CAI
CRM icon

Capital Advisors Inc’s Salesforce CRM Stock Holding History

Capital Advisors Inc’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 		$680K Buy
4,344
+1,999
+85% +$352K 0.01% 198
2026
Q1 		$438K Buy
2,345
+17
+0.7% +$3.52K 0.01% 242
2025
Q4 		$617K Buy
+2,328
New +$579K 0.01% 200
2025
Q3 		– Sell
-807
Closed -$220K – 347
2025
Q2 		$220K Sell
807
-66
-8% -$17.6K ﹤0.01% 299
2025
Q1 		$234K Buy
873
+87
+11% +$27.1K ﹤0.01% 284
2024
Q4 		$263K Buy
+786
New +$251K 0.01% 269
2021
Q4 		– Sell
-911
Closed -$247K – 249
2021
Q3 		$247K Sell
911
-239
-21% -$60.7K 0.01% 206
2021
Q2 		$281K Buy
+1,150
New +$265K 0.01% 206
2018
Q4 		– Sell
-86,295
Closed -$13.7M – 178
2018
Q3 		$13.7M Sell
86,295
-1,754
-2% -$260K 0.82% 35
2018
Q2 		$12M Sell
88,049
-2,248
-2% -$287K 0.72% 46
2018
Q1 		$10.5M Buy
90,297
+1,608
+2% +$185K 0.63% 51
2017
Q4 		$9.07M Sell
88,689
-248
-0.3% -$25.3K 0.53% 65
2017
Q3 		$8.31M Sell
88,937
-1,070
-1% -$98.4K 0.51% 69
2017
Q2 		$7.79M Buy
90,007
+82,872
+1,161% +$7.22M 0.49% 67
2017
Q1 		$589K Buy
+7,135
New +$570K 0.04% 128

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

Capital Advisors Inc's CRM Position: Q2 2026 in Review

Capital Advisors Inc increased its Salesforce (CRM) stake by 85% in Q2 2026, buying an estimated $352K and bringing the position to 4,344 shares worth $680K. The position accounts for 0.01% of the portfolio, ranked #198.

Capital Advisors Inc first reported a position in CRM in Q1 2017 and has held it in 15 quarters since. The position peaked at $13.7M in Q3 2018. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Capital Advisors Inc held 4,344 shares of Salesforce worth $680K as of Q2 2026.
  • Capital Advisors Inc bought 1,999 Salesforce shares in Q2 2026, an estimated $352K.
  • Salesforce made up 0.01% of Capital Advisors Inc's portfolio in Q2 2026, its #198 holding.
  • Capital Advisors Inc first reported a position in Salesforce in Q1 2017 and has held it in 15 quarters since.
  • Capital Advisors Inc's Salesforce position peaked at $13.7M in Q3 2018.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Capital Advisors Inc's 13F filing for Q2 2026, filed 23 Jul 2026.