Cetera Investment Advisers
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Cetera Investment Advisers’s Salesforce CRM Stock Holding History

Cetera Investment Advisers’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
2024
Q3 		– Sell
-1,000
Closed -$3.3K – 3769
2024
Q2 		$3.3K Buy
+1,000
New +$268K ﹤0.01% 3691

Other funds holding CRM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Cetera Investment Advisers's CRM Position: Q1 2026 in Review

Cetera Investment Advisers reduced its Salesforce (CRM) stake by 5.3% in Q1 2026, selling an estimated $4.31M and leaving 369,205 shares worth $68.9M. The position accounts for 0.07% of the portfolio, ranked #266.

Cetera Investment Advisers first reported a position in CRM in Q3 2018 and has held it in 29 quarters since. The position peaked at $105M in Q4 2024. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Cetera Investment Advisers held 369,205 shares of Salesforce worth $68.9M as of Q1 2026.
  • Cetera Investment Advisers sold 20,794 Salesforce shares in Q1 2026, an estimated $4.31M.
  • Salesforce made up 0.07% of Cetera Investment Advisers's portfolio in Q1 2026, its #266 holding.
  • Cetera Investment Advisers first reported a position in Salesforce in Q3 2018 and has held it in 29 quarters since.
  • Cetera Investment Advisers's Salesforce position peaked at $105M in Q4 2024.
  • 2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.