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CBIZ Investment Advisory Services’s Salesforce CRM Stock Holding History

CBIZ Investment Advisory Services’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 		$10.8K Hold
58
– – ﹤0.01% 160
2026
Q1 		$10.8K Sell
58
-141
-71% -$29.2K ﹤0.01% 160
2025
Q4 		$52.8K Buy
199
+52
+35% +$12.9K ﹤0.01% 136
2025
Q3 		$34.9K Buy
147
+14
+11% +$3.53K ﹤0.01% 172
2025
Q2 		$36.3K Buy
133
+21
+19% +$5.61K ﹤0.01% 164
2025
Q1 		$30.1K Buy
112
+85
+315% +$26.4K ﹤0.01% 167
2024
Q4 		$9.03K Buy
27
+19
+238% +$6.06K ﹤0.01% 286
2024
Q3 		$2.19K Buy
+8
New +$2.05K ﹤0.01% 336
2020
Q1 		– Hold
0
– – – 98

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 $3.38T AUM 44.17% 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

CBIZ Investment Advisory Services's CRM Position: Q2 2026 in Review

CBIZ Investment Advisory Services held its Salesforce (CRM) position steady in Q2 2026 at 58 shares worth $10.8K. The position accounts for ﹤0.01% of the portfolio, ranked #160.

CBIZ Investment Advisory Services first reported a position in CRM in Q3 2024 and has held it in 8 quarters since. The position peaked at $52.8K in Q4 2025. 2,494 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • CBIZ Investment Advisory Services held 58 shares of Salesforce worth $10.8K as of Q2 2026.
  • CBIZ Investment Advisory Services left its Salesforce share count unchanged in Q2 2026.
  • Salesforce made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q2 2026, its #160 holding.
  • CBIZ Investment Advisory Services first reported a position in Salesforce in Q3 2024 and has held it in 8 quarters since.
  • CBIZ Investment Advisory Services's Salesforce position peaked at $52.8K in Q4 2025.
  • 2,494 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.