Cantor Fitzgerald Investment Advisors’s Salesforce CRM Stock Holding History

Cantor Fitzgerald 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	$221K	Hold	1,410	–	–	0.01%	180
2026 Q1	$263K	Hold	1,410	–	–	0.02%	167
2025 Q4	$374K	Hold	1,410	–	–	0.03%	160
2025 Q3	$334K	Hold	1,410	–	–	0.02%	168
2025 Q2	$384K	Buy	1,410 +10	+0.7%	+$2.67K	0.03%	161
2025 Q1	$376K	Hold	1,400	–	–	0.03%	159
2024 Q4	$468K	Hold	1,400	–	–	0.03%	153
2024 Q3	$383K	Buy	+1,400	New	+$359K	0.03%	164
2022 Q1	$212K	Hold	1,000	–	–	0.01%	296
2021 Q4	$254K	Hold	1,000	–	–	0.02%	289
2021 Q3	$271K	Hold	1,000	–	–	0.02%	139
2021 Q2	$244K	Hold	1,000	–	–	0.02%	143
2021 Q1	$223K	Hold	1,000	–	–	0.03%	62
2020 Q4	$223K	Buy	+1,000	New	+$243K	0.03%	62

Other funds holding CRM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

VPI

Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

FISPB

Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM

Cantor Fitzgerald Investment Advisors's CRM Position: Q2 2026 in Review

Cantor Fitzgerald Investment Advisors held its Salesforce (CRM) position steady in Q2 2026 at 1,410 shares worth $221K. The position accounts for 0.01% of the portfolio, ranked #180.

Cantor Fitzgerald Investment Advisors first reported a position in CRM in Q4 2020 and has held it in 14 quarters since. The position peaked at $468K in Q4 2024. 862 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Cantor Fitzgerald Investment Advisors held 1,410 shares of Salesforce worth $221K as of Q2 2026.
Cantor Fitzgerald Investment Advisors left its Salesforce share count unchanged in Q2 2026.
Salesforce made up 0.01% of Cantor Fitzgerald Investment Advisors's portfolio in Q2 2026, its #180 holding.
Cantor Fitzgerald Investment Advisors first reported a position in Salesforce in Q4 2020 and has held it in 14 quarters since.
Cantor Fitzgerald Investment Advisors's Salesforce position peaked at $468K in Q4 2024.
862 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Cantor Fitzgerald Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.