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FF Advisors’s Salesforce CRM Stock Holding History

FF 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 		$284K Sell
1,814
-40
-2% -$7.03K 0.11% 101
2026
Q1 		$321K Buy
1,854
+22
+1% +$4.56K 0.13% 92
2025
Q4 		$485K Sell
1,832
-22
-1% -$5.47K 0.22% 71
2025
Q3 		$439K Sell
1,854
-138
-7% -$34.8K 0.21% 70
2025
Q2 		$543K Buy
1,992
+43
+2% +$11.5K 0.28% 60
2025
Q1 		$542K Buy
1,949
+2
+0.1% +$622 0.31% 58
2024
Q4 		$690K Sell
1,947
-8
-0.4% -$2.55K 0.47% 52
2024
Q3 		$570K Hold
1,955
– – 0.37% 56
2024
Q2 		$503K Hold
1,955
– – 0.35% 59
2024
Q1 		$589K Buy
1,955
+152
+8% +$43.9K 0.41% 55
2023
Q4 		$474K Buy
+1,803
New +$408K 0.4% 53

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

FF Advisors's CRM Position: Q2 2026 in Review

FF Advisors reduced its Salesforce (CRM) stake by 2.2% in Q2 2026, selling an estimated $7.03K and leaving 1,814 shares worth $284K. The position accounts for 0.11% of the portfolio, ranked #101.

FF Advisors first reported a position in CRM in Q4 2023 and has held it in 11 quarters since. The position peaked at $690K in Q4 2024. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • FF Advisors held 1,814 shares of Salesforce worth $284K as of Q2 2026.
  • FF Advisors sold 40 Salesforce shares in Q2 2026, an estimated $7.03K.
  • Salesforce made up 0.11% of FF Advisors's portfolio in Q2 2026, its #101 holding.
  • FF Advisors first reported a position in Salesforce in Q4 2023 and has held it in 11 quarters since.
  • FF Advisors's Salesforce position peaked at $690K in Q4 2024.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on FF Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.