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CSM Advisors’s Salesforce CRM Stock Holding History

CSM 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 		$24.4M Buy
155,537
+148,376
+2,072% +$26.1M 0.52% 46
2026
Q1 		$1.34M Sell
7,161
-280
-4% -$58K 0.03% 326
2025
Q4 		$1.97M Sell
7,441
-7,232
-49% -$1.8M 0.05% 280
2025
Q3 		$3.48M Sell
14,673
-32,877
-69% -$8.29M 0.1% 240
2025
Q2 		$13M Buy
47,550
+2,275
+5% +$608K 0.38% 79
2025
Q1 		$12.2M Buy
45,275
+10,118
+29% +$3.15M 0.66% 33
2024
Q4 		$11.8M Sell
35,157
-2,308
-6% -$737K 0.55% 39
2024
Q3 		$10.3M Buy
37,465
+2,910
+8% +$745K 0.67% 51
2024
Q2 		$8.89M Sell
34,555
-815
-2% -$218K 0.63% 51
2024
Q1 		$10.7M Buy
35,370
+530
+2% +$153K 0.7% 49
2023
Q4 		$9.17M Buy
+34,840
New +$7.88M 0.66% 45

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

CSM Advisors's CRM Position: Q2 2026 in Review

CSM Advisors increased its Salesforce (CRM) stake by 2,072% in Q2 2026, buying an estimated $26.1M and bringing the position to 155,537 shares worth $24.4M. The position accounts for 0.52% of the portfolio, ranked #46.

CSM Advisors first reported a position in CRM in Q4 2023 and has held it in 11 quarters since. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • CSM Advisors held 155,537 shares of Salesforce worth $24.4M as of Q2 2026.
  • CSM Advisors bought 148,376 Salesforce shares in Q2 2026, an estimated $26.1M.
  • Salesforce made up 0.52% of CSM Advisors's portfolio in Q2 2026, its #46 holding.
  • CSM Advisors first reported a position in Salesforce in Q4 2023 and has held it in 11 quarters since.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on CSM Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.