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Carson Advisory’s Salesforce CRM Stock Holding History

Carson Advisory’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 		$584K Buy
3,728
+610
+20% +$107K 0.27% 85
2026
Q1 		$582K Buy
3,118
+286
+10% +$59.3K 0.3% 80
2025
Q4 		$750K Buy
2,832
+276
+11% +$68.6K 0.39% 61
2025
Q3 		$606K Buy
2,556
+387
+18% +$97.6K 0.33% 71
2025
Q2 		$591K Buy
2,169
+22
+1% +$5.88K 0.38% 68
2025
Q1 		$576K Buy
2,147
+121
+6% +$37.6K 0.39% 68
2024
Q4 		$677K Buy
2,026
+70
+4% +$22.3K 0.47% 61
2024
Q3 		$535K Buy
1,956
+18
+0.9% +$4.61K 0.34% 79
2024
Q2 		$498K Buy
1,938
+936
+93% +$250K 0.35% 79
2024
Q1 		$302K Buy
1,002
+10
+1% +$2.88K 0.21% 118
2023
Q4 		$261K Sell
992
-111
-10% -$25.1K 0.2% 124
2023
Q3 		$224K Buy
1,103
+21
+2% +$4.54K 0.2% 135
2023
Q2 		$229K Buy
+1,082
New +$221K 0.19% 133

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

Carson Advisory's CRM Position: Q2 2026 in Review

Carson Advisory increased its Salesforce (CRM) stake by 20% in Q2 2026, buying an estimated $107K and bringing the position to 3,728 shares worth $584K. The position accounts for 0.27% of the portfolio, ranked #85.

Carson Advisory first reported a position in CRM in Q2 2023 and has held it in 13 quarters since. The position peaked at $750K in Q4 2025. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Carson Advisory held 3,728 shares of Salesforce worth $584K as of Q2 2026.
  • Carson Advisory bought 610 Salesforce shares in Q2 2026, an estimated $107K.
  • Salesforce made up 0.27% of Carson Advisory's portfolio in Q2 2026, its #85 holding.
  • Carson Advisory first reported a position in Salesforce in Q2 2023 and has held it in 13 quarters since.
  • Carson Advisory's Salesforce position peaked at $750K in Q4 2025.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Carson Advisory's 13F filing for Q2 2026, filed 11 Aug 2026.