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Cerro Pacific Wealth Advisors’s Salesforce CRM Stock Holding History

Cerro Pacific Wealth 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 		$225K Sell
1,435
-31
-2% -$5.45K 0.05% 159
2026
Q1 		$274K Buy
1,466
+21
+1% +$4.35K 0.07% 136
2025
Q4 		$383K Sell
1,445
-12
-0.8% -$2.98K 0.1% 115
2025
Q3 		$345K Sell
1,457
-145
-9% -$36.6K 0.09% 120
2025
Q2 		$437K Buy
1,602
+2
+0.1% +$535 0.12% 111
2025
Q1 		$535K Buy
1,600
+9
+0.6% +$2.8K 0.17% 98
2024
Q4 		$435K Buy
1,591
+18
+1% +$5.75K 0.14% 107
2024
Q3 		$404K Hold
1,573
– – 0.15% 108
2024
Q2 		$404K Buy
+1,573
New +$421K 0.15% 109
2023
Q1 		$324K Sell
1,624
-75
-4% -$12.7K 0.18% 113
2022
Q4 		$225K Sell
1,699
-57
-3% -$8.32K 0.12% 147
2022
Q3 		$253K Buy
1,756
+63
+4% +$10.7K 0.15% 128
2022
Q2 		$279K Sell
1,693
-10
-0.6% -$1.77K 0.17% 126
2022
Q1 		$362K Buy
1,703
+201
+13% +$43.3K 0.22% 102
2021
Q4 		$382K Buy
1,502
+63
+4% +$17.7K 0.24% 99
2021
Q3 		$390K Sell
1,439
-9
-0.6% -$2.29K 0.28% 98
2021
Q2 		$354K Buy
+1,448
New +$334K 0.26% 102
2020
Q4 		$377K Buy
+1,696
New +$412K 0.22% 85

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

Cerro Pacific Wealth Advisors's CRM Position: Q2 2026 in Review

Cerro Pacific Wealth Advisors reduced its Salesforce (CRM) stake by 2.1% in Q2 2026, selling an estimated $5.45K and leaving 1,435 shares worth $225K. The position accounts for 0.05% of the portfolio, ranked #159.

Cerro Pacific Wealth Advisors first reported a position in CRM in Q4 2020 and has held it in 18 quarters since. The position peaked at $535K in Q1 2025. 2,475 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Cerro Pacific Wealth Advisors held 1,435 shares of Salesforce worth $225K as of Q2 2026.
  • Cerro Pacific Wealth Advisors sold 31 Salesforce shares in Q2 2026, an estimated $5.45K.
  • Salesforce made up 0.05% of Cerro Pacific Wealth Advisors's portfolio in Q2 2026, its #159 holding.
  • Cerro Pacific Wealth Advisors first reported a position in Salesforce in Q4 2020 and has held it in 18 quarters since.
  • Cerro Pacific Wealth Advisors's Salesforce position peaked at $535K in Q1 2025.
  • 2,475 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Cerro Pacific Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.