Covestor
CRM icon

Covestor’s Salesforce CRM Stock Holding History

Covestor’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 		$121K Sell
525
-20
-4% -$4.13K 0.08% 262
2026
Q2 		$86K Buy
545
+44
+9% +$7.74K 0.05% 443
2026
Q1 		$94K Sell
501
-255
-34% -$52.8K 0.07% 315
2025
Q4 		$200K Buy
756
+109
+17% +$27.1K 0.1% 218
2025
Q3 		$153K Sell
647
-60
-8% -$15.1K 0.08% 327
2025
Q2 		$193K Sell
707
-198
-22% -$52.9K 0.11% 200
2025
Q1 		$243K Sell
905
-47
-5% -$14.6K 0.16% 101
2024
Q4 		$318K Sell
952
-94
-9% -$30K 0.2% 54
2024
Q3 		$286K Buy
1,046
+79
+8% +$20.2K 0.18% 68
2024
Q2 		$249K Buy
967
+17
+2% +$4.55K 0.16% 103
2024
Q1 		$286K Buy
950
+131
+16% +$37.8K 0.18% 53
2023
Q4 		$216K Buy
819
+409
+100% +$92.6K 0.15% 112
2023
Q3 		$83K Buy
410
+35
+9% +$7.56K 0.06% 526
2023
Q2 		$79K Sell
375
-6
-2% -$1.22K 0.06% 568
2023
Q1 		$76K Sell
381
-132
-26% -$22.3K 0.07% 527
2022
Q4 		$68K Sell
513
-46
-8% -$6.71K 0.06% 598
2022
Q3 		$80K Sell
559
-35
-6% -$5.94K 0.07% 471
2022
Q2 		$98K Sell
594
-27
-4% -$4.77K 0.08% 425
2022
Q1 		$132K Buy
621
+186
+43% +$40K 0.09% 337
2021
Q4 		$111K Buy
+435
New +$122K 0.16% 128

Other funds holding CRM

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

Covestor's CRM Position: Q3 2026 in Review

Covestor reduced its Salesforce (CRM) stake by 3.7% in Q3 2026, selling an estimated $4.13K and leaving 525 shares worth $121K. The position accounts for 0.08% of the portfolio, ranked #262.

Covestor first reported a position in CRM in Q4 2021 and has held it in 20 quarters since. The position peaked at $318K in Q4 2024. 2,342 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

  • Covestor held 525 shares of Salesforce worth $121K as of Q3 2026.
  • Covestor sold 20 Salesforce shares in Q3 2026, an estimated $4.13K.
  • Salesforce made up 0.08% of Covestor's portfolio in Q3 2026, its #262 holding.
  • Covestor first reported a position in Salesforce in Q4 2021 and has held it in 20 quarters since.
  • Covestor's Salesforce position peaked at $318K in Q4 2024.
  • 2,342 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.