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Capital Asset Advisory Services’s Salesforce CRM Stock Holding History

Capital Asset Advisory Services’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
Q1 		– Sell
-979
Closed -$257K – 304
2025
Q4 		$257K Buy
979
+99
+11% +$24.6K 0.01% 257
2025
Q3 		$209K Sell
880
-183
-17% -$46.2K 0.01% 270
2025
Q2 		$289K Buy
1,063
+26
+3% +$6.95K 0.01% 225
2025
Q1 		$282K Buy
1,037
+14
+1% +$4.35K 0.01% 230
2024
Q4 		$341K Buy
1,023
+70
+7% +$22.3K 0.02% 232
2024
Q3 		$278K Buy
953
+130
+16% +$33.3K 0.01% 262
2024
Q2 		$208K Sell
823
-97
-11% -$26K 0.01% 305
2024
Q1 		$278K Sell
920
-63
-6% -$18.2K 0.02% 254
2023
Q4 		$259K Sell
983
-111
-10% -$25.1K 0.02% 254
2023
Q3 		$226K Buy
+1,094
New +$236K 0.02% 286
2023
Q2 		– Sell
-1,030
Closed -$206K – 339
2023
Q1 		$206K Sell
1,030
-431
-30% -$72.8K 0.02% 336
2022
Q4 		$208K Sell
1,461
-43
-3% -$6.28K 0.02% 348
2022
Q3 		$216K Sell
1,504
-770
-34% -$131K 0.03% 290
2022
Q2 		$375K Sell
2,274
-503
-18% -$88.9K 0.04% 273
2022
Q1 		$590K Sell
2,777
-497
-15% -$107K 0.06% 225
2021
Q4 		$832K Sell
3,274
-716
-18% -$201K 0.09% 170
2021
Q3 		$1.08M Sell
3,990
-1,039
-21% -$264K 0.12% 120
2021
Q2 		$1.23M Sell
5,029
-575
-10% -$133K 0.13% 106
2021
Q1 		$1.19M Buy
5,604
+1,049
+23% +$234K 0.18% 101
2020
Q4 		$1.01M Buy
4,555
+920
+25% +$224K 0.18% 97
2020
Q3 		$913K Buy
3,635
+68
+2% +$14.9K 0.19% 92
2020
Q2 		$685K Buy
3,567
+706
+25% +$119K 0.15% 129
2020
Q1 		$485K Buy
2,861
+452
+19% +$77.5K 0.13% 134
2019
Q4 		$456K Buy
+2,409
New +$378K 0.11% 182

Other funds holding CRM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Capital Asset Advisory Services's CRM Position: Q1 2026 in Review

Capital Asset Advisory Services sold out of Salesforce (CRM) in Q1 2026, closing a stake of 979 shares — an estimated $257K sold.

Capital Asset Advisory Services first reported a position in CRM in Q4 2019 and held it in 24 quarters. The position peaked at $1.23M in Q2 2021. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Capital Asset Advisory Services reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
  • Capital Asset Advisory Services sold 979 Salesforce shares in Q1 2026, an estimated $257K.
  • Capital Asset Advisory Services first reported a position in Salesforce in Q4 2019 and held it in 24 quarters.
  • Capital Asset Advisory Services's Salesforce position peaked at $1.23M in Q2 2021.
  • 2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Capital Asset Advisory Services's 13F filing for Q1 2026, filed 24 Apr 2026.