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Childress Capital Advisors’s Salesforce CRM Stock Holding History

Childress Capital 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 		$882K Sell
5,627
-1,321
-19% -$232K 0.14% 104
2026
Q1 		$1.3M Buy
6,948
+1,349
+24% +$279K 0.23% 63
2025
Q4 		$1.48M Buy
5,599
+2,001
+56% +$497K 0.24% 61
2025
Q3 		$853K Buy
3,598
+894
+33% +$225K 0.16% 96
2025
Q2 		$737K Buy
2,704
+218
+9% +$58.3K 0.19% 86
2025
Q1 		$667K Sell
2,486
-50
-2% -$15.6K 0.19% 76
2024
Q4 		$848K Buy
2,536
+154
+6% +$49.1K 0.24% 63
2024
Q3 		$652K Buy
2,382
+143
+6% +$36.6K 0.18% 84
2024
Q2 		$576K Sell
2,239
-113
-5% -$30.2K 0.16% 89
2024
Q1 		$708K Buy
2,352
+90
+4% +$26K 0.21% 74
2023
Q4 		$595K Sell
2,262
-272
-11% -$61.6K 0.18% 77
2023
Q3 		$514K Buy
+2,534
New +$548K 0.17% 85
2023
Q2 		– Sell
-1,515
Closed -$303K – 82
2023
Q1 		$303K Sell
1,515
-523
-26% -$88.3K 0.13% 62
2022
Q4 		$270K Buy
2,038
+291
+17% +$42.5K 0.09% 147
2022
Q3 		$263K Sell
1,747
-239
-12% -$40.5K 0.1% 136
2022
Q2 		$328K Sell
1,986
-354
-15% -$62.5K 0.13% 114
2022
Q1 		$496K Buy
2,340
+414
+21% +$89.1K 0.17% 98
2021
Q4 		$489K Buy
1,926
+63
+3% +$17.7K 0.2% 86
2021
Q3 		$505K Sell
1,863
-26
-1% -$6.6K 0.21% 92
2021
Q2 		$461K Buy
1,889
+249
+15% +$57.4K 0.21% 83
2021
Q1 		$347K Buy
1,640
+962
+142% +$214K 0.16% 117
2020
Q4 		$151K Buy
+678
New +$165K 0.09% 113

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

Childress Capital Advisors's CRM Position: Q2 2026 in Review

Childress Capital Advisors reduced its Salesforce (CRM) stake by 19% in Q2 2026, selling an estimated $232K and leaving 5,627 shares worth $882K. The position accounts for 0.14% of the portfolio, ranked #104.

Childress Capital Advisors first reported a position in CRM in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.48M in Q4 2025. 2,481 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Childress Capital Advisors held 5,627 shares of Salesforce worth $882K as of Q2 2026.
  • Childress Capital Advisors sold 1,321 Salesforce shares in Q2 2026, an estimated $232K.
  • Salesforce made up 0.14% of Childress Capital Advisors's portfolio in Q2 2026, its #104 holding.
  • Childress Capital Advisors first reported a position in Salesforce in Q4 2020 and has held it in 22 quarters since.
  • Childress Capital Advisors's Salesforce position peaked at $1.48M in Q4 2025.
  • 2,481 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Childress Capital Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.