Diversify Advisory Services’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
Other funds holding CRM
Diversify Advisory Services's CRM Position: Q2 2026 in Review
Diversify Advisory Services opened a new position in Salesforce (CRM) in Q2 2026: 51,047 shares worth $8.86M. The stake represents 0.15% of the portfolio and ranks #147 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in CRM as recently as Q4 2025.
Diversify Advisory Services first reported a position in CRM in Q1 2024 and has held it in 9 quarters since. 2,468 funds tracked by Wall St. Rank hold CRM as of Q2 2026.
- Diversify Advisory Services held 51,047 shares of Salesforce worth $8.86M as of Q2 2026.
- Salesforce was a new Diversify Advisory Services position in Q2 2026.
- Salesforce made up 0.15% of Diversify Advisory Services's portfolio in Q2 2026, its #147 holding.
- Diversify Advisory Services first reported a position in Salesforce in Q1 2024 and has held it in 9 quarters since.
- 2,468 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.
Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.