CAPTRUST Financial Advisors
CRM icon

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
Q2 		$157K Hold
1,000
– – ﹤0.01% 2949
2026
Q1 		$187K Buy
+1,000
New +$207K ﹤0.01% 2704

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

CAPTRUST Financial Advisors's CRM Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its Salesforce (CRM) stake by 98% in Q2 2026, buying an estimated $56.4M and bringing the position to 648,385 shares worth $102M. The position accounts for 0.16% of the portfolio, ranked #116.

CAPTRUST Financial Advisors first reported a position in CRM in Q4 2017 and has held it in 35 quarters since. 2,480 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • CAPTRUST Financial Advisors held 648,385 shares of Salesforce worth $102M as of Q2 2026.
  • CAPTRUST Financial Advisors bought 320,749 Salesforce shares in Q2 2026, an estimated $56.4M.
  • Salesforce made up 0.16% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #116 holding.
  • CAPTRUST Financial Advisors first reported a position in Salesforce in Q4 2017 and has held it in 35 quarters since.
  • 2,480 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.