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CoreCap Advisors’s Salesforce CRM Stock Holding History

CoreCap 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 		$325K Sell
2,076
-565
-21% -$99.4K 0.01% 683
2026
Q1 		$493K Buy
2,641
+806
+44% +$167K 0.02% 516
2025
Q4 		$486K Sell
1,835
-382
-17% -$94.9K 0.02% 514
2025
Q3 		$525K Buy
2,217
+240
+12% +$60.5K 0.02% 515
2025
Q2 		$539K Sell
1,977
-3,228
-62% -$863K 0.02% 496
2025
Q1 		$1.4M Buy
5,205
+3,465
+199% +$1.08M 0.06% 267
2024
Q4 		$582K Buy
1,740
+481
+38% +$154K 0.03% 436
2024
Q3 		$345K Sell
1,259
-7,878
-86% -$2.02M 0.02% 548
2024
Q2 		$2.35M Buy
9,137
+781
+9% +$209K 0.24% 85
2024
Q1 		$2.52M Buy
8,356
+6,369
+321% +$1.84M 0.13% 152
2023
Q4 		$523K Sell
1,987
-4,805
-71% -$1.09M 0.03% 341
2023
Q3 		$1.38M Buy
6,792
+5,160
+316% +$1.11M 0.1% 193
2023
Q2 		$345K Buy
+1,632
New +$333K 0.02% 425
2022
Q4 		$167K Buy
+1,257
New +$183K 0.01% 582
2022
Q3 		– Sell
-1,222
Closed -$202K – 844
2022
Q2 		$202K Sell
1,222
-136
-10% -$24K 0.02% 508
2022
Q1 		$288K Sell
1,358
-3,643
-73% -$784K 0.02% 418
2021
Q4 		$1.27M Buy
+5,001
New +$1.41M 0.08% 185

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

CoreCap Advisors's CRM Position: Q2 2026 in Review

CoreCap Advisors reduced its Salesforce (CRM) stake by 21% in Q2 2026, selling an estimated $99.4K and leaving 2,076 shares worth $325K. The position accounts for 0.01% of the portfolio, ranked #683.

CoreCap Advisors first reported a position in CRM in Q4 2021 and has held it in 17 quarters since. The position peaked at $2.52M in Q1 2024. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • CoreCap Advisors held 2,076 shares of Salesforce worth $325K as of Q2 2026.
  • CoreCap Advisors sold 565 Salesforce shares in Q2 2026, an estimated $99.4K.
  • Salesforce made up 0.01% of CoreCap Advisors's portfolio in Q2 2026, its #683 holding.
  • CoreCap Advisors first reported a position in Salesforce in Q4 2021 and has held it in 17 quarters since.
  • CoreCap Advisors's Salesforce position peaked at $2.52M in Q1 2024.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.