Cedar Mountain Advisors
CRM icon

Cedar Mountain Advisors’s Salesforce CRM Stock Holding History

Cedar Mountain 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
Q3 		$12.6K Hold
55
– – ﹤0.01% 409
2026
Q2 		$8.58K Sell
55
-45
-45% -$7.91K ﹤0.01% 535
2026
Q1 		$18.6K Sell
100
-23
-19% -$4.76K ﹤0.01% 314
2025
Q4 		$32.5K Buy
123
+10
+9% +$2.48K 0.01% 145
2025
Q3 		$26.9K Buy
113
+14
+14% +$3.53K 0.01% 157
2025
Q2 		$27.1K Hold
99
– – 0.01% 135
2025
Q1 		$26.6K Sell
99
-3
-3% -$933 0.01% 135
2024
Q4 		$34.2K Sell
102
-9
-8% -$2.87K 0.01% 118
2024
Q3 		$30.4K Hold
111
– – 0.01% 117
2024
Q2 		$28.6K Hold
111
– – 0.01% 109
2024
Q1 		$33.4K Hold
111
– – 0.01% 99
2023
Q4 		$29.2K Hold
111
– – 0.01% 104
2023
Q3 		$22.5K Hold
111
– – 0.01% 109
2023
Q2 		$23.4K Hold
111
– – 0.01% 112
2023
Q1 		$22.2K Hold
111
– – 0.01% 108
2022
Q4 		$14.7K Hold
111
– – ﹤0.01% 127
2022
Q3 		$16K Hold
111
– – 0.01% 121
2022
Q2 		$18K Hold
111
– – 0.01% 117
2022
Q1 		$24K Hold
111
– – 0.01% 114
2021
Q4 		$28K Hold
111
– – 0.01% 107
2021
Q3 		$30K Hold
111
– – 0.01% 100
2021
Q2 		$27K Buy
111
+61
+122% +$14.1K 0.01% 99
2021
Q1 		$11K Hold
50
– – ﹤0.01% 163
2020
Q4 		$11K Hold
50
– – ﹤0.01% 167
2020
Q3 		$13K Hold
50
– – 0.01% 137
2020
Q2 		$9K Hold
50
– – ﹤0.01% 158
2020
Q1 		$7K Hold
50
– – ﹤0.01% 141
2019
Q4 		$8K Buy
+50
New +$7.84K ﹤0.01% 148

Other funds holding CRM

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

Cedar Mountain Advisors's CRM Position: Q3 2026 in Review

Cedar Mountain Advisors held its Salesforce (CRM) position steady in Q3 2026 at 55 shares worth $12.6K. The position accounts for ﹤0.01% of the portfolio, ranked #409.

Cedar Mountain Advisors first reported a position in CRM in Q4 2019 and has held it in 28 quarters since. The position peaked at $34.2K in Q4 2024. 2,342 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

  • Cedar Mountain Advisors held 55 shares of Salesforce worth $12.6K as of Q3 2026.
  • Cedar Mountain Advisors left its Salesforce share count unchanged in Q3 2026.
  • Salesforce made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q3 2026, its #409 holding.
  • Cedar Mountain Advisors first reported a position in Salesforce in Q4 2019 and has held it in 28 quarters since.
  • Cedar Mountain Advisors's Salesforce position peaked at $34.2K in Q4 2024.
  • 2,342 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on Cedar Mountain Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.