First Command Advisory Services’s Salesforce CRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$140K Buy
890
+61
+7% +$10.7K ﹤0.01% 247
2026
Q1
$155K Buy
829
+124
+18% +$25.7K ﹤0.01% 215
2025
Q4
$187K Buy
705
+31
+5% +$7.7K ﹤0.01% 186
2025
Q3
$160K Buy
674
+17
+3% +$4.29K ﹤0.01% 193
2025
Q2
$179K Buy
657
+85
+15% +$22.7K ﹤0.01% 180
2025
Q1
$154K Buy
572
+39
+7% +$12.1K ﹤0.01% 188
2024
Q4
$178K Sell
533
-6
-1% -$1.92K ﹤0.01% 172
2024
Q3
$148K Buy
539
+6
+1% +$1.54K ﹤0.01% 194
2024
Q2
$137K Buy
533
+28
+6% +$7.49K ﹤0.01% 184
2024
Q1
$152K Hold
505
﹤0.01% 170
2023
Q4
$133K Sell
505
-45
-8% -$10.2K ﹤0.01% 172
2023
Q3
$112K Buy
+550
New +$119K ﹤0.01% 181
2023
Q1
Sell
-15
Closed 116
2022
Q4
$0 Buy
15
+9
+150% +$1.31K ﹤0.01% 74
2022
Q3
$0 Buy
+6
New +$1.02K ﹤0.01% 62
2018
Q2
Sell
-8
Closed 25
2018
Q1
$0 Sell
8
-44
-85% -$5.05K ﹤0.01% 38
2017
Q4
$5K Buy
+52
New +$5.3K ﹤0.01% 24

Other funds holding CRM

First Command Advisory Services's CRM Position: Q2 2026 in Review

First Command Advisory Services increased its Salesforce (CRM) stake by 7.4% in Q2 2026, buying an estimated $10.7K and bringing the position to 890 shares worth $140K. The position accounts for ﹤0.01% of the portfolio, ranked #247.

First Command Advisory Services first reported a position in CRM in Q4 2017 and has held it in 16 quarters since. The position peaked at $187K in Q4 2025. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • First Command Advisory Services held 890 shares of Salesforce worth $140K as of Q2 2026.
  • First Command Advisory Services bought 61 Salesforce shares in Q2 2026, an estimated $10.7K.
  • Salesforce made up ﹤0.01% of First Command Advisory Services's portfolio in Q2 2026, its #247 holding.
  • First Command Advisory Services first reported a position in Salesforce in Q4 2017 and has held it in 16 quarters since.
  • First Command Advisory Services's Salesforce position peaked at $187K in Q4 2025.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on First Command Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.