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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
Q2 		– Sell
-3,253
Closed -$607K – 361
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 $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

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

Caerus Investment Advisors sold out of Salesforce (CRM) in Q2 2026, closing a stake of 3,253 shares — an estimated $607K sold.

Caerus Investment Advisors first reported a position in CRM in Q4 2021 and held it in 4 quarters. The position peaked at $607K in Q1 2026. 2,483 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Caerus Investment Advisors reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
  • Caerus Investment Advisors sold 3,253 Salesforce shares in Q2 2026, an estimated $607K.
  • Caerus Investment Advisors first reported a position in Salesforce in Q4 2021 and held it in 4 quarters.
  • Caerus Investment Advisors's Salesforce position peaked at $607K in Q1 2026.
  • 2,483 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Caerus Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.