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Carrera Capital Advisors’s Salesforce CRM Stock Holding History

Carrera Capital 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 		– Sell
-1,069
Closed -$284K – 193
2025
Q4 		$284K Buy
1,069
+153
+17% +$38K 0.05% 135
2025
Q3 		$217K Sell
916
-1,266
-58% -$319K 0.04% 137
2025
Q2 		$596K Buy
2,182
+1,365
+167% +$365K 0.12% 81
2025
Q1 		$219K Sell
817
-20
-2% -$6.22K 0.05% 144
2024
Q4 		$280K Buy
837
+74
+10% +$23.6K 0.07% 121
2024
Q3 		$209K Buy
+763
New +$195K 0.05% 105

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Carrera Capital Advisors's CRM Position: Q1 2026 in Review

Carrera Capital Advisors sold out of Salesforce (CRM) in Q1 2026, closing a stake of 1,069 shares — an estimated $284K sold.

Carrera Capital Advisors first reported a position in CRM in Q3 2024 and held it in 6 quarters. The position peaked at $596K in Q2 2025. 2,694 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Carrera Capital Advisors reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
  • Carrera Capital Advisors sold 1,069 Salesforce shares in Q1 2026, an estimated $284K.
  • Carrera Capital Advisors first reported a position in Salesforce in Q3 2024 and held it in 6 quarters.
  • Carrera Capital Advisors's Salesforce position peaked at $596K in Q2 2025.
  • 2,694 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Carrera Capital Advisors's 13F filing for Q1 2026, filed 4 May 2026.