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Capital Investment Advisory Services’s Salesforce CRM Stock Holding History

Capital Investment 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
Q2 		$799K Buy
5,100
+713
+16% +$125K 0.05% 348
2026
Q1 		$819K Buy
4,387
+1,388
+46% +$288K 0.06% 297
2025
Q4 		$794K Buy
2,999
+540
+22% +$134K 0.06% 295
2025
Q3 		$583K Sell
2,459
-37
-1% -$9.33K 0.05% 332
2025
Q2 		$681K Buy
2,496
+63
+3% +$16.8K 0.06% 288
2025
Q1 		$653K Buy
2,433
+231
+10% +$71.8K 0.06% 272
2024
Q4 		$736K Sell
2,202
-2
-0.1% -$638 0.07% 231
2024
Q3 		$603K Sell
2,204
-17
-0.8% -$4.35K 0.06% 260
2024
Q2 		$571K Buy
2,221
+23
+1% +$6.15K 0.06% 269
2024
Q1 		$662K Sell
2,198
-232
-10% -$66.9K 0.07% 250
2023
Q4 		$639K Buy
2,430
+156
+7% +$35.3K 0.06% 244
2023
Q3 		$461K Buy
2,274
+157
+7% +$33.9K 0.05% 296
2023
Q2 		$447K Buy
2,117
+12
+0.6% +$2.45K 0.04% 290
2023
Q1 		$421K Sell
2,105
-351
-14% -$59.3K 0.05% 290
2022
Q4 		$326K Sell
2,456
-414
-14% -$60.4K 0.04% 352
2022
Q3 		$413K Sell
2,870
-756
-21% -$128K 0.05% 285
2022
Q2 		$598K Buy
3,626
+333
+10% +$58.8K 0.07% 230
2022
Q1 		$699K Buy
3,293
+778
+31% +$167K 0.08% 222
2021
Q4 		$639K Buy
2,515
+2
+0.1% +$562 0.08% 237
2021
Q3 		$682K Sell
2,513
-602
-19% -$153K 0.09% 212
2021
Q2 		$761K Sell
3,115
-430
-12% -$99.1K 0.1% 204
2021
Q1 		$751K Sell
3,545
-514
-13% -$114K 0.11% 185
2020
Q4 		$903K Buy
4,059
+415
+11% +$101K 0.13% 157
2020
Q3 		$916K Sell
3,644
-1,092
-23% -$239K 0.17% 124
2020
Q2 		$887K Buy
4,736
+105
+2% +$17.7K 0.18% 121
2020
Q1 		$667K Buy
+4,631
New +$794K 0.16% 124
2019
Q4 		– Sell
-481
Closed -$71K – 700
2019
Q3 		$71K Buy
481
+16
+3% +$2.43K 0.02% 478
2019
Q2 		$73K Buy
465
+291
+167% +$45.6K 0.02% 458
2019
Q1 		$28K Buy
174
+30
+21% +$4.65K 0.01% 602
2018
Q4 		$20K Buy
+144
New +$19.8K 0.01% 636

Other funds holding CRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Investment Advisory Services's CRM Position: Q2 2026 in Review

Capital Investment Advisory Services increased its Salesforce (CRM) stake by 16% in Q2 2026, buying an estimated $125K and bringing the position to 5,100 shares worth $799K. The position accounts for 0.05% of the portfolio, ranked #348.

Capital Investment Advisory Services first reported a position in CRM in Q4 2018 and has held it in 30 quarters since. The position peaked at $916K in Q3 2020. 2,076 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Capital Investment Advisory Services held 5,100 shares of Salesforce worth $799K as of Q2 2026.
  • Capital Investment Advisory Services bought 713 Salesforce shares in Q2 2026, an estimated $125K.
  • Salesforce made up 0.05% of Capital Investment Advisory Services's portfolio in Q2 2026, its #348 holding.
  • Capital Investment Advisory Services first reported a position in Salesforce in Q4 2018 and has held it in 30 quarters since.
  • Capital Investment Advisory Services's Salesforce position peaked at $916K in Q3 2020.
  • 2,076 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.