GCA
CRM icon

Gradient Capital Advisors’s Salesforce CRM Stock Holding History

Gradient Capital 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 		– Sell
-1,264
Closed -$236K – 182
2026
Q1 		$236K Sell
1,264
-15
-1% -$3.11K 0.06% 162
2025
Q4 		$339K Buy
1,279
+4
+0.3% +$994 0.09% 127
2025
Q3 		$302K Sell
1,275
-23
-2% -$5.8K 0.08% 131
2025
Q2 		$354K Buy
1,298
+17
+1% +$4.54K 0.1% 118
2025
Q1 		$344K Buy
1,281
+32
+3% +$9.95K 0.11% 113
2024
Q4 		$418K Hold
1,249
– – 0.13% 100
2024
Q3 		$342K Buy
1,249
+48
+4% +$12.3K 0.11% 113
2024
Q2 		$309K Buy
1,201
+6
+0.5% +$1.61K 0.11% 117
2024
Q1 		$360K Buy
1,195
+7
+0.6% +$2.02K 0.13% 113
2023
Q4 		$313K Sell
1,188
-2
-0.2% -$453 0.12% 118
2023
Q3 		$241K Buy
1,190
+196
+20% +$42.3K 0.1% 130
2023
Q2 		$210K Buy
+994
New +$203K 0.08% 134

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
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Gradient Capital Advisors's CRM Position: Q2 2026 in Review

Gradient Capital Advisors sold out of Salesforce (CRM) in Q2 2026, closing a stake of 1,264 shares — an estimated $236K sold.

Gradient Capital Advisors first reported a position in CRM in Q2 2023 and held it in 12 quarters. The position peaked at $418K in Q4 2024. 458 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Gradient Capital Advisors reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
  • Gradient Capital Advisors sold 1,264 Salesforce shares in Q2 2026, an estimated $236K.
  • Gradient Capital Advisors first reported a position in Salesforce in Q2 2023 and held it in 12 quarters.
  • Gradient Capital Advisors's Salesforce position peaked at $418K in Q4 2024.
  • 458 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Gradient Capital Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.