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HighPoint Advisor Group’s Salesforce CRM Stock Holding History

HighPoint Advisor Group’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 		$1.77M Sell
11,302
-1,979
-15% -$348K 0.06% 224
2026
Q1 		$2.48M Sell
13,281
-30,316
-70% -$6.28M 0.1% 173
2025
Q4 		$11.5M Buy
43,597
+14,126
+48% +$3.51M 0.25% 84
2025
Q3 		$6.98M Buy
29,471
+2,023
+7% +$510K 0.33% 44
2025
Q2 		$7.48M Sell
27,448
-496
-2% -$133K 0.4% 41
2025
Q1 		$7.48M Buy
27,944
+2,072
+8% +$644K 0.44% 39
2024
Q4 		$8.44M Buy
25,872
+2,826
+12% +$902K 0.46% 37
2024
Q3 		$6.31M Sell
23,046
-5,294
-19% -$1.36M 0.37% 44
2024
Q2 		$7.31M Buy
28,340
+9,775
+53% +$2.62M 0.44% 41
2024
Q1 		$5.15M Buy
18,565
+110
+0.6% +$31.7K 0.36% 47
2023
Q4 		$5.65M Buy
+18,455
New +$4.18M 0.4% 43
2022
Q2 		$3.67M Buy
+21,223
New +$3.75M 0.4% 51
2021
Q3 		$5.76M Sell
21,235
-460
-2% -$117K 0.56% 38
2021
Q2 		$5.3M Buy
21,695
+2,265
+12% +$522K 0.53% 38
2021
Q1 		$4.49M Sell
19,430
-722
-4% -$161K 0.52% 41
2020
Q4 		$4.77M Buy
20,152
+8,135
+68% +$1.98M 0.58% 31
2020
Q3 		$3.13M Sell
12,017
-220
-2% -$48.2K 0.57% 35
2020
Q2 		$2.35M Sell
12,237
-3,212
-21% -$541K 0.5% 43
2020
Q1 		$2.38M Buy
15,449
+8,867
+135% +$1.52M 0.57% 39
2019
Q4 		$1.22M Buy
6,582
+1,887
+40% +$296K 0.25% 79
2019
Q3 		$756K Sell
4,695
-3,084
-40% -$469K 0.17% 110
2019
Q2 		$1.23M Buy
7,779
+377
+5% +$59.1K 0.29% 73
2019
Q1 		$1.16M Buy
7,402
+3,632
+96% +$563K 0.28% 73
2018
Q4 		$605K Buy
3,770
+503
+15% +$69.2K 0.16% 145
2018
Q3 		$467K Buy
3,267
+152
+5% +$22.6K 0.13% 168
2018
Q2 		$454K Buy
3,115
+284
+10% +$36.2K 0.12% 183
2018
Q1 		$378K Buy
2,831
+105
+4% +$12.1K 0.1% 203
2017
Q4 		$294K Buy
+2,726
New +$278K 0.08% 221

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

HighPoint Advisor Group's CRM Position: Q2 2026 in Review

HighPoint Advisor Group reduced its Salesforce (CRM) stake by 15% in Q2 2026, selling an estimated $348K and leaving 11,302 shares worth $1.77M. The position accounts for 0.06% of the portfolio, ranked #224.

HighPoint Advisor Group first reported a position in CRM in Q4 2017 and has held it in 28 quarters since. The position peaked at $11.5M in Q4 2025. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • HighPoint Advisor Group held 11,302 shares of Salesforce worth $1.77M as of Q2 2026.
  • HighPoint Advisor Group sold 1,979 Salesforce shares in Q2 2026, an estimated $348K.
  • Salesforce made up 0.06% of HighPoint Advisor Group's portfolio in Q2 2026, its #224 holding.
  • HighPoint Advisor Group first reported a position in Salesforce in Q4 2017 and has held it in 28 quarters since.
  • HighPoint Advisor Group's Salesforce position peaked at $11.5M in Q4 2025.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on HighPoint Advisor Group's 13F filing for Q2 2026, filed 5 Aug 2026.