Capital Advantage’s Salesforce CRM Stock Holding History

Capital Advantage’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	$264K	Sell	1,685 -39	-2%	-$6.86K	0.03%	137
2026 Q1	$322K	Sell	1,724 -393	-19%	-$81.4K	0.04%	117
2025 Q4	$561K	Buy	2,117 +137	+7%	+$34K	0.08%	92
2025 Q3	$469K	Sell	1,980 -23	-1%	-$5.8K	0.07%	98
2025 Q2	$546K	Sell	2,003 -35	-2%	-$9.36K	0.09%	91
2025 Q1	$681K	Hold	2,038	–	–	0.12%	72
2024 Q4	$681K	Buy	+2,038	New	+$650K	0.12%	72
2021 Q2	–	Sell	-1,432	Closed	-$303K	–	63
2021 Q1	$303K	Hold	1,432	–	–	0.08%	87
2020 Q4	$317K	Hold	1,432	–	–	0.09%	81
2020 Q3	$372K	Hold	1,432	–	–	0.12%	66
2020 Q2	$268K	Hold	1,432	–	–	0.1%	72
2020 Q1	$233K	Hold	1,432	–	–	0.09%	75
2019 Q4	$261K	Hold	1,432	–	–	0.08%	79
2019 Q3	$213K	Buy	+1,432	New	+$218K	0.07%	82
2019 Q1	$227K	Buy	+1,432	New	+$222K	0.08%	71
2018 Q4	–	Sell	-1,432	Closed	-$228K	–	74
2018 Q3	$228K	Buy	+1,432	New	+$212K	0.05%	73
2014 Q2	–	Sell	-3,600	Closed	-$206K	–	57
2014 Q1	$206K	Buy	+3,600	New	+$215K	0.14%	46

Other funds holding CRM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital Advantage's CRM Position: Q2 2026 in Review

Capital Advantage reduced its Salesforce (CRM) stake by 2.3% in Q2 2026, selling an estimated $6.86K and leaving 1,685 shares worth $264K. The position accounts for 0.03% of the portfolio, ranked #137.

Capital Advantage first reported a position in CRM in Q1 2014 and has held it in 17 quarters since. The position peaked at $681K in Q1 2025. 2,480 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Capital Advantage held 1,685 shares of Salesforce worth $264K as of Q2 2026.
Capital Advantage sold 39 Salesforce shares in Q2 2026, an estimated $6.86K.
Salesforce made up 0.03% of Capital Advantage's portfolio in Q2 2026, its #137 holding.
Capital Advantage first reported a position in Salesforce in Q1 2014 and has held it in 17 quarters since.
Capital Advantage's Salesforce position peaked at $681K in Q1 2025.
2,480 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Capital Advantage's 13F filing for Q2 2026, filed 13 Jul 2026.