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Foster Victor Wealth Advisors’s Salesforce CRM Stock Holding History

Foster Victor Wealth 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 		$17.1M Buy
102,149
+17,772
+21% +$3.13M 0.9% 39
2026
Q1 		$14.5M Buy
84,377
+15,089
+22% +$3.13M 0.83% 53
2025
Q4 		$15.7M Sell
69,288
-3,320
-5% -$825K 0.92% 47
2025
Q3 		$17.5M Buy
72,608
+13,509
+23% +$3.41M 1.09% 31
2025
Q2 		$16M Buy
59,099
+8,393
+17% +$2.24M 1.09% 33
2025
Q1 		$12.9M Buy
50,706
+4,722
+10% +$1.47M 1.04% 37
2024
Q4 		$14.9M Sell
45,984
-5,297
-10% -$1.69M 1.14% 26
2024
Q3 		$14.8M Buy
51,281
+1,846
+4% +$473K 1.18% 26
2024
Q2 		$12.7M Buy
49,435
+5,737
+13% +$1.54M 1.06% 38
2024
Q1 		$13.1M Sell
43,698
-3,227
-7% -$931K 1.19% 37
2023
Q4 		$12.2M Sell
46,925
-2,337
-5% -$529K 1.25% 32
2023
Q3 		$10.2M Sell
49,262
-422
-0.8% -$91.2K 1.19% 37
2023
Q2 		$10.6M Buy
49,684
+1,162
+2% +$237K 1.18% 34
2023
Q1 		$9.57M Sell
48,522
-5,534
-10% -$935K 1.16% 35
2022
Q4 		$7.6M Buy
54,056
+8,274
+18% +$1.21M 0.97% 47
2022
Q3 		$7.12M Buy
45,782
+3,111
+7% +$528K 1.04% 46
2022
Q2 		$7.37M Buy
42,671
+2,970
+7% +$525K 1.1% 43
2022
Q1 		$7.97M Buy
39,701
+2,540
+7% +$547K 1.09% 37
2021
Q4 		$8.84M Buy
37,161
+2,581
+7% +$725K 1.2% 30
2021
Q3 		$9.38M Buy
34,580
+2,181
+7% +$554K 1.5% 20
2021
Q2 		$7.91M Buy
32,399
+2,500
+8% +$576K 1.32% 28
2021
Q1 		$6.94M Buy
+29,899
New +$6.66M 1.29% 28

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

Foster Victor Wealth Advisors's CRM Position: Q2 2026 in Review

Foster Victor Wealth Advisors increased its Salesforce (CRM) stake by 21% in Q2 2026, buying an estimated $3.13M and bringing the position to 102,149 shares worth $17.1M. The position accounts for 0.9% of the portfolio, ranked #39.

Foster Victor Wealth Advisors first reported a position in CRM in Q1 2021 and has held it in 22 quarters since. The position peaked at $17.5M in Q3 2025. 2,468 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Foster Victor Wealth Advisors held 102,149 shares of Salesforce worth $17.1M as of Q2 2026.
  • Foster Victor Wealth Advisors bought 17,772 Salesforce shares in Q2 2026, an estimated $3.13M.
  • Salesforce made up 0.9% of Foster Victor Wealth Advisors's portfolio in Q2 2026, its #39 holding.
  • Foster Victor Wealth Advisors first reported a position in Salesforce in Q1 2021 and has held it in 22 quarters since.
  • Foster Victor Wealth Advisors's Salesforce position peaked at $17.5M in Q3 2025.
  • 2,468 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Foster Victor Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.