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Faithward Advisors’s Salesforce CRM Stock Holding History

Faithward 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 		– Sell
-1,134
Closed -$212K – 344
2026
Q1 		$212K Sell
1,134
-167
-13% -$34.6K 0.03% 254
2025
Q4 		$345K Buy
1,301
+307
+31% +$76.3K 0.05% 240
2025
Q3 		$236K Buy
+994
New +$251K 0.04% 275
2021
Q2 		– Sell
-1,064
Closed -$225K – 267
2021
Q1 		$225K Buy
+1,064
New +$237K 0.05% 155

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

Faithward Advisors's CRM Position: Q2 2026 in Review

Faithward Advisors sold out of Salesforce (CRM) in Q2 2026, closing a stake of 1,134 shares — an estimated $212K sold.

Faithward Advisors first reported a position in CRM in Q1 2021 and held it in 4 quarters. The position peaked at $345K in Q4 2025. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Faithward Advisors reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
  • Faithward Advisors sold 1,134 Salesforce shares in Q2 2026, an estimated $212K.
  • Faithward Advisors first reported a position in Salesforce in Q1 2021 and held it in 4 quarters.
  • Faithward Advisors's Salesforce position peaked at $345K in Q4 2025.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Faithward Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.