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Clearstead Advisors’s Salesforce CRM Stock Holding History

Clearstead 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 		$16.1M Buy
102,787
+9,255
+10% +$1.63M 0.15% 119
2026
Q1 		$17.5M Buy
93,532
+12,739
+16% +$2.64M 0.16% 117
2025
Q4 		$21.4M Buy
80,793
+2,656
+3% +$660K 0.27% 79
2025
Q3 		$18.5M Buy
78,137
+817
+1% +$206K 0.24% 89
2025
Q2 		$21.1M Buy
77,320
+4,402
+6% +$1.18M 0.3% 78
2025
Q1 		$19.6M Sell
72,918
-1,076
-1% -$335K 0.3% 76
2024
Q4 		$24.7M Buy
73,994
+1,062
+1% +$339K 0.38% 58
2024
Q3 		$20M Sell
72,932
-894
-1% -$229K 0.31% 75
2024
Q2 		$19M Buy
73,826
+59,981
+433% +$16M 0.32% 66
2024
Q1 		$3.84M Buy
13,845
+239
+2% +$69K 0.19% 95
2023
Q4 		$3.58M Sell
13,606
-14,489
-52% -$3.28M 0.19% 101
2023
Q3 		$5.7M Buy
28,095
+14,059
+100% +$3.04M 0.17% 108
2023
Q2 		$2.97M Buy
14,036
+4,287
+44% +$875K 0.18% 101
2023
Q1 		$1.95M Sell
9,749
-682
-7% -$115K 0.14% 125
2022
Q4 		$1.38M Sell
10,431
-5,602
-35% -$817K 0.11% 147
2022
Q3 		$2.31M Sell
16,033
-1,350
-8% -$229K 0.21% 91
2022
Q2 		$2.87M Buy
17,383
+3,949
+29% +$698K 0.22% 89
2022
Q1 		$2.85M Buy
13,434
+2,623
+24% +$565K 0.19% 99
2021
Q4 		$2.75M Buy
10,811
+444
+4% +$125K 0.19% 103
2021
Q3 		$2.81M Buy
10,367
+933
+10% +$237K 0.21% 96
2021
Q2 		$2.3M Buy
9,434
+72
+0.8% +$16.6K 0.18% 104
2021
Q1 		$1.98M Buy
9,362
+400
+4% +$89K 0.17% 108
2020
Q4 		$1.99M Buy
8,962
+4,634
+107% +$1.13M 0.18% 100
2020
Q3 		$1.09M Buy
4,328
+1,007
+30% +$220K 0.12% 129
2020
Q2 		$622K Buy
3,321
+65
+2% +$11K 0.07% 164
2020
Q1 		$469K Sell
3,256
-798
-20% -$137K 0.07% 160
2019
Q4 		$659K Buy
4,054
+1,340
+49% +$210K 0.08% 149
2019
Q3 		$403K Buy
2,714
+196
+8% +$29.8K 0.05% 186
2019
Q2 		$382K Buy
+2,518
New +$395K 0.05% 198

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

Clearstead Advisors's CRM Position: Q2 2026 in Review

Clearstead Advisors increased its Salesforce (CRM) stake by 9.9% in Q2 2026, buying an estimated $1.63M and bringing the position to 102,787 shares worth $16.1M. The position accounts for 0.15% of the portfolio, ranked #119.

Clearstead Advisors first reported a position in CRM in Q2 2019 and has held it in 29 quarters since. The position peaked at $24.7M in Q4 2024. 1,527 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Clearstead Advisors held 102,787 shares of Salesforce worth $16.1M as of Q2 2026.
  • Clearstead Advisors bought 9,255 Salesforce shares in Q2 2026, an estimated $1.63M.
  • Salesforce made up 0.15% of Clearstead Advisors's portfolio in Q2 2026, its #119 holding.
  • Clearstead Advisors first reported a position in Salesforce in Q2 2019 and has held it in 29 quarters since.
  • Clearstead Advisors's Salesforce position peaked at $24.7M in Q4 2024.
  • 1,527 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.