CCA
CRM icon

Checchi Capital Advisers’s Salesforce CRM Stock Holding History

Checchi Capital 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 		$2.92M Sell
18,662
-1,494
-7% -$263K 0.13% 113
2026
Q1 		$3.76M Buy
20,156
+6,000
+42% +$1.24M 0.19% 91
2025
Q4 		$3.75M Sell
14,156
-987
-7% -$245K 0.19% 88
2025
Q3 		$3.59M Sell
15,143
-1,215
-7% -$306K 0.19% 91
2025
Q2 		$4.46M Sell
16,358
-973
-6% -$260K 0.25% 77
2025
Q1 		$4.65M Buy
17,331
+522
+3% +$162K 0.25% 73
2024
Q4 		$5.62M Sell
16,809
-4,388
-21% -$1.4M 0.33% 62
2024
Q3 		$5.8M Buy
21,197
+548
+3% +$140K 0.32% 58
2024
Q2 		$5.31M Sell
20,649
-1,181
-5% -$316K 0.27% 60
2024
Q1 		$6.57M Buy
21,830
+357
+2% +$103K 0.51% 56
2023
Q4 		$5.65M Sell
21,473
-157
-0.7% -$35.5K 0.46% 59
2023
Q3 		$4.39M Sell
21,630
-175
-0.8% -$37.8K 0.41% 61
2023
Q2 		$4.61M Buy
21,805
+1,573
+8% +$321K 0.41% 59
2023
Q1 		$4.04M Buy
20,232
+11
+0.1% +$1.86K 0.39% 61
2022
Q4 		$2.68M Sell
20,221
-1,506
-7% -$220K 0.28% 78
2022
Q3 		$3.13M Buy
21,727
+12,344
+132% +$2.09M 0.29% 80
2022
Q2 		$1.73M Buy
9,383
+1,645
+21% +$291K 0.15% 114
2022
Q1 		$1.64M Buy
7,738
+283
+4% +$60.9K 0.14% 108
2021
Q4 		$1.9M Sell
7,455
-7
-0.1% -$1.97K 0.17% 102
2021
Q3 		$2.02M Sell
7,462
-350
-4% -$88.9K 0.2% 86
2021
Q2 		$1.91M Sell
7,812
-13,109
-63% -$3.02M 0.19% 99
2021
Q1 		$4.43M Buy
20,921
+229
+1% +$51K 0.44% 39
2020
Q4 		$4.61M Sell
20,692
-1,328
-6% -$323K 0.47% 35
2020
Q3 		$5.53M Buy
22,020
+14,644
+199% +$3.21M 0.61% 22
2020
Q2 		$1.38M Buy
7,376
+542
+8% +$91.3K 0.17% 92
2020
Q1 		$984K Sell
6,834
-57
-0.8% -$9.77K 0.09% 100
2019
Q4 		$1.12M Buy
6,891
+895
+15% +$140K 0.15% 104
2019
Q3 		$890K Buy
5,996
+286
+5% +$43.5K 0.12% 116
2019
Q2 		$866K Buy
5,710
+805
+16% +$126K 0.11% 122
2019
Q1 		$777K Sell
4,905
-95
-2% -$14.7K 0.09% 126
2018
Q4 		$685K Sell
5,000
-1,231
-20% -$169K 0.09% 133
2018
Q3 		$991K Buy
6,231
+429
+7% +$63.7K 0.11% 119
2018
Q2 		$791K Buy
5,802
+146
+3% +$18.6K 0.1% 133
2018
Q1 		$658K Buy
5,656
+250
+5% +$28.7K 0.09% 149
2017
Q4 		$553K Buy
5,406
+1,055
+24% +$108K 0.07% 178
2017
Q3 		$406K Sell
4,351
-198
-4% -$18.2K 0.04% 210
2017
Q2 		$394K Sell
4,549
-636
-12% -$55.4K 0.04% 218
2017
Q1 		$428K Buy
5,185
+451
+10% +$36K 0.05% 201
2016
Q4 		$324K Sell
4,734
-412
-8% -$29.9K 0.04% 246
2016
Q3 		$367K Buy
5,146
+902
+21% +$70.3K 0.04% 216
2016
Q2 		$337K Buy
4,244
+159
+4% +$12.5K 0.04% 221
2016
Q1 		$302K Sell
4,085
-642
-14% -$44.2K 0.07% 237
2015
Q4 		$371K Buy
4,727
+762
+19% +$59.5K 0.09% 193
2015
Q3 		$275K Buy
3,965
+268
+7% +$19K 0.07% 232
2015
Q2 		$257K Sell
3,697
-405
-10% -$28.8K 0.07% 266
2015
Q1 		$274K Buy
4,102
+590
+17% +$36.6K 0.08% 245
2014
Q4 		$208K Buy
+3,512
New +$207K 0.08% 285

Other funds holding CRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Checchi Capital Advisers's CRM Position: Q2 2026 in Review

Checchi Capital Advisers reduced its Salesforce (CRM) stake by 7.4% in Q2 2026, selling an estimated $263K and leaving 18,662 shares worth $2.92M. The position accounts for 0.13% of the portfolio, ranked #113.

Checchi Capital Advisers first reported a position in CRM in Q4 2014 and has held it in 47 quarters since. The position peaked at $6.57M in Q1 2024. 1,527 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Checchi Capital Advisers held 18,662 shares of Salesforce worth $2.92M as of Q2 2026.
  • Checchi Capital Advisers sold 1,494 Salesforce shares in Q2 2026, an estimated $263K.
  • Salesforce made up 0.13% of Checchi Capital Advisers's portfolio in Q2 2026, its #113 holding.
  • Checchi Capital Advisers first reported a position in Salesforce in Q4 2014 and has held it in 47 quarters since.
  • Checchi Capital Advisers's Salesforce position peaked at $6.57M in Q1 2024.
  • 1,527 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Checchi Capital Advisers's 13F filing for Q2 2026, filed 4 Aug 2026.