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Cary Street Partners Investment Advisory’s Salesforce CRM Stock Holding History

Cary Street Partners Investment 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 		$297K Sell
1,897
-886
-32% -$156K 0.06% 301
2026
Q1 		$520K Sell
2,783
-1,253
-31% -$260K 0.13% 173
2025
Q4 		$1.07M Buy
4,036
+511
+14% +$127K 0.29% 93
2025
Q3 		$835K Sell
3,525
-129
-4% -$32.5K 0.35% 59
2025
Q2 		$996K Buy
3,654
+1,106
+43% +$296K 0.48% 46
2025
Q1 		$684K Buy
2,548
+120
+5% +$37.3K 0.39% 54
2024
Q4 		$812K Sell
2,428
-30,076
-93% -$9.6M 0.53% 42
2024
Q3 		$8.9M Sell
32,504
-511
-2% -$131K 0.33% 78
2024
Q2 		$8.49M Buy
33,015
+156
+0.5% +$41.7K 0.34% 72
2024
Q1 		$9.89M Buy
32,859
+2,445
+8% +$705K 0.42% 64
2023
Q4 		$8M Buy
30,414
+962
+3% +$218K 0.38% 72
2023
Q3 		$5.97M Buy
29,452
+3,137
+12% +$678K 0.32% 87
2023
Q2 		$5.56M Buy
26,315
+1,105
+4% +$226K 0.36% 74
2023
Q1 		$5.04M Buy
25,210
+331
+1% +$55.9K 0.36% 75
2022
Q4 		$3.3M Sell
24,879
-7,467
-23% -$1.09M 0.24% 108
2022
Q3 		$4.65M Buy
32,346
+1,700
+6% +$288K 0.38% 72
2022
Q2 		$5.06M Buy
30,646
+29,597
+2,821% +$5.23M 0.43% 69
2022
Q1 		$223K Sell
1,049
-226
-18% -$48.6K 0.06% 251
2021
Q4 		$324K Buy
1,275
+397
+45% +$112K 0.09% 199
2021
Q3 		$238K Buy
878
+50
+6% +$12.7K 0.08% 218
2021
Q2 		$202K Buy
+828
New +$191K 0.07% 239
2021
Q1 		– Sell
-971
Closed -$216K – 332
2020
Q4 		$216K Buy
971
+313
+48% +$76.1K 0.04% 318
2020
Q3 		$165K Buy
+658
New +$144K 0.03% 285

Other funds holding CRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Cary Street Partners Investment Advisory's CRM Position: Q2 2026 in Review

Cary Street Partners Investment Advisory reduced its Salesforce (CRM) stake by 32% in Q2 2026, selling an estimated $156K and leaving 1,897 shares worth $297K. The position accounts for 0.06% of the portfolio, ranked #301.

Cary Street Partners Investment Advisory first reported a position in CRM in Q3 2020 and has held it in 23 quarters since. The position peaked at $9.89M in Q1 2024. 1,795 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Cary Street Partners Investment Advisory held 1,897 shares of Salesforce worth $297K as of Q2 2026.
  • Cary Street Partners Investment Advisory sold 886 Salesforce shares in Q2 2026, an estimated $156K.
  • Salesforce made up 0.06% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #301 holding.
  • Cary Street Partners Investment Advisory first reported a position in Salesforce in Q3 2020 and has held it in 23 quarters since.
  • Cary Street Partners Investment Advisory's Salesforce position peaked at $9.89M in Q1 2024.
  • 1,795 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.