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Fragasso Financial Advisors’s Salesforce CRM Stock Holding History

Fragasso Financial 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 		$1.8M Buy
11,501
+302
+3% +$53.1K 0.1% 95
2026
Q1 		$2.07M Sell
11,199
-3,755
-25% -$778K 0.12% 73
2025
Q4 		$3.96M Sell
14,954
-381
-2% -$94.7K 0.24% 42
2025
Q3 		$3.69M Sell
15,335
-589
-4% -$149K 0.23% 42
2025
Q2 		$4.34M Buy
15,924
+3,909
+33% +$1.05M 0.29% 36
2025
Q1 		$3.22M Sell
12,015
-8,846
-42% -$2.75M 0.24% 48
2024
Q4 		$6.97M Sell
20,861
-1,652
-7% -$527K 0.53% 28
2024
Q3 		$6.16M Buy
22,513
+519
+2% +$133K 0.47% 31
2024
Q2 		$5.65M Sell
21,994
-2,054
-9% -$550K 0.47% 32
2024
Q1 		$7.24M Sell
24,048
-429
-2% -$124K 0.61% 27
2023
Q4 		$6.44M Sell
24,477
-1,122
-4% -$254K 0.59% 25
2023
Q3 		$5.19M Sell
25,599
-718
-3% -$155K 0.55% 27
2023
Q2 		$5.56M Sell
26,317
-14,534
-36% -$2.97M 0.59% 24
2023
Q1 		$8.16M Buy
40,851
+6,560
+19% +$1.11M 0.93% 23
2022
Q4 		$4.55M Buy
34,291
+1,509
+5% +$220K 0.53% 44
2022
Q3 		$4.71M Buy
32,782
+7,586
+30% +$1.29M 0.67% 34
2022
Q2 		$4.16M Sell
25,196
-3,785
-13% -$669K 0.56% 39
2022
Q1 		$6.15M Buy
28,981
+4,119
+17% +$886K 0.73% 28
2021
Q4 		$6.32M Buy
24,862
+773
+3% +$217K 0.75% 27
2021
Q3 		$6.53M Buy
24,089
+3,871
+19% +$983K 0.86% 23
2021
Q2 		$4.94M Buy
20,218
+3,727
+23% +$859K 0.66% 34
2021
Q1 		$3.49M Buy
16,491
+1,488
+10% +$331K 0.49% 51
2020
Q4 		$3.34M Buy
+15,003
New +$3.65M 0.5% 52

Other funds holding CRM

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Fragasso Financial Advisors's CRM Position: Q2 2026 in Review

Fragasso Financial Advisors increased its Salesforce (CRM) stake by 2.7% in Q2 2026, buying an estimated $53.1K and bringing the position to 11,501 shares worth $1.8M. The position accounts for 0.1% of the portfolio, ranked #95.

Fragasso Financial Advisors first reported a position in CRM in Q4 2020 and has held it in 23 quarters since. The position peaked at $8.16M in Q1 2023. 896 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Fragasso Financial Advisors held 11,501 shares of Salesforce worth $1.8M as of Q2 2026.
  • Fragasso Financial Advisors bought 302 Salesforce shares in Q2 2026, an estimated $53.1K.
  • Salesforce made up 0.1% of Fragasso Financial Advisors's portfolio in Q2 2026, its #95 holding.
  • Fragasso Financial Advisors first reported a position in Salesforce in Q4 2020 and has held it in 23 quarters since.
  • Fragasso Financial Advisors's Salesforce position peaked at $8.16M in Q1 2023.
  • 896 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Fragasso Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.