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CCM Investment Advisers’s Salesforce CRM Stock Holding History

CCM Investment Advisers’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 		$1.1M Sell
7,000
-7,038
-50% -$1.24M 0.08% 64
2026
Q1 		$2.62M Sell
14,038
-2,667
-16% -$553K 0.25% 63
2025
Q4 		$4.43M Sell
16,705
-3,619
-18% -$899K 0.42% 57
2025
Q3 		$4.82M Sell
20,324
-44,937
-69% -$11.3M 0.47% 57
2025
Q2 		$17.8M Buy
65,261
+333
+0.5% +$89K 1.92% 20
2025
Q1 		$17.4M Sell
64,928
-2,376
-4% -$739K 2.14% 15
2024
Q4 		$22.5M Buy
67,304
+153
+0.2% +$48.8K 2.49% 10
2024
Q3 		$18.4M Buy
67,151
+1,981
+3% +$507K 2.05% 14
2024
Q2 		$16.8M Buy
65,170
+572
+0.9% +$153K 1.97% 15
2024
Q1 		$19.5M Sell
64,598
-7,205
-10% -$2.08M 2.33% 10
2023
Q4 		$18.9M Sell
71,803
-3,774
-5% -$854K 2.33% 10
2023
Q3 		$15.3M Sell
75,577
-1,052
-1% -$227K 2.11% 15
2023
Q2 		$16.2M Sell
76,629
-690
-0.9% -$141K 2.17% 11
2023
Q1 		$15.4M Buy
77,319
+5,369
+7% +$907K 2.19% 9
2022
Q4 		$9.54M Buy
+71,950
New +$10.5M 1.52% 38

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

CCM Investment Advisers's CRM Position: Q2 2026 in Review

CCM Investment Advisers reduced its Salesforce (CRM) stake by 50% in Q2 2026, selling an estimated $1.24M and leaving 7,000 shares worth $1.1M. The position accounts for 0.08% of the portfolio, ranked #64.

CCM Investment Advisers first reported a position in CRM in Q4 2022 and has held it in 15 quarters since. The position peaked at $22.5M in Q4 2024. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • CCM Investment Advisers held 7,000 shares of Salesforce worth $1.1M as of Q2 2026.
  • CCM Investment Advisers sold 7,038 Salesforce shares in Q2 2026, an estimated $1.24M.
  • Salesforce made up 0.08% of CCM Investment Advisers's portfolio in Q2 2026, its #64 holding.
  • CCM Investment Advisers first reported a position in Salesforce in Q4 2022 and has held it in 15 quarters since.
  • CCM Investment Advisers's Salesforce position peaked at $22.5M in Q4 2024.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on CCM Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.