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Caerus Investment Advisors’s Salesforce CRM Stock Holding History

Caerus 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
Q1 		$607K Buy
3,253
+1,955
+151% +$405K 0.25% 83
2025
Q4 		$344K Sell
1,298
-533
-29% -$132K 0.11% 199
2025
Q3 		$434K Buy
+1,831
New +$462K 0.18% 135
2022
Q1 		– Sell
-870
Closed -$221K – 59
2021
Q4 		$221K Buy
+870
New +$244K 0.24% 61

Other funds holding CRM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Caerus Investment Advisors's CRM Position: Q1 2026 in Review

Caerus Investment Advisors increased its Salesforce (CRM) stake by 151% in Q1 2026, buying an estimated $405K and bringing the position to 3,253 shares worth $607K. The position accounts for 0.25% of the portfolio, ranked #83.

Caerus Investment Advisors first reported a position in CRM in Q4 2021 and has held it in 4 quarters since. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Caerus Investment Advisors held 3,253 shares of Salesforce worth $607K as of Q1 2026.
  • Caerus Investment Advisors bought 1,955 Salesforce shares in Q1 2026, an estimated $405K.
  • Salesforce made up 0.25% of Caerus Investment Advisors's portfolio in Q1 2026, its #83 holding.
  • Caerus Investment Advisors first reported a position in Salesforce in Q4 2021 and has held it in 4 quarters since.
  • 2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Caerus Investment Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.