Cetera Investment Advisers’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $62.8M | Buy |
400,979
+31,774
| +9% | +$5.59M | 0.06% | 334 |
|
|
2026
Q1 | $68.9M | Sell |
369,205
-20,794
| -5% | -$4.31M | 0.07% | 266 |
|
|
2025
Q4 | $103M | Buy |
389,999
+20,936
| +6% | +$5.2M | 0.11% | 168 |
|
|
2025
Q3 | $87.5M | Buy |
369,063
+5,697
| +2% | +$1.44M | 0.1% | 186 |
|
|
2025
Q2 | $99.1M | Buy |
363,366
+12,405
| +4% | +$3.32M | 0.17% | 115 |
|
|
2025
Q1 | $94.2M | Buy |
350,961
+35,768
| +11% | +$11.1M | 0.18% | 105 |
|
|
2024
Q4 | $105M | Buy |
315,193
+12,086
| +4% | +$3.86M | 0.22% | 85 |
|
|
2024
Q3 | $83M | Buy |
303,107
+5,547
| +2% | +$1.42M | 0.18% | 112 |
|
|
2024
Q2 | $76.5M | Buy |
297,560
+107
| +0% | +$28.6K | 0.18% | 112 |
|
|
2024
Q1 | $89.6M | Buy |
297,453
+245,857
| +477% | +$70.9M | 0.21% | 97 |
|
|
2023
Q4 | $13.6M | Buy |
51,596
+1,611
| +3% | +$365K | 0.11% | 176 |
|
|
2023
Q3 | $10.1M | Buy |
49,985
+470
| +0.9% | +$102K | 0.09% | 214 |
|
|
2023
Q2 | $10.5M | Buy |
49,515
+10,098
| +26% | +$2.06M | 0.09% | 214 |
|
|
2023
Q1 | $7.87M | Buy |
39,417
+7
| +0% | +$1.18K | 0.07% | 263 |
|
|
2022
Q4 | $5.23M | Buy |
39,410
+16,163
| +70% | +$2.36M | 0.05% | 372 |
|
|
2022
Q3 | $3.34M | Sell |
23,247
-18,036
| -44% | -$3.06M | 0.07% | 312 |
|
|
2022
Q2 | $6.81M | Buy |
41,283
+1,846
| +5% | +$326K | 0.11% | 199 |
|
|
2022
Q1 | $8.37M | Buy |
39,437
+2,552
| +7% | +$549K | 0.12% | 178 |
|
|
2021
Q4 | $9.37M | Buy |
36,885
+1,005
| +3% | +$282K | 0.13% | 162 |
|
|
2021
Q3 | $9.73M | Buy |
35,880
+2,401
| +7% | +$610K | 0.15% | 145 |
|
|
2021
Q2 | $8.18M | Buy |
33,479
+4,929
| +17% | +$1.14M | 0.13% | 172 |
|
|
2021
Q1 | $6.05M | Sell |
28,550
-1,657
| -5% | -$369K | 0.12% | 189 |
|
|
2020
Q4 | $6.72M | Buy |
30,207
+28,304
| +1,487% | +$6.88M | 0.13% | 166 |
|
|
2020
Q3 | $478K | Buy |
1,903
+720
| +61% | +$158K | 0.04% | 391 |
|
|
2020
Q2 | $222K | Buy |
+1,183
| New | +$199K | 0.02% | 548 |
|
|
2020
Q1 | – | Sell |
-1,489
| Closed | -$244K | – | 560 |
|
|
2019
Q4 | $244K | Buy |
+1,489
| New | +$233K | 0.02% | 499 |
|
|
2019
Q3 | – | Sell |
-1,858
| Closed | -$282K | – | 542 |
|
|
2019
Q2 | $282K | Buy |
1,858
+143
| +8% | +$22.4K | 0.04% | 398 |
|
|
2019
Q1 | $271K | Buy |
1,715
+80
| +5% | +$12.4K | 0.04% | 389 |
|
|
2018
Q4 | $224K | Buy |
1,635
+206
| +14% | +$28.3K | 0.04% | 402 |
|
|
2018
Q3 | $228K | Buy |
+1,429
| New | +$212K | 0.03% | 429 |
|
Other funds holding CRM
Cetera Investment Advisers's CRM Position: Q2 2026 in Review
Cetera Investment Advisers increased its Salesforce (CRM) stake by 8.6% in Q2 2026, buying an estimated $5.59M and bringing the position to 400,979 shares worth $62.8M. The position accounts for 0.06% of the portfolio, ranked #334.
Cetera Investment Advisers first reported a position in CRM in Q3 2018 and has held it in 30 quarters since. The position peaked at $105M in Q4 2024. 2,486 funds tracked by Wall St. Rank hold CRM as of Q2 2026.
- Cetera Investment Advisers held 400,979 shares of Salesforce worth $62.8M as of Q2 2026.
- Cetera Investment Advisers bought 31,774 Salesforce shares in Q2 2026, an estimated $5.59M.
- Salesforce made up 0.06% of Cetera Investment Advisers's portfolio in Q2 2026, its #334 holding.
- Cetera Investment Advisers first reported a position in Salesforce in Q3 2018 and has held it in 30 quarters since.
- Cetera Investment Advisers's Salesforce position peaked at $105M in Q4 2024.
- 2,486 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.
Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.