Granite Harbor Advisors’s Salesforce CRM Stock Holding History

Granite Harbor 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	$214K	Buy	1,366 +126	+10%	+$22.2K	0.08%	127
2026 Q1	$231K	Buy	1,240 +146	+13%	+$30.2K	0.1%	117
2025 Q4	$290K	Sell	1,094 -50	-4%	-$12.4K	0.12%	103
2025 Q3	$271K	Sell	1,144 -9	-0.8%	-$2.27K	0.11%	113
2025 Q2	$314K	Buy	1,153 +119	+12%	+$31.8K	0.15%	88
2025 Q1	$277K	Buy	1,034 +291	+39%	+$90.5K	0.15%	83
2024 Q4	$248K	Buy	743 +2	+0.3%	+$638	0.14%	79
2024 Q3	$203K	Buy	+741	New	+$190K	0.12%	91

Other funds holding CRM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Granite Harbor Advisors's CRM Position: Q2 2026 in Review

Granite Harbor Advisors increased its Salesforce (CRM) stake by 10% in Q2 2026, buying an estimated $22.2K and bringing the position to 1,366 shares worth $214K. The position accounts for 0.08% of the portfolio, ranked #127.

Granite Harbor Advisors first reported a position in CRM in Q3 2024 and has held it in 8 quarters since. The position peaked at $314K in Q2 2025. 1,100 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Granite Harbor Advisors held 1,366 shares of Salesforce worth $214K as of Q2 2026.
Granite Harbor Advisors bought 126 Salesforce shares in Q2 2026, an estimated $22.2K.
Salesforce made up 0.08% of Granite Harbor Advisors's portfolio in Q2 2026, its #127 holding.
Granite Harbor Advisors first reported a position in Salesforce in Q3 2024 and has held it in 8 quarters since.
Granite Harbor Advisors's Salesforce position peaked at $314K in Q2 2025.
1,100 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

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