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Focus Partners Advisor Solutions’s Salesforce CRM Stock Holding History

Focus Partners Advisor Solutions’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 		$1.17M Sell
7,449
-5,048
-40% -$888K 0.01% 522
2026
Q1 		$2.33M Buy
12,497
+4,746
+61% +$983K 0.02% 320
2025
Q4 		$2.05M Sell
7,751
-6,073
-44% -$1.51M 0.03% 304
2025
Q3 		$3.3M Buy
13,824
+6,273
+83% +$1.58M 0.04% 238
2025
Q2 		$2.06M Sell
7,551
-4,141
-35% -$1.11M 0.03% 267
2025
Q1 		$3.14M Buy
11,692
+503
+4% +$156K 0.05% 181
2024
Q4 		$3.74M Buy
11,189
+6,476
+137% +$2.07M 0.06% 147
2024
Q3 		$1.29M Buy
4,713
+401
+9% +$103K 0.03% 254
2024
Q2 		$1.11M Sell
4,312
-4,585
-52% -$1.23M 0.03% 238
2024
Q1 		$2.68M Buy
8,897
+7,732
+664% +$2.23M 0.08% 132
2023
Q4 		$307K Sell
1,165
-381
-25% -$86.2K 0.01% 330
2023
Q3 		$313K Buy
+1,546
New +$334K 0.02% 342
2023
Q1 		– Sell
-4,518
Closed -$599K – 363
2022
Q4 		$599K Sell
4,518
-615
-12% -$89.7K 0.05% 174
2022
Q3 		$738K Buy
5,133
+843
+20% +$143K 0.04% 181
2022
Q2 		$708K Buy
4,290
+237
+6% +$41.9K 0.06% 148
2022
Q1 		$860K Buy
4,053
+604
+18% +$130K 0.09% 118
2021
Q4 		$876K Buy
+3,449
New +$969K 0.18% 42

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

Focus Partners Advisor Solutions's CRM Position: Q2 2026 in Review

Focus Partners Advisor Solutions reduced its Salesforce (CRM) stake by 40% in Q2 2026, selling an estimated $888K and leaving 7,449 shares worth $1.17M. The position accounts for 0.01% of the portfolio, ranked #522.

Focus Partners Advisor Solutions first reported a position in CRM in Q4 2021 and has held it in 17 quarters since. The position peaked at $3.74M in Q4 2024. 2,480 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Focus Partners Advisor Solutions held 7,449 shares of Salesforce worth $1.17M as of Q2 2026.
  • Focus Partners Advisor Solutions sold 5,048 Salesforce shares in Q2 2026, an estimated $888K.
  • Salesforce made up 0.01% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #522 holding.
  • Focus Partners Advisor Solutions first reported a position in Salesforce in Q4 2021 and has held it in 17 quarters since.
  • Focus Partners Advisor Solutions's Salesforce position peaked at $3.74M in Q4 2024.
  • 2,480 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.