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Corient IA’s Salesforce CRM Stock Holding History

Corient IA’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 		$254K Hold
1,620
– – 0.23% 138
2026
Q1 		$302K Sell
1,620
-380
-19% -$78.7K 0.28% 139
2025
Q4 		$530K Hold
2,000
– – 0.5% 62
2025
Q3 		$474K Hold
2,000
– – 0.35% 100
2025
Q2 		$545K Hold
2,000
– – 0.32% 103
2025
Q1 		$537K Buy
+2,000
New +$622K 0.38% 92

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

Corient IA's CRM Position: Q2 2026 in Review

Corient IA held its Salesforce (CRM) position steady in Q2 2026 at 1,620 shares worth $254K. The position accounts for 0.23% of the portfolio, ranked #138.

Corient IA first reported a position in CRM in Q1 2025 and has held it in 6 quarters since. The position peaked at $545K in Q2 2025. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Corient IA held 1,620 shares of Salesforce worth $254K as of Q2 2026.
  • Corient IA left its Salesforce share count unchanged in Q2 2026.
  • Salesforce made up 0.23% of Corient IA's portfolio in Q2 2026, its #138 holding.
  • Corient IA first reported a position in Salesforce in Q1 2025 and has held it in 6 quarters since.
  • Corient IA's Salesforce position peaked at $545K in Q2 2025.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Corient IA's 13F filing for Q2 2026, filed 12 Aug 2026.