HighTower Advisors
CRM icon

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
2024
Q3 		– Sell
-43,000
Closed -$189K – 3790
2024
Q2 		$189K Buy
43,000
+7,700
+22% +$2.06M ﹤0.01% 3049
2024
Q1 		$33.8K Buy
35,300
+34,300
+3,430% +$9.9M ﹤0.01% 3303
2023
Q4 		$11.7K Buy
1,000
+998
+49,900% +$226K ﹤0.01% 3430
2023
Q3 		$555 Sell
2
-151
-99% -$32.6K ﹤0.01% 3503
2023
Q2 		$84.9K Sell
153
-15,747
-99% -$3.21M ﹤0.01% 3104
2023
Q1 		$6.42K Buy
+15,900
New +$2.69M ﹤0.01% 3221
2022
Q4 		– Sell
-12
Closed -$5K – 3378
2022
Q3 		$5K Sell
12
-34,188
-100% -$5.8M ﹤0.01% 3053
2022
Q2 		$465K Buy
34,200
+33,865
+10,109% +$5.98M ﹤0.01% 2096
2022
Q1 		$291K Sell
335
-17
-5% -$3.66K ﹤0.01% 2548
2021
Q4 		$292K Sell
352
-148
-30% -$41.6K ﹤0.01% 2486
2021
Q3 		$9K Buy
+500
New +$127K ﹤0.01% 3038
2021
Q2 		– Sell
-26
Closed -$20K – 3197
2021
Q1 		$20K Sell
26
-319
-92% -$71K ﹤0.01% 2897
2020
Q4 		$769K Sell
345
-34,055
-99% -$8.28M ﹤0.01% 1408
2020
Q3 		$728K Buy
+34,400
New +$7.53M ﹤0.01% 1379
2020
Q1 		– Sell
-300
Closed -$2K – 2260
2019
Q4 		$2K Sell
300
-200
-40% -$31.4K ﹤0.01% 2246
2019
Q3 		$6K Buy
500
+300
+150% +$45.6K ﹤0.01% 2327
2019
Q2 		$2K Hold
200
– – ﹤0.01% 2347
2019
Q1 		$1K Buy
+200
New +$31K ﹤0.01% 2269
2016
Q2 		– Sell
-500
Closed -$1.24M – 1819
2016
Q1 		$1.24M Buy
+500
New +$34.4K ﹤0.01% 928
2014
Q2 		– Sell
-500
Closed -$1K – 1615
2014
Q1 		$1K Buy
+500
New +$29.9K ﹤0.01% 1569

Other funds holding CRM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
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.