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Cornerstone Select Advisors’s Salesforce CRM Stock Holding History

Cornerstone Select 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 		$323K Sell
2,062
-718
-26% -$126K 0.14% 108
2026
Q1 		$519K Buy
2,780
+172
+7% +$35.6K 0.32% 75
2025
Q4 		$691K Buy
2,608
+37
+1% +$9.2K 0.48% 56
2025
Q3 		$609K Buy
2,571
+274
+12% +$69.1K 0.45% 59
2025
Q2 		$626K Buy
2,297
+35
+2% +$9.36K 0.55% 53
2025
Q1 		$607K Buy
2,262
+541
+31% +$168K 0.57% 51
2024
Q4 		$575K Buy
+1,721
New +$549K 0.55% 54

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

Cornerstone Select Advisors's CRM Position: Q2 2026 in Review

Cornerstone Select Advisors reduced its Salesforce (CRM) stake by 26% in Q2 2026, selling an estimated $126K and leaving 2,062 shares worth $323K. The position accounts for 0.14% of the portfolio, ranked #108.

Cornerstone Select Advisors first reported a position in CRM in Q4 2024 and has held it in 7 quarters since. The position peaked at $691K in Q4 2025. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Cornerstone Select Advisors held 2,062 shares of Salesforce worth $323K as of Q2 2026.
  • Cornerstone Select Advisors sold 718 Salesforce shares in Q2 2026, an estimated $126K.
  • Salesforce made up 0.14% of Cornerstone Select Advisors's portfolio in Q2 2026, its #108 holding.
  • Cornerstone Select Advisors first reported a position in Salesforce in Q4 2024 and has held it in 7 quarters since.
  • Cornerstone Select Advisors's Salesforce position peaked at $691K in Q4 2025.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Cornerstone Select Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.