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Calton & Associates’s Salesforce CRM Stock Holding History

Calton & Associates’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 		$344K Sell
2,193
-337
-13% -$59.3K 0.05% 284
2026
Q1 		$472K Buy
2,530
+339
+15% +$70.2K 0.07% 247
2025
Q4 		$580K Buy
2,191
+683
+45% +$170K 0.09% 224
2025
Q3 		$357K Buy
1,508
+301
+25% +$75.9K 0.05% 290
2025
Q2 		$329K Buy
1,207
+39
+3% +$10.4K 0.06% 272
2025
Q1 		$313K Buy
+1,168
New +$363K 0.07% 234
2024
Q4 		– Sell
-747
Closed -$204K – 208
2024
Q3 		$204K Buy
+747
New +$191K 0.08% 219
2022
Q3 		– Sell
-1,725
Closed -$284K – 223
2022
Q2 		$284K Sell
1,725
-283
-14% -$50K 0.16% 160
2022
Q1 		$426K Buy
2,008
+24
+1% +$5.17K 0.13% 189
2021
Q4 		$504K Sell
1,984
-461
-19% -$130K 0.13% 174
2021
Q3 		$663K Sell
2,445
-166
-6% -$42.2K 0.15% 167
2021
Q2 		$638K Buy
2,611
+113
+5% +$26K 0.12% 171
2021
Q1 		$529K Sell
2,498
-338
-12% -$75.2K 0.1% 178
2020
Q4 		$631K Buy
2,836
+222
+8% +$54K 0.11% 154
2020
Q3 		$657K Buy
2,614
+599
+30% +$131K 0.13% 127
2020
Q2 		$378K Sell
2,015
-277
-12% -$46.7K 0.08% 181
2020
Q1 		$330K Sell
2,292
-1,560
-40% -$267K 0.08% 195
2019
Q4 		$627K Buy
3,852
+1,886
+96% +$296K 0.13% 145
2019
Q3 		$292K Sell
1,966
-205
-9% -$31.2K 0.06% 248
2019
Q2 		$330K Sell
2,171
-14
-0.6% -$2.19K 0.09% 182
2019
Q1 		$346K Buy
2,185
+187
+9% +$29K 0.11% 172
2018
Q4 		$274K Buy
1,998
+586
+42% +$80.6K 0.1% 181
2018
Q3 		$225K Sell
1,412
-539
-28% -$80K 0.07% 246
2018
Q2 		$283K Buy
+1,951
New +$249K 0.08% 198
2018
Q1 		– Sell
-492
Closed -$55K – 517
2017
Q4 		$55K Buy
+492
New +$50.1K 0.01% 659

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

Calton & Associates's CRM Position: Q2 2026 in Review

Calton & Associates reduced its Salesforce (CRM) stake by 13% in Q2 2026, selling an estimated $59.3K and leaving 2,193 shares worth $344K. The position accounts for 0.05% of the portfolio, ranked #284.

Calton & Associates first reported a position in CRM in Q4 2017 and has held it in 25 quarters since. The position peaked at $663K in Q3 2021. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Calton & Associates held 2,193 shares of Salesforce worth $344K as of Q2 2026.
  • Calton & Associates sold 337 Salesforce shares in Q2 2026, an estimated $59.3K.
  • Salesforce made up 0.05% of Calton & Associates's portfolio in Q2 2026, its #284 holding.
  • Calton & Associates first reported a position in Salesforce in Q4 2017 and has held it in 25 quarters since.
  • Calton & Associates's Salesforce position peaked at $663K in Q3 2021.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Calton & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.