2021
Q4 		$6.12M Buy
24,081
+198
+0.8% +$55.6K 2.02% 10
2021
Q3 		$6.48M Buy
23,883
+2,442
+11% +$620K 2.25% 9
2021
Q2 		$5.24M Buy
21,441
+1,379
+7% +$318K 1.97% 12
2021
Q1 		$4.25M Buy
20,062
+1,786
+10% +$398K 1.81% 14
2020
Q4 		$4.07M Buy
18,276
+14,111
+339% +$3.43M 1.96% 12
2020
Q3 		$1.05M Sell
4,165
-1,027
-20% -$225K 0.59% 39
2020
Q2 		$973K Buy
+5,192
New +$875K 0.54% 36

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

Blue Zone Wealth Advisors's CRM Position: Q2 2026 in Review

Blue Zone Wealth Advisors reduced its Salesforce (CRM) stake by 1.5% in Q2 2026, selling an estimated $99.4K and leaving 37,977 shares worth $5.95M. The position accounts for 1.04% of the portfolio, ranked #33.

Blue Zone Wealth Advisors first reported a position in CRM in Q2 2020 and has held it in 25 quarters since. The position peaked at $10.2M in Q4 2025. 2,468 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Blue Zone Wealth Advisors held 37,977 shares of Salesforce worth $5.95M as of Q2 2026.
  • Blue Zone Wealth Advisors sold 565 Salesforce shares in Q2 2026, an estimated $99.4K.
  • Salesforce made up 1.04% of Blue Zone Wealth Advisors's portfolio in Q2 2026, its #33 holding.
  • Blue Zone Wealth Advisors first reported a position in Salesforce in Q2 2020 and has held it in 25 quarters since.
  • Blue Zone Wealth Advisors's Salesforce position peaked at $10.2M in Q4 2025.
  • 2,468 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Blue Zone Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.