ECA
CRM icon

Elevated Capital Advisors’s Salesforce CRM Stock Holding History

Elevated Capital 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 		$404K Sell
2,578
-1,510
-37% -$266K 0.11% 152
2026
Q1 		$763K Sell
4,088
-49
-1% -$10.2K 0.19% 129
2025
Q4 		$1.1M Buy
4,137
+877
+27% +$218K 0.26% 98
2025
Q3 		$773K Buy
3,260
+926
+40% +$234K 0.19% 145
2025
Q2 		$626K Hold
2,334
– – 0.18% 163
2025
Q1 		$626K Sell
2,334
-138
-6% -$42.9K 0.18% 163
2024
Q4 		$827K Buy
2,472
+563
+29% +$180K 0.23% 133
2024
Q3 		$523K Buy
+1,909
New +$489K 0.14% 200

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

Elevated Capital Advisors's CRM Position: Q2 2026 in Review

Elevated Capital Advisors reduced its Salesforce (CRM) stake by 37% in Q2 2026, selling an estimated $266K and leaving 2,578 shares worth $404K. The position accounts for 0.11% of the portfolio, ranked #152.

Elevated Capital Advisors first reported a position in CRM in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.1M in Q4 2025. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Elevated Capital Advisors held 2,578 shares of Salesforce worth $404K as of Q2 2026.
  • Elevated Capital Advisors sold 1,510 Salesforce shares in Q2 2026, an estimated $266K.
  • Salesforce made up 0.11% of Elevated Capital Advisors's portfolio in Q2 2026, its #152 holding.
  • Elevated Capital Advisors first reported a position in Salesforce in Q3 2024 and has held it in 8 quarters since.
  • Elevated Capital Advisors's Salesforce position peaked at $1.1M in Q4 2025.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.