Element Pointe Advisors’s Salesforce CRM Stock Holding History

Element Pointe 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	$672K	Buy	+4,287	New	+$754K	0.11%	58
2025 Q1	–	Sell	-687	Closed	-$230K	–	69
2024 Q4	$230K	Buy	+687	New	+$219K	0.05%	66
2024 Q2	–	Sell	-763	Closed	-$230K	–	76
2024 Q1	$230K	Sell	763 -128	-14%	-$36.9K	0.06%	66
2023 Q4	$234K	Buy	+891	New	+$202K	0.06%	71
2022 Q4	–	Sell	-3,123	Closed	-$449K	–	75
2022 Q3	$449K	Sell	3,123 -336	-10%	-$57K	0.26%	36
2022 Q2	$571K	Sell	3,459 -1,855	-35%	-$328K	0.24%	39
2022 Q1	$1.13M	Sell	5,314 -1,418	-21%	-$305K	0.38%	33
2021 Q4	$1.71M	Buy	6,732 +242	+4%	+$68K	0.53%	36
2021 Q3	$1.76M	Sell	6,490 -5	-0.1%	-$1.27K	0.59%	28
2021 Q2	$1.57M	Buy	6,495 +554	+9%	+$128K	0.48%	48
2021 Q1	$1.26M	Buy	5,941 +1,358	+30%	+$302K	0.42%	48
2020 Q4	$1.02M	Buy	4,583 +260	+6%	+$63.2K	0.38%	49
2020 Q3	$1.09M	Buy	4,323 +55	+1%	+$12K	0.48%	33
2020 Q2	$799K	Buy	+4,268	New	+$719K	0.42%	34

Other funds holding CRM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Element Pointe Advisors's CRM Position: Q2 2026 in Review

Element Pointe Advisors opened a new position in Salesforce (CRM) in Q2 2026: 4,287 shares worth $672K. The stake represents 0.11% of the portfolio and ranks #58 among its holdings. This is a return to the name: Element Pointe Advisors previously reported a position in CRM as recently as Q4 2024.

Element Pointe Advisors first reported a position in CRM in Q2 2020 and has held it in 14 quarters since. The position peaked at $1.76M in Q3 2021. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Element Pointe Advisors held 4,287 shares of Salesforce worth $672K as of Q2 2026.
Salesforce was a new Element Pointe Advisors position in Q2 2026.
Salesforce made up 0.11% of Element Pointe Advisors's portfolio in Q2 2026, its #58 holding.
Element Pointe Advisors first reported a position in Salesforce in Q2 2020 and has held it in 14 quarters since.
Element Pointe Advisors's Salesforce position peaked at $1.76M in Q3 2021.
2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Element Pointe Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.