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Foundations Investment Advisors’s Salesforce CRM Stock Holding History

Foundations Investment 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 		$18.2M Buy
116,388
+4,401
+4% +$774K 0.19% 120
2026
Q1 		$20.9M Buy
111,987
+15,751
+16% +$3.26M 0.26% 95
2025
Q4 		$25.5M Buy
96,236
+7,532
+8% +$1.87M 0.33% 70
2025
Q3 		$21M Buy
88,704
+10,041
+13% +$2.53M 0.31% 75
2025
Q2 		$21.5M Buy
78,663
+7,888
+11% +$2.11M 0.34% 73
2025
Q1 		$19M Buy
70,775
+34,302
+94% +$10.7M 0.35% 68
2024
Q4 		$12.2M Buy
36,473
+4,752
+15% +$1.52M 0.24% 97
2024
Q3 		$8.68M Buy
31,721
+4,891
+18% +$1.25M 0.18% 112
2024
Q2 		$6.9M Buy
26,830
+5,804
+28% +$1.55M 0.17% 109
2024
Q1 		$6.33M Buy
21,026
+3,653
+21% +$1.05M 0.17% 110
2023
Q4 		$4.93M Buy
17,373
+3,458
+25% +$783K 0.13% 123
2023
Q3 		$2.82M Buy
13,915
+2,198
+19% +$475K 0.09% 183
2023
Q2 		$2.48M Buy
11,717
+5,634
+93% +$1.15M 0.08% 168
2023
Q1 		$1.22M Buy
6,083
+3,136
+106% +$530K 0.04% 212
2022
Q4 		$391K Sell
2,947
-1,493
-34% -$218K 0.02% 318
2022
Q3 		$639K Buy
+4,440
New +$753K 0.03% 207

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

Foundations Investment Advisors's CRM Position: Q2 2026 in Review

Foundations Investment Advisors increased its Salesforce (CRM) stake by 3.9% in Q2 2026, buying an estimated $774K and bringing the position to 116,388 shares worth $18.2M. The position accounts for 0.19% of the portfolio, ranked #120.

Foundations Investment Advisors first reported a position in CRM in Q3 2022 and has held it in 16 quarters since. The position peaked at $25.5M in Q4 2025. 2,468 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Foundations Investment Advisors held 116,388 shares of Salesforce worth $18.2M as of Q2 2026.
  • Foundations Investment Advisors bought 4,401 Salesforce shares in Q2 2026, an estimated $774K.
  • Salesforce made up 0.19% of Foundations Investment Advisors's portfolio in Q2 2026, its #120 holding.
  • Foundations Investment Advisors first reported a position in Salesforce in Q3 2022 and has held it in 16 quarters since.
  • Foundations Investment Advisors's Salesforce position peaked at $25.5M in Q4 2025.
  • 2,468 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

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