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 Q2	$8.57K	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

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

VPI

Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Cedar Mountain Advisors's CRM Position: Q2 2026 in Review

Cedar Mountain Advisors reduced its Salesforce (CRM) stake by 45% in Q2 2026, selling an estimated $7.91K and leaving 55 shares worth $8.57K. The position accounts for ﹤0.01% of the portfolio, ranked #535.

Cedar Mountain Advisors first reported a position in CRM in Q4 2019 and has held it in 27 quarters since. The position peaked at $34.2K in Q4 2024. 440 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Cedar Mountain Advisors held 55 shares of Salesforce worth $8.57K as of Q2 2026.
Cedar Mountain Advisors sold 45 Salesforce shares in Q2 2026, an estimated $7.91K.
Salesforce made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q2 2026, its #535 holding.
Cedar Mountain Advisors first reported a position in Salesforce in Q4 2019 and has held it in 27 quarters since.
Cedar Mountain Advisors's Salesforce position peaked at $34.2K in Q4 2024.
440 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.