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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
Q3 		$517K Buy
2,253
+177
+9% +$36.5K 0.01% 533
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

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
KIG
Kessler Investment Group Columbus, Indiana $207M AUM 43.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
PCMC
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return

CoreCap Advisors's CRM Position: Q3 2026 in Review

CoreCap Advisors increased its Salesforce (CRM) stake by 8.5% in Q3 2026, buying an estimated $36.5K and bringing the position to 2,253 shares worth $517K. The position accounts for 0.01% of the portfolio, ranked #533.

CoreCap Advisors first reported a position in CRM in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.52M in Q1 2024. 122 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

  • CoreCap Advisors held 2,253 shares of Salesforce worth $517K as of Q3 2026.
  • CoreCap Advisors bought 177 Salesforce shares in Q3 2026, an estimated $36.5K.
  • Salesforce made up 0.01% of CoreCap Advisors's portfolio in Q3 2026, its #533 holding.
  • CoreCap Advisors first reported a position in Salesforce in Q4 2021 and has held it in 18 quarters since.
  • CoreCap Advisors's Salesforce position peaked at $2.52M in Q1 2024.
  • 122 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.