Range Advisory, LLC’s Salesforce CRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$350K Sell
2,231
-572
-20% -$101K 0.04% 214
2026
Q1
$523K Buy
2,803
+827
+42% +$171K 0.1% 117
2025
Q4
$523K Buy
+1,976
New +$491K 0.14% 90

Other funds holding CRM

Range Advisory, LLC's CRM Position: Q2 2026 in Review

Range Advisory, LLC reduced its Salesforce (CRM) stake by 20% in Q2 2026, selling an estimated $101K and leaving 2,231 shares worth $350K. The position accounts for 0.04% of the portfolio, ranked #214.

Range Advisory, LLC first reported a position in CRM in Q4 2025 and has held it in 3 quarters since. The position peaked at $523K in Q4 2025. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Range Advisory, LLC held 2,231 shares of Salesforce worth $350K as of Q2 2026.
  • Range Advisory, LLC sold 572 Salesforce shares in Q2 2026, an estimated $101K.
  • Salesforce made up 0.04% of Range Advisory, LLC's portfolio in Q2 2026, its #214 holding.
  • Range Advisory, LLC first reported a position in Salesforce in Q4 2025 and has held it in 3 quarters since.
  • Range Advisory, LLC's Salesforce position peaked at $523K in Q4 2025.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Range Advisory, LLC's 13F filing for Q2 2026, filed 2 Sep 2026.