CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Salesforce CRM Stock Holding History

CAPTRUST Financial 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
Q1 		$187K Buy
+1,000
New +$207K ﹤0.01% 2704

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

CAPTRUST Financial Advisors's CRM Position: Q1 2026 in Review

CAPTRUST Financial Advisors increased its Salesforce (CRM) stake by 154% in Q1 2026, buying an estimated $41.2M and bringing the position to 327,636 shares worth $61.2M. The position accounts for 0.11% of the portfolio, ranked #168.

CAPTRUST Financial Advisors first reported a position in CRM in Q4 2017 and has held it in 34 quarters since. The position peaked at $81.8M in Q4 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • CAPTRUST Financial Advisors held 327,636 shares of Salesforce worth $61.2M as of Q1 2026.
  • CAPTRUST Financial Advisors bought 198,864 Salesforce shares in Q1 2026, an estimated $41.2M.
  • Salesforce made up 0.11% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #168 holding.
  • CAPTRUST Financial Advisors first reported a position in Salesforce in Q4 2017 and has held it in 34 quarters since.
  • CAPTRUST Financial Advisors's Salesforce position peaked at $81.8M in Q4 2024.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.