Financial Engines Advisors
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Financial Engines Advisors’s Salesforce CRM Stock Holding History

Financial Engines 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 		$616K Sell
3,934
-367
-9% -$64.5K ﹤0.01% 377
2026
Q1 		$803K Sell
4,301
-899
-17% -$186K ﹤0.01% 327
2025
Q4 		$1.38M Buy
5,200
+149
+3% +$37K ﹤0.01% 274
2025
Q3 		$1.2M Sell
5,051
-216
-4% -$54.5K ﹤0.01% 287
2025
Q2 		$1.44M Buy
5,267
+419
+9% +$112K ﹤0.01% 250
2025
Q1 		$1.3M Sell
4,848
-408
-8% -$127K ﹤0.01% 229
2024
Q4 		$1.76M Buy
5,256
+3,351
+176% +$1.07M ﹤0.01% 207
2024
Q3 		$522K Sell
1,905
-7,646
-80% -$1.96M ﹤0.01% 276
2024
Q2 		$2.46M Sell
9,551
-232
-2% -$62.1K 0.01% 161
2024
Q1 		$2.95M Buy
9,783
+1,593
+19% +$460K 0.01% 140
2023
Q4 		$2.16M Buy
8,190
+63
+0.8% +$14.3K 0.01% 142
2023
Q3 		$1.65M Buy
8,127
+71
+0.9% +$15.3K ﹤0.01% 138
2023
Q2 		$1.7M Sell
8,056
-212
-3% -$43.3K ﹤0.01% 144
2023
Q1 		$1.65M Sell
8,268
-963
-10% -$163K ﹤0.01% 148
2022
Q4 		$1.22M Buy
9,231
+175
+2% +$25.5K ﹤0.01% 153
2022
Q3 		$1.3M Buy
9,056
+241
+3% +$40.9K ﹤0.01% 137
2022
Q2 		$1.45M Buy
8,815
+268
+3% +$47.4K ﹤0.01% 133
2022
Q1 		$1.81M Buy
+8,547
New +$1.84M ﹤0.01% 121
2018
Q4 		– Sell
-7
Closed -$1K – 119
2018
Q3 		$1K Hold
7
– – ﹤0.01% 150
2018
Q2 		$1K Buy
+7
New +$893 ﹤0.01% 134

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

Financial Engines Advisors's CRM Position: Q2 2026 in Review

Financial Engines Advisors reduced its Salesforce (CRM) stake by 8.5% in Q2 2026, selling an estimated $64.5K and leaving 3,934 shares worth $616K. The position accounts for ﹤0.01% of the portfolio, ranked #377.

Financial Engines Advisors first reported a position in CRM in Q2 2018 and has held it in 20 quarters since. The position peaked at $2.95M in Q1 2024. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Financial Engines Advisors held 3,934 shares of Salesforce worth $616K as of Q2 2026.
  • Financial Engines Advisors sold 367 Salesforce shares in Q2 2026, an estimated $64.5K.
  • Salesforce made up ﹤0.01% of Financial Engines Advisors's portfolio in Q2 2026, its #377 holding.
  • Financial Engines Advisors first reported a position in Salesforce in Q2 2018 and has held it in 20 quarters since.
  • Financial Engines Advisors's Salesforce position peaked at $2.95M in Q1 2024.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.