Focus Partners Advisor Solutions
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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
Q3 		$1.56M Sell
6,777
-672
-9% -$139K 0.01% 579
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Banco Santander
Banco Santander Madrid, Spain $18.9B AUM 35.04% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Focus Partners Advisor Solutions's CRM Position: Q3 2026 in Review

Focus Partners Advisor Solutions reduced its Salesforce (CRM) stake by 9% in Q3 2026, selling an estimated $139K and leaving 6,777 shares worth $1.56M. The position accounts for 0.01% of the portfolio, ranked #579.

Focus Partners Advisor Solutions first reported a position in CRM in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.74M in Q4 2024. 1,794 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

  • Focus Partners Advisor Solutions held 6,777 shares of Salesforce worth $1.56M as of Q3 2026.
  • Focus Partners Advisor Solutions sold 672 Salesforce shares in Q3 2026, an estimated $139K.
  • Salesforce made up 0.01% of Focus Partners Advisor Solutions's portfolio in Q3 2026, its #579 holding.
  • Focus Partners Advisor Solutions first reported a position in Salesforce in Q4 2021 and has held it in 18 quarters since.
  • Focus Partners Advisor Solutions's Salesforce position peaked at $3.74M in Q4 2024.
  • 1,794 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q3 2026, filed 10 Nov 2026.