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 Q3	$392K	Buy	1,709 +24	+1%	+$4.95K	0.05%	114
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

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Capital Advantage's CRM Position: Q3 2026 in Review

Capital Advantage increased its Salesforce (CRM) stake by 1.4% in Q3 2026, buying an estimated $4.95K and bringing the position to 1,709 shares worth $392K. The position accounts for 0.05% of the portfolio, ranked #114.

Capital Advantage first reported a position in CRM in Q1 2014 and has held it in 18 quarters since. The position peaked at $681K in Q1 2025. 985 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

Capital Advantage held 1,709 shares of Salesforce worth $392K as of Q3 2026.
Capital Advantage bought 24 Salesforce shares in Q3 2026, an estimated $4.95K.
Salesforce made up 0.05% of Capital Advantage's portfolio in Q3 2026, its #114 holding.
Capital Advantage first reported a position in Salesforce in Q1 2014 and has held it in 18 quarters since.
Capital Advantage's Salesforce position peaked at $681K in Q1 2025.
985 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on Capital Advantage's 13F filing for Q3 2026, filed 14 Oct 2026.