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Centerpoint Advisors’s Salesforce CRM Stock Holding History

Centerpoint 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 		$42K Buy
269
+183
+213% +$32.2K 0.01% 177
2026
Q1 		$16K Hold
86
– – 0.01% 273
2025
Q4 		$23K Hold
86
– – 0.01% 220
2025
Q3 		$20K Buy
+86
New +$21.7K 0.01% 250
2024
Q4 		– Sell
-15
Closed -$4K – 458
2024
Q3 		$4K Hold
15
– – ﹤0.01% 401
2024
Q2 		$4K Hold
15
– – ﹤0.01% 382
2024
Q1 		$5K Hold
15
– – ﹤0.01% 359
2023
Q4 		$4K Sell
15
-4
-21% -$905 ﹤0.01% 364
2023
Q3 		$4K Hold
19
– – ﹤0.01% 398
2023
Q2 		$4K Hold
19
– – ﹤0.01% 401
2023
Q1 		$4K Buy
19
+4
+27% +$676 ﹤0.01% 399
2022
Q4 		$2K Hold
15
– – ﹤0.01% 395
2022
Q3 		$2K Hold
15
– – ﹤0.01% 310
2022
Q2 		$2K Hold
15
– – ﹤0.01% 319
2022
Q1 		$3K Hold
15
– – ﹤0.01% 297
2021
Q4 		$4K Hold
15
– – ﹤0.01% 289
2021
Q3 		$4K Buy
+15
New +$3.81K ﹤0.01% 232

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

Centerpoint Advisors's CRM Position: Q2 2026 in Review

Centerpoint Advisors increased its Salesforce (CRM) stake by 213% in Q2 2026, buying an estimated $32.2K and bringing the position to 269 shares worth $42K. The position accounts for 0.01% of the portfolio, ranked #177.

Centerpoint Advisors first reported a position in CRM in Q3 2021 and has held it in 17 quarters since. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Centerpoint Advisors held 269 shares of Salesforce worth $42K as of Q2 2026.
  • Centerpoint Advisors bought 183 Salesforce shares in Q2 2026, an estimated $32.2K.
  • Salesforce made up 0.01% of Centerpoint Advisors's portfolio in Q2 2026, its #177 holding.
  • Centerpoint Advisors first reported a position in Salesforce in Q3 2021 and has held it in 17 quarters since.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Centerpoint Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.