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GHP Investment Advisors’s Salesforce CRM Stock Holding History

GHP 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 		$1.79M Buy
11,429
+11,273
+7,226% +$1.98M 0.07% 250
2026
Q1 		$29.2K Sell
156
-4
-3% -$829 ﹤0.01% 641
2025
Q4 		$42.5K Sell
160
-4
-2% -$994 ﹤0.01% 545
2025
Q3 		$39K Sell
164
-30
-15% -$7.57K ﹤0.01% 556
2025
Q2 		$53K Buy
194
+30
+18% +$8.02K ﹤0.01% 512
2025
Q1 		$44.1K Sell
164
-71
-30% -$22.1K ﹤0.01% 515
2024
Q4 		$78.6K Sell
235
-24
-9% -$7.66K ﹤0.01% 460
2024
Q3 		$70.9K Buy
259
+53
+26% +$13.6K ﹤0.01% 479
2024
Q2 		$53K Buy
206
+57
+38% +$15.3K ﹤0.01% 498
2024
Q1 		$44.9K Hold
149
– – ﹤0.01% 508
2023
Q4 		$39.2K Sell
149
-66
-31% -$14.9K ﹤0.01% 511
2023
Q3 		$44K Hold
215
– – ﹤0.01% 508
2023
Q2 		$44.9K Hold
215
– – ﹤0.01% 501
2023
Q1 		$43K Sell
215
-55
-20% -$9.29K ﹤0.01% 504
2022
Q4 		$35.8K Buy
270
+63
+30% +$9.19K ﹤0.01% 528
2022
Q3 		$30K Buy
207
+110
+113% +$18.7K ﹤0.01% 533
2022
Q2 		$16K Sell
97
-475
-83% -$83.9K ﹤0.01% 608
2022
Q1 		$121K Buy
+572
New +$123K 0.01% 403
2020
Q2 		– Sell
-1,456
Closed -$210K – 269
2020
Q1 		$210K Buy
+1,456
New +$250K 0.03% 268

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

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

GHP Investment Advisors increased its Salesforce (CRM) stake by 7,226% in Q2 2026, buying an estimated $1.98M and bringing the position to 11,429 shares worth $1.79M. The position accounts for 0.07% of the portfolio, ranked #250.

GHP Investment Advisors first reported a position in CRM in Q1 2020 and has held it in 19 quarters since. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • GHP Investment Advisors held 11,429 shares of Salesforce worth $1.79M as of Q2 2026.
  • GHP Investment Advisors bought 11,273 Salesforce shares in Q2 2026, an estimated $1.98M.
  • Salesforce made up 0.07% of GHP Investment Advisors's portfolio in Q2 2026, its #250 holding.
  • GHP Investment Advisors first reported a position in Salesforce in Q1 2020 and has held it in 19 quarters since.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.