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Highland Investment Advisors LLC’s Salesforce CRM Stock Holding History

Highland Investment Advisors LLC’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 		$1.72K Buy
+11
New +$1.93K ﹤0.01% 508

Other funds holding CRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Highland Investment Advisors LLC's CRM Position: Q2 2026 in Review

Highland Investment Advisors LLC opened a new position in Salesforce (CRM) in Q2 2026: 11 shares worth $1.72K. The stake represents ﹤0.01% of the portfolio and ranks #508 among its holdings.

2,096 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Highland Investment Advisors LLC held 11 shares of Salesforce worth $1.72K as of Q2 2026.
  • Salesforce was a new Highland Investment Advisors LLC position in Q2 2026.
  • Salesforce made up ﹤0.01% of Highland Investment Advisors LLC's portfolio in Q2 2026, its #508 holding.
  • 2,096 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Highland Investment Advisors LLC's 13F filing for Q2 2026, filed 13 Aug 2026.