Cornerstone Advisory
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Cornerstone Advisory’s Salesforce CRM Stock Holding History

Cornerstone 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
Q3 		$333K Buy
1,450
+141
+11% +$29.1K 0.03% 210
2026
Q2 		$205K Sell
1,309
-349
-21% -$61.4K 0.02% 266
2026
Q1 		$310K Buy
1,658
+81
+5% +$16.8K 0.03% 211
2025
Q4 		$418K Buy
1,577
+211
+15% +$52.4K 0.04% 166
2025
Q3 		$324K Buy
1,366
+266
+24% +$67.1K 0.03% 181
2025
Q2 		$300K Sell
1,100
-43
-4% -$11.5K 0.03% 185
2025
Q1 		$312K Buy
1,143
+115
+11% +$35.8K 0.04% 175
2024
Q4 		$336K Buy
1,028
+251
+32% +$80.1K 0.04% 177
2024
Q3 		$213K Buy
+777
New +$199K 0.03% 209
2024
Q2 		– Sell
-851
Closed -$256K – 216
2024
Q1 		$256K Sell
851
-268
-24% -$77.3K 0.04% 205
2023
Q4 		$294K Buy
1,119
+55
+5% +$12.4K 0.05% 180
2023
Q3 		$216K Buy
1,064
+84
+9% +$18.1K 0.04% 204
2023
Q2 		$207K Sell
980
-179
-15% -$36.5K 0.04% 207
2023
Q1 		$232K Buy
+1,159
New +$196K 0.04% 194
2022
Q2 		– Sell
-1,117
Closed -$237K – 197
2022
Q1 		$237K Sell
1,117
-704
-39% -$152K 0.04% 198
2021
Q4 		$463K Buy
1,821
+1,060
+139% +$298K 0.07% 179
2021
Q3 		$206K Buy
+761
New +$193K 0.03% 209

Other funds holding CRM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Cornerstone Advisory's CRM Position: Q3 2026 in Review

Cornerstone Advisory increased its Salesforce (CRM) stake by 11% in Q3 2026, buying an estimated $29.1K and bringing the position to 1,450 shares worth $333K. The position accounts for 0.03% of the portfolio, ranked #210.

Cornerstone Advisory first reported a position in CRM in Q3 2021 and has held it in 17 quarters since. The position peaked at $463K in Q4 2021. 1,576 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

  • Cornerstone Advisory held 1,450 shares of Salesforce worth $333K as of Q3 2026.
  • Cornerstone Advisory bought 141 Salesforce shares in Q3 2026, an estimated $29.1K.
  • Salesforce made up 0.03% of Cornerstone Advisory's portfolio in Q3 2026, its #210 holding.
  • Cornerstone Advisory first reported a position in Salesforce in Q3 2021 and has held it in 17 quarters since.
  • Cornerstone Advisory's Salesforce position peaked at $463K in Q4 2021.
  • 1,576 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on Cornerstone Advisory's 13F filing for Q3 2026, filed 6 Nov 2026.