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
2026
Q2 		$60.4K Buy
+3,900
New +$686K ﹤0.01% 4751
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 $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

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.