Global Assets Advisory’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
Other funds holding CRM
Global Assets Advisory's CRM Position: Q2 2026 in Review
Global Assets Advisory increased its Salesforce (CRM) stake by 11% in Q2 2026, buying an estimated $30.4K and bringing the position to 1,798 shares worth $296K. The position accounts for 0.06% of the portfolio, ranked #264.
Global Assets Advisory first reported a position in CRM in Q1 2024 and has held it in 7 quarters since. The position peaked at $1.58M in Q2 2025. 2,475 funds tracked by Wall St. Rank hold CRM as of Q2 2026.
- Global Assets Advisory held 1,798 shares of Salesforce worth $296K as of Q2 2026.
- Global Assets Advisory bought 173 Salesforce shares in Q2 2026, an estimated $30.4K.
- Salesforce made up 0.06% of Global Assets Advisory's portfolio in Q2 2026, its #264 holding.
- Global Assets Advisory first reported a position in Salesforce in Q1 2024 and has held it in 7 quarters since.
- Global Assets Advisory's Salesforce position peaked at $1.58M in Q2 2025.
- 2,475 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.
Based on Global Assets Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.