Glassy Mountain Advisors’s Salesforce CRM Stock Holding History

Glassy Mountain 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	$3.66M	Buy	23,390 +6,035	+35%	+$1.06M	1%	36
2026 Q1	$3.24M	Buy	17,355 +1,699	+11%	+$352K	1.01%	35
2025 Q4	$4.15M	Buy	15,656 +2,764	+21%	+$687K	1.25%	31
2025 Q3	$3.06M	Sell	12,892 -5	-0%	-$1.26K	0.92%	40
2025 Q2	$3.52M	Buy	12,897 +11,673	+954%	+$3.12M	1.13%	34
2025 Q1	$328K	Hold	1,224	–	–	0.12%	52
2024 Q4	$409K	Hold	1,224	–	–	0.14%	47
2024 Q3	$335K	Sell	1,224 -20	-2%	-$5.12K	0.12%	51
2024 Q2	$320K	Buy	1,244 +20	+2%	+$5.35K	0.12%	46
2024 Q1	$369K	Hold	1,224	–	–	0.14%	45
2023 Q4	$322K	Hold	1,224	–	–	0.13%	46
2023 Q3	$249K	Hold	1,224	–	–	0.12%	50
2023 Q2	$259K	Buy	+1,224	New	+$250K	0.12%	55
2023 Q1	–	Sell	-1,255	Closed	-$166K	–	59
2022 Q4	$166K	Buy	+1,255	New	+$183K	0.09%	67
2022 Q2	$202K	Hold	1,224	–	–	0.12%	65
2022 Q1	$260K	Hold	1,224	–	–	0.13%	60
2021 Q4	$311K	Buy	+1,224	New	+$344K	0.16%	58

Other funds holding CRM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Glassy Mountain Advisors's CRM Position: Q2 2026 in Review

Glassy Mountain Advisors increased its Salesforce (CRM) stake by 35% in Q2 2026, buying an estimated $1.06M and bringing the position to 23,390 shares worth $3.66M. The position accounts for 1% of the portfolio, ranked #36.

Glassy Mountain Advisors first reported a position in CRM in Q4 2021 and has held it in 17 quarters since. The position peaked at $4.15M in Q4 2025. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Glassy Mountain Advisors held 23,390 shares of Salesforce worth $3.66M as of Q2 2026.
Glassy Mountain Advisors bought 6,035 Salesforce shares in Q2 2026, an estimated $1.06M.
Salesforce made up 1% of Glassy Mountain Advisors's portfolio in Q2 2026, its #36 holding.
Glassy Mountain Advisors first reported a position in Salesforce in Q4 2021 and has held it in 17 quarters since.
Glassy Mountain Advisors's Salesforce position peaked at $4.15M in Q4 2025.
2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Glassy Mountain Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.