CCA
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Cravens & Co Advisors’s Salesforce CRM Stock Holding History

Cravens & Co 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 		$1.16M Buy
7,416
+6,181
+500% +$1.09M 0.78% 30
2026
Q1 		$231K Buy
+1,235
New +$256K 0.15% 59

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

Cravens & Co Advisors's CRM Position: Q2 2026 in Review

Cravens & Co Advisors increased its Salesforce (CRM) stake by 500% in Q2 2026, buying an estimated $1.09M and bringing the position to 7,416 shares worth $1.16M. The position accounts for 0.78% of the portfolio, ranked #30.

Cravens & Co Advisors first reported a position in CRM in Q1 2026 and has held it in 2 quarters since. 2,487 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Cravens & Co Advisors held 7,416 shares of Salesforce worth $1.16M as of Q2 2026.
  • Cravens & Co Advisors bought 6,181 Salesforce shares in Q2 2026, an estimated $1.09M.
  • Salesforce made up 0.78% of Cravens & Co Advisors's portfolio in Q2 2026, its #30 holding.
  • Cravens & Co Advisors first reported a position in Salesforce in Q1 2026 and has held it in 2 quarters since.
  • 2,487 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Cravens & Co Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.