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Csenge Advisory Group’s Salesforce CRM Stock Holding History

Csenge Advisory Group’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 		$297K Sell
1,896
-313
-14% -$55K 0.01% 602
2026
Q1 		$412K Sell
2,209
-1,192
-35% -$247K 0.02% 480
2025
Q4 		$901K Buy
3,401
+301
+10% +$74.8K 0.04% 322
2025
Q3 		$735K Sell
3,100
-628
-17% -$158K 0.04% 355
2025
Q2 		$989K Sell
3,728
-159
-4% -$42.5K 0.05% 267
2025
Q1 		$961K Buy
3,887
+88
+2% +$27.4K 0.05% 252
2024
Q4 		$1.27M Sell
3,799
-670
-15% -$214K 0.07% 218
2024
Q3 		$1.29M Buy
4,469
+209
+5% +$53.5K 0.07% 210
2024
Q2 		$1.1M Buy
4,260
+524
+14% +$140K 0.06% 230
2024
Q1 		$1.13M Buy
3,736
+387
+12% +$112K 0.06% 239
2023
Q4 		$881K Buy
3,349
+1,132
+51% +$256K 0.05% 259
2023
Q3 		$449K Buy
2,217
+217
+11% +$46.9K 0.03% 392
2023
Q2 		$422K Buy
2,000
+353
+21% +$72.1K 0.03% 411
2023
Q1 		$329K Buy
+1,647
New +$278K 0.02% 447
2022
Q4 		– Sell
-1,750
Closed -$252K – 608
2022
Q3 		$252K Sell
1,750
-232
-12% -$39.3K 0.02% 510
2022
Q2 		$327K Sell
1,982
-1,292
-39% -$228K 0.03% 431
2022
Q1 		$695K Buy
3,274
+475
+17% +$102K 0.06% 297
2021
Q4 		$686K Sell
2,799
-167
-6% -$46.9K 0.06% 270
2021
Q3 		$817K Buy
2,966
+167
+6% +$42.4K 0.07% 261
2021
Q2 		$686K Sell
2,799
-192
-6% -$44.3K 0.06% 271
2021
Q1 		$692K Sell
2,991
-901
-23% -$201K 0.07% 215
2020
Q4 		$866K Buy
+3,892
New +$946K 0.1% 148
2018
Q4 		– Sell
-144
Closed -$18K – 462
2018
Q3 		$18K Buy
+144
New +$21.4K 0.01% 404

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

Csenge Advisory Group's CRM Position: Q2 2026 in Review

Csenge Advisory Group reduced its Salesforce (CRM) stake by 14% in Q2 2026, selling an estimated $55K and leaving 1,896 shares worth $297K. The position accounts for 0.01% of the portfolio, ranked #602.

Csenge Advisory Group first reported a position in CRM in Q3 2018 and has held it in 23 quarters since. The position peaked at $1.29M in Q3 2024. 2,483 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Csenge Advisory Group held 1,896 shares of Salesforce worth $297K as of Q2 2026.
  • Csenge Advisory Group sold 313 Salesforce shares in Q2 2026, an estimated $55K.
  • Salesforce made up 0.01% of Csenge Advisory Group's portfolio in Q2 2026, its #602 holding.
  • Csenge Advisory Group first reported a position in Salesforce in Q3 2018 and has held it in 23 quarters since.
  • Csenge Advisory Group's Salesforce position peaked at $1.29M in Q3 2024.
  • 2,483 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Csenge Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.