Fiduciary Advisors Inc’s Salesforce CRM Stock Holding History

Fiduciary Advisors Inc’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	$1.57K	Buy	+10	New	+$1.76K	﹤0.01%	129

Other funds holding CRM

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Fiduciary Advisors Inc's CRM Position: Q2 2026 in Review

Fiduciary Advisors Inc opened a new position in Salesforce (CRM) in Q2 2026: 10 shares worth $1.57K. The stake represents ﹤0.01% of the portfolio and ranks #129 among its holdings.

1,383 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Fiduciary Advisors Inc held 10 shares of Salesforce worth $1.57K as of Q2 2026.
Salesforce was a new Fiduciary Advisors Inc position in Q2 2026.
Salesforce made up ﹤0.01% of Fiduciary Advisors Inc's portfolio in Q2 2026, its #129 holding.
1,383 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Fiduciary Advisors Inc's 13F filing for Q2 2026, filed 24 Jul 2026.