CIA
CRM icon

Cape Investment Advisory’s Salesforce CRM Stock Holding History

Cape Investment Advisory’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 		$657K Sell
4,196
-412
-9% -$72.4K 0.18% 105
2026
Q1 		$860K Sell
4,608
-141
-3% -$29.2K 0.29% 72
2025
Q4 		$1.26M Buy
4,749
+747
+19% +$186K 0.39% 48
2025
Q3 		$948K Buy
4,002
+203
+5% +$51.2K 0.93% 26
2025
Q2 		$1.04M Buy
3,799
+109
+3% +$29.1K 0.38% 52
2025
Q1 		$990K Sell
3,690
-125
-3% -$38.9K 0.39% 51
2024
Q4 		$1.28M Sell
3,815
-8
-0.2% -$2.55K 0.5% 44
2024
Q3 		$1.05M Buy
3,823
+896
+31% +$230K 0.42% 50
2024
Q2 		$753K Buy
2,927
+975
+50% +$261K 0.34% 65
2024
Q1 		$588K Buy
1,952
+10
+0.5% +$2.88K 0.27% 73
2023
Q4 		$511K Buy
1,942
+29
+2% +$6.56K 0.25% 73
2023
Q3 		$388K Buy
1,913
+24
+1% +$5.19K 0.22% 80
2023
Q2 		$399K Buy
1,889
+13
+0.7% +$2.65K 0.22% 76
2023
Q1 		$375K Buy
+1,876
New +$317K 0.23% 73

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

Cape Investment Advisory's CRM Position: Q2 2026 in Review

Cape Investment Advisory reduced its Salesforce (CRM) stake by 8.9% in Q2 2026, selling an estimated $72.4K and leaving 4,196 shares worth $657K. The position accounts for 0.18% of the portfolio, ranked #105.

Cape Investment Advisory first reported a position in CRM in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.28M in Q4 2024. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Cape Investment Advisory held 4,196 shares of Salesforce worth $657K as of Q2 2026.
  • Cape Investment Advisory sold 412 Salesforce shares in Q2 2026, an estimated $72.4K.
  • Salesforce made up 0.18% of Cape Investment Advisory's portfolio in Q2 2026, its #105 holding.
  • Cape Investment Advisory first reported a position in Salesforce in Q1 2023 and has held it in 14 quarters since.
  • Cape Investment Advisory's Salesforce position peaked at $1.28M in Q4 2024.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.