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COFG Advisors’s Salesforce CRM Stock Holding History

COFG 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 		$206K Sell
1,315
-187
-12% -$32.9K 0.04% 305
2026
Q1 		$280K Buy
1,502
+526
+54% +$109K 0.07% 186
2025
Q4 		$259K Buy
+976
New +$243K 0.06% 191

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

COFG Advisors's CRM Position: Q2 2026 in Review

COFG Advisors reduced its Salesforce (CRM) stake by 12% in Q2 2026, selling an estimated $32.9K and leaving 1,315 shares worth $206K. The position accounts for 0.04% of the portfolio, ranked #305.

COFG Advisors first reported a position in CRM in Q4 2025 and has held it in 3 quarters since. The position peaked at $280K in Q1 2026. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • COFG Advisors held 1,315 shares of Salesforce worth $206K as of Q2 2026.
  • COFG Advisors sold 187 Salesforce shares in Q2 2026, an estimated $32.9K.
  • Salesforce made up 0.04% of COFG Advisors's portfolio in Q2 2026, its #305 holding.
  • COFG Advisors first reported a position in Salesforce in Q4 2025 and has held it in 3 quarters since.
  • COFG Advisors's Salesforce position peaked at $280K in Q1 2026.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on COFG Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.