HighTower Advisors’s Salesforce CRM Stock Holding History

HighTower 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
2025 Q1	–	Sell	-60,000	Closed	-$142K	–	3812
2024 Q4	$142K	Buy	+60,000	New	+$19.1M	﹤0.01%	3294
2022 Q2	–	Sell	-14	Closed	-$16K	–	3290
2022 Q1	$16K	Buy	+14	New	+$3.01K	﹤0.01%	3184
2021 Q1	–	Sell	-2	Closed	-$2K	–	3092
2020 Q4	$2K	Buy	+2	New	+$486	﹤0.01%	2560
2020 Q1	–	Sell	-6,500	Closed	-$68K	–	2259
2019 Q4	$68K	Buy	+6,500	New	+$1.02M	﹤0.01%	2105
2019 Q3	–	Sell	-1,500	Closed	-$1K	–	2431
2019 Q2	$1K	Buy	1,500 +500	+50%	+$78.4K	﹤0.01%	2362
2019 Q1	$11K	Sell	1,000 -500	-33%	-$77.5K	﹤0.01%	2202
2018 Q4	$14K	Hold	1,500	–	–	﹤0.01%	2103
2018 Q3	$14K	Buy	1,500 +500	+50%	+$74.2K	﹤0.01%	2183
2018 Q2	$8K	Sell	1,000 -1,000	-50%	-$128K	﹤0.01%	2152
2018 Q1	$7K	Buy	2,000 +1,000	+100%	+$115K	﹤0.01%	2102
2017 Q4	$1K	Hold	1,000	–	–	﹤0.01%	2249
2017 Q3	$4K	Sell	1,000 -1,000	-50%	-$92K	﹤0.01%	2174
2017 Q2	$6K	Sell	2,000 -5,000	-71%	-$435K	﹤0.01%	2141
2017 Q1	$17K	Buy	+7,000	New	+$559K	﹤0.01%	1977

Other funds holding CRM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

HighTower Advisors's CRM Position: Q1 2026 in Review

HighTower Advisors reduced its Salesforce (CRM) stake by 17% in Q1 2026, selling an estimated $16.1M and leaving 375,131 shares worth $70M. The position accounts for 0.07% of the portfolio, ranked #268.

HighTower Advisors first reported a position in CRM in Q2 2013 and has held it in 52 quarters since. The position peaked at $143M in Q4 2021. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

HighTower Advisors held 375,131 shares of Salesforce worth $70M as of Q1 2026.
HighTower Advisors sold 77,907 Salesforce shares in Q1 2026, an estimated $16.1M.
Salesforce made up 0.07% of HighTower Advisors's portfolio in Q1 2026, its #268 holding.
HighTower Advisors first reported a position in Salesforce in Q2 2013 and has held it in 52 quarters since.
HighTower Advisors's Salesforce position peaked at $143M in Q4 2021.
2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.