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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
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

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

Cornerstone Advisory's CRM Position: Q2 2026 in Review

Cornerstone Advisory reduced its Salesforce (CRM) stake by 21% in Q2 2026, selling an estimated $61.4K and leaving 1,309 shares worth $205K. The position accounts for 0.02% of the portfolio, ranked #266.

Cornerstone Advisory first reported a position in CRM in Q3 2021 and has held it in 16 quarters since. The position peaked at $463K in Q4 2021. 1,031 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Cornerstone Advisory held 1,309 shares of Salesforce worth $205K as of Q2 2026.
  • Cornerstone Advisory sold 349 Salesforce shares in Q2 2026, an estimated $61.4K.
  • Salesforce made up 0.02% of Cornerstone Advisory's portfolio in Q2 2026, its #266 holding.
  • Cornerstone Advisory first reported a position in Salesforce in Q3 2021 and has held it in 16 quarters since.
  • Cornerstone Advisory's Salesforce position peaked at $463K in Q4 2021.
  • 1,031 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Cornerstone Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.