CA
CRM icon

Continuum Advisory’s Salesforce CRM Stock Holding History

Continuum Advisory’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 		$350K Sell
2,234
-4,906
-69% -$863K 0.03% 352
2026
Q1 		$1.33M Sell
7,140
-18,703
-72% -$3.88M 0.13% 155
2025
Q4 		$6.85M Buy
25,843
+3,619
+16% +$899K 0.69% 27
2025
Q3 		$5.27M Buy
22,224
+2,043
+10% +$515K 0.56% 40
2025
Q2 		$5.5M Buy
20,181
+16,327
+424% +$4.36M 0.66% 30
2025
Q1 		$1.03M Sell
3,854
-17
-0.4% -$5.29K 0.13% 148
2024
Q4 		$1.29M Buy
3,871
+196
+5% +$62.6K 0.17% 125
2024
Q3 		$1.22M Buy
3,675
+453
+14% +$116K 0.16% 140
2024
Q2 		$828K Buy
3,222
+207
+7% +$55.4K 0.12% 173
2024
Q1 		$830K Sell
3,015
-208
-6% -$60K 0.12% 172
2023
Q4 		$848K Buy
3,223
+1,806
+127% +$409K 0.12% 197
2023
Q3 		$287K Sell
1,417
-12
-0.8% -$2.59K 0.05% 377
2023
Q2 		$302K Sell
1,429
-53
-4% -$10.8K 0.05% 365
2023
Q1 		$296K Buy
+1,482
New +$250K 0.05% 354
2022
Q1 		– Sell
-867
Closed -$220K – 381
2021
Q4 		$220K Buy
+867
New +$244K 0.05% 277

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

Continuum Advisory's CRM Position: Q2 2026 in Review

Continuum Advisory reduced its Salesforce (CRM) stake by 69% in Q2 2026, selling an estimated $863K and leaving 2,234 shares worth $350K. The position accounts for 0.03% of the portfolio, ranked #352.

Continuum Advisory first reported a position in CRM in Q4 2021 and has held it in 15 quarters since. The position peaked at $6.85M in Q4 2025. 2,483 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Continuum Advisory held 2,234 shares of Salesforce worth $350K as of Q2 2026.
  • Continuum Advisory sold 4,906 Salesforce shares in Q2 2026, an estimated $863K.
  • Salesforce made up 0.03% of Continuum Advisory's portfolio in Q2 2026, its #352 holding.
  • Continuum Advisory first reported a position in Salesforce in Q4 2021 and has held it in 15 quarters since.
  • Continuum Advisory's Salesforce position peaked at $6.85M in Q4 2025.
  • 2,483 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.