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Capital Performance Advisors’s Salesforce CRM Stock Holding History

Capital Performance 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 		$623K Sell
3,977
-2,624
-40% -$461K 0.04% 145
2026
Q1 		$1.23M Buy
6,601
+970
+17% +$201K 0.08% 105
2025
Q4 		$1.49M Buy
5,631
+462
+9% +$115K 0.11% 88
2025
Q3 		$1.23M Buy
5,169
+653
+14% +$165K 0.2% 62
2025
Q2 		$1.23M Sell
4,516
-258
-5% -$69K 0.24% 56
2025
Q1 		$1.28M Buy
4,774
+2,786
+140% +$867K 0.28% 52
2024
Q4 		$665K Buy
1,988
+25
+1% +$7.98K 0.21% 49
2024
Q3 		$537K Buy
1,963
+260
+15% +$66.6K 0.16% 48
2024
Q2 		$438K Buy
1,703
+19
+1% +$5.08K 0.17% 49
2024
Q1 		$507K Buy
1,684
+32
+2% +$9.23K 0.19% 46
2023
Q4 		$435K Buy
1,652
+65
+4% +$14.7K 0.19% 40
2023
Q3 		$322K Hold
1,587
– – 0.16% 41
2023
Q2 		$335K Sell
1,587
-36
-2% -$7.35K 0.17% 39
2023
Q1 		$324K Buy
1,623
+23
+1% +$3.88K 0.17% 36
2022
Q4 		$212K Sell
1,600
-25
-2% -$3.65K 0.12% 43
2022
Q3 		$234K Sell
1,625
-77
-5% -$13.1K 0.15% 36
2022
Q2 		$281K Buy
1,702
+77
+5% +$13.6K 0.17% 33
2022
Q1 		$345K Hold
1,625
– – 0.2% 29
2021
Q4 		$346K Buy
+1,625
New +$457K 0.21% 28

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 Performance Advisors's CRM Position: Q2 2026 in Review

Capital Performance Advisors reduced its Salesforce (CRM) stake by 40% in Q2 2026, selling an estimated $461K and leaving 3,977 shares worth $623K. The position accounts for 0.04% of the portfolio, ranked #145.

Capital Performance Advisors first reported a position in CRM in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.49M in Q4 2025. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Capital Performance Advisors held 3,977 shares of Salesforce worth $623K as of Q2 2026.
  • Capital Performance Advisors sold 2,624 Salesforce shares in Q2 2026, an estimated $461K.
  • Salesforce made up 0.04% of Capital Performance Advisors's portfolio in Q2 2026, its #145 holding.
  • Capital Performance Advisors first reported a position in Salesforce in Q4 2021 and has held it in 19 quarters since.
  • Capital Performance Advisors's Salesforce position peaked at $1.49M in Q4 2025.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Capital Performance Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.