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Bragg Financial Advisors’s Salesforce CRM Stock Holding History

Bragg Financial 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 		$7.92M Sell
50,563
-1,092
-2% -$192K 0.21% 116
2026
Q1 		$9.64M Buy
51,655
+3,435
+7% +$712K 0.31% 108
2025
Q4 		$12.8M Buy
48,220
+2,857
+6% +$710K 0.42% 96
2025
Q3 		$10.8M Buy
45,363
+3,248
+8% +$819K 0.36% 99
2025
Q2 		$11.5M Buy
42,115
+2,683
+7% +$717K 0.41% 92
2025
Q1 		$10.6M Buy
39,432
+625
+2% +$194K 0.44% 88
2024
Q4 		$13M Buy
38,807
+3,844
+11% +$1.23M 0.53% 72
2024
Q3 		$9.57M Buy
34,963
+8,604
+33% +$2.2M 0.39% 97
2024
Q2 		$6.78M Buy
26,359
+8,939
+51% +$2.39M 0.3% 112
2024
Q1 		$5.25M Buy
17,420
+12,441
+250% +$3.59M 0.24% 121
2023
Q4 		$1.31M Buy
+4,979
New +$1.13M 0.06% 187

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

Bragg Financial Advisors's CRM Position: Q2 2026 in Review

Bragg Financial Advisors reduced its Salesforce (CRM) stake by 2.1% in Q2 2026, selling an estimated $192K and leaving 50,563 shares worth $7.92M. The position accounts for 0.21% of the portfolio, ranked #116.

Bragg Financial Advisors first reported a position in CRM in Q4 2023 and has held it in 11 quarters since. The position peaked at $13M in Q4 2024. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Bragg Financial Advisors held 50,563 shares of Salesforce worth $7.92M as of Q2 2026.
  • Bragg Financial Advisors sold 1,092 Salesforce shares in Q2 2026, an estimated $192K.
  • Salesforce made up 0.21% of Bragg Financial Advisors's portfolio in Q2 2026, its #116 holding.
  • Bragg Financial Advisors first reported a position in Salesforce in Q4 2023 and has held it in 11 quarters since.
  • Bragg Financial Advisors's Salesforce position peaked at $13M in Q4 2024.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

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