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Frazier Financial Advisors’s Salesforce CRM Stock Holding History

Frazier 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 		$61.7K Sell
394
-193
-33% -$33.9K 0.03% 166
2026
Q1 		$110K Buy
587
+119
+25% +$24.7K 0.06% 105
2025
Q4 		$124K Hold
468
– – 0.07% 93
2025
Q3 		$111K Buy
468
+1
+0.2% +$252 0.07% 91
2025
Q2 		$127K Buy
467
+14
+3% +$3.74K 0.09% 84
2025
Q1 		$121K Buy
453
+33
+8% +$10.3K 0.09% 74
2024
Q4 		$141K Sell
420
-119
-22% -$38K 0.11% 70
2024
Q3 		$147K Sell
539
-25
-4% -$6.4K 0.11% 71
2024
Q2 		$145K Buy
564
+123
+28% +$32.9K 0.12% 77
2024
Q1 		$133K Buy
441
+356
+419% +$103K 0.11% 79
2023
Q4 		$22.4K Buy
+85
New +$19.2K 0.02% 222

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

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

Frazier Financial Advisors reduced its Salesforce (CRM) stake by 33% in Q2 2026, selling an estimated $33.9K and leaving 394 shares worth $61.7K. The position accounts for 0.03% of the portfolio, ranked #166.

Frazier Financial Advisors first reported a position in CRM in Q4 2023 and has held it in 11 quarters since. The position peaked at $147K in Q3 2024. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Frazier Financial Advisors held 394 shares of Salesforce worth $61.7K as of Q2 2026.
  • Frazier Financial Advisors sold 193 Salesforce shares in Q2 2026, an estimated $33.9K.
  • Salesforce made up 0.03% of Frazier Financial Advisors's portfolio in Q2 2026, its #166 holding.
  • Frazier Financial Advisors first reported a position in Salesforce in Q4 2023 and has held it in 11 quarters since.
  • Frazier Financial Advisors's Salesforce position peaked at $147K in Q3 2024.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Frazier Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.