CA
CRM icon

CGN Advisors’s Salesforce CRM Stock Holding History

CGN 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 		$2.26M Sell
14,431
-494
-3% -$86.9K 0.17% 121
2026
Q1 		$2.79M Buy
14,925
+596
+4% +$123K 0.22% 95
2025
Q4 		$3.8M Buy
14,329
+1,418
+11% +$352K 0.3% 64
2025
Q3 		$3.06M Buy
12,911
+307
+2% +$77.4K 0.25% 81
2025
Q2 		$3.44M Buy
12,604
+1,169
+10% +$313K 0.31% 67
2025
Q1 		$3.07M Buy
11,435
+933
+9% +$290K 0.3% 77
2024
Q4 		$3.51M Sell
10,502
-2,538
-19% -$810K 0.34% 66
2024
Q3 		$3.57M Buy
13,040
+582
+5% +$149K 0.36% 66
2024
Q2 		$3.2M Buy
12,458
+203
+2% +$54.3K 0.37% 67
2024
Q1 		$3.69M Buy
12,255
+134
+1% +$38.7K 0.47% 44
2023
Q4 		$3.19M Sell
12,121
-353
-3% -$79.9K 0.44% 53
2023
Q3 		$2.53M Buy
12,474
+213
+2% +$46K 0.34% 82
2023
Q2 		$2.59M Sell
12,261
-1,546
-11% -$316K 0.37% 75
2023
Q1 		$2.76M Buy
13,807
+752
+6% +$127K 0.43% 62
2022
Q4 		$1.73M Buy
13,055
+5,804
+80% +$847K 0.3% 91
2022
Q3 		$1.04M Buy
7,251
+1,699
+31% +$288K 0.26% 103
2022
Q2 		$916K Buy
5,552
+1,142
+26% +$202K 0.26% 97
2022
Q1 		$936K Buy
4,410
+1,175
+36% +$253K 0.23% 96
2021
Q4 		$822K Buy
3,235
+232
+8% +$65.2K 0.21% 103
2021
Q3 		$814K Buy
3,003
+499
+20% +$127K 0.27% 85
2021
Q2 		$612K Buy
2,504
+78
+3% +$18K 0.19% 114
2021
Q1 		$514K Sell
2,426
-17
-0.7% -$3.79K 0.18% 116
2020
Q4 		$544K Buy
+2,443
New +$594K 0.22% 103

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

CGN Advisors's CRM Position: Q2 2026 in Review

CGN Advisors reduced its Salesforce (CRM) stake by 3.3% in Q2 2026, selling an estimated $86.9K and leaving 14,431 shares worth $2.26M. The position accounts for 0.17% of the portfolio, ranked #121.

CGN Advisors first reported a position in CRM in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.8M in Q4 2025. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • CGN Advisors held 14,431 shares of Salesforce worth $2.26M as of Q2 2026.
  • CGN Advisors sold 494 Salesforce shares in Q2 2026, an estimated $86.9K.
  • Salesforce made up 0.17% of CGN Advisors's portfolio in Q2 2026, its #121 holding.
  • CGN Advisors first reported a position in Salesforce in Q4 2020 and has held it in 23 quarters since.
  • CGN Advisors's Salesforce position peaked at $3.8M in Q4 2025.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on CGN Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.