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Capital Investment Advisors’s Salesforce CRM Stock Holding History

Capital Investment Advisors’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 		$1.94M Sell
12,391
-476
-4% -$83.7K 0.03% 251
2026
Q1 		$2.4M Buy
12,867
+2,233
+21% +$463K 0.04% 213
2025
Q4 		$2.82M Buy
10,634
+96
+0.9% +$23.9K 0.04% 192
2025
Q3 		$2.5M Buy
10,538
+60
+0.6% +$15.1K 0.04% 202
2025
Q2 		$2.86M Buy
10,478
+3,458
+49% +$924K 0.05% 184
2025
Q1 		$1.88M Buy
7,020
+275
+4% +$85.5K 0.04% 222
2024
Q4 		$2.26M Buy
6,745
+106
+2% +$33.8K 0.05% 198
2024
Q3 		$1.82M Sell
6,639
-7
-0.1% -$1.79K 0.04% 224
2024
Q2 		$1.71M Buy
6,646
+212
+3% +$56.7K 0.04% 213
2024
Q1 		$1.94M Sell
6,434
-135
-2% -$39K 0.05% 195
2023
Q4 		$1.73M Sell
6,569
-15
-0.2% -$3.4K 0.04% 208
2023
Q3 		$1.34M Buy
6,584
+864
+15% +$187K 0.04% 225
2023
Q2 		$1.21M Sell
5,720
-161
-3% -$32.9K 0.04% 218
2023
Q1 		$1.17M Buy
5,881
+1
+0% +$169 0.03% 230
2022
Q4 		$780K Sell
5,880
-161
-3% -$23.5K 0.02% 280
2022
Q3 		$869K Sell
6,041
-41
-0.7% -$6.95K 0.03% 259
2022
Q2 		$1M Buy
6,082
+466
+8% +$82.3K 0.03% 250
2022
Q1 		$1.19M Buy
5,616
+616
+12% +$133K 0.04% 242
2021
Q4 		$1.27M Buy
5,000
+270
+6% +$75.9K 0.04% 240
2021
Q3 		$1.28M Buy
4,730
+835
+21% +$212K 0.04% 232
2021
Q2 		$951K Sell
3,895
-200
-5% -$46.1K 0.03% 279
2021
Q1 		$868K Buy
4,095
+882
+27% +$196K 0.03% 275
2020
Q4 		$715K Buy
3,213
+2,056
+178% +$500K 0.03% 292
2020
Q3 		$291K Buy
1,157
+49
+4% +$10.7K 0.01% 397
2020
Q2 		$208K Buy
+1,108
New +$187K 0.01% 454

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 $3.38T AUM 44.17% 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 Investment Advisors's CRM Position: Q2 2026 in Review

Capital Investment Advisors reduced its Salesforce (CRM) stake by 3.7% in Q2 2026, selling an estimated $83.7K and leaving 12,391 shares worth $1.94M. The position accounts for 0.03% of the portfolio, ranked #251.

Capital Investment Advisors first reported a position in CRM in Q2 2020 and has held it in 25 quarters since. The position peaked at $2.86M in Q2 2025. 2,494 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Capital Investment Advisors held 12,391 shares of Salesforce worth $1.94M as of Q2 2026.
  • Capital Investment Advisors sold 476 Salesforce shares in Q2 2026, an estimated $83.7K.
  • Salesforce made up 0.03% of Capital Investment Advisors's portfolio in Q2 2026, its #251 holding.
  • Capital Investment Advisors first reported a position in Salesforce in Q2 2020 and has held it in 25 quarters since.
  • Capital Investment Advisors's Salesforce position peaked at $2.86M in Q2 2025.
  • 2,494 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Capital Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.