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Knights of Columbus Asset Advisors’s Salesforce CRM Stock Holding History

Knights of Columbus Asset 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
2026
Q2 		– Sell
-13,064
Closed -$2.44M – 395
2026
Q1 		$2.44M Buy
13,064
+1,405
+12% +$291K 0.14% 167
2025
Q4 		$3.09M Sell
11,659
-187
-2% -$46.5K 0.18% 125
2025
Q3 		$2.81M Sell
11,846
-1,305
-10% -$329K 0.16% 144
2025
Q2 		$3.59M Sell
13,151
-32,542
-71% -$8.7M 0.22% 117
2025
Q1 		$12.3M Sell
45,693
-7,588
-14% -$2.36M 0.84% 29
2024
Q4 		$17.8M Sell
53,281
-1,184
-2% -$378K 1.18% 13
2024
Q3 		$14.9M Buy
54,465
+10,123
+23% +$2.59M 0.99% 18
2024
Q2 		$11.4M Buy
44,342
+3,786
+9% +$1.01M 0.74% 24
2024
Q1 		$12.2M Sell
40,556
-903
-2% -$261K 0.88% 20
2023
Q4 		$10.9M Buy
41,459
+349
+0.8% +$79K 0.7% 17
2023
Q3 		$8.34M Buy
41,110
+13,934
+51% +$3.01M 0.76% 21
2023
Q2 		$5.74M Buy
27,176
+1,766
+7% +$360K 0.52% 43
2023
Q1 		$5.08M Buy
25,410
+8,747
+52% +$1.48M 0.5% 48
2022
Q4 		$2.21M Sell
16,663
-1,930
-10% -$282K 0.23% 148
2022
Q3 		$2.67M Sell
18,593
-1,029
-5% -$174K 0.27% 119
2022
Q2 		$3.24M Buy
19,622
+184
+0.9% +$32.5K 0.32% 103
2022
Q1 		$4.13M Sell
19,438
-21,123
-52% -$4.55M 0.35% 99
2021
Q4 		$10.3M Buy
40,561
+13,041
+47% +$3.66M 0.83% 16
2021
Q3 		$7.46M Buy
27,520
+3,243
+13% +$824K 0.67% 27
2021
Q2 		$5.93M Sell
24,277
-1,339
-5% -$309K 0.55% 57
2021
Q1 		$5.43M Buy
25,616
+3,913
+18% +$871K 0.53% 58
2020
Q4 		$4.83M Buy
21,703
+6,155
+40% +$1.5M 0.51% 53
2020
Q3 		$3.91M Buy
15,548
+7,770
+100% +$1.7M 0.48% 53
2020
Q2 		$1.46M Sell
7,778
-31,475
-80% -$5.3M 0.18% 177
2020
Q1 		$5.65M Sell
39,253
-6,575
-14% -$1.13M 0.71% 22
2019
Q4 		$7.45M Buy
+45,828
New +$7.18M 0.66% 23

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

Knights of Columbus Asset Advisors's CRM Position: Q2 2026 in Review

Knights of Columbus Asset Advisors sold out of Salesforce (CRM) in Q2 2026, closing a stake of 13,064 shares — an estimated $2.44M sold.

Knights of Columbus Asset Advisors first reported a position in CRM in Q4 2019 and held it in 26 quarters. The position peaked at $17.8M in Q4 2024. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Knights of Columbus Asset Advisors reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
  • Knights of Columbus Asset Advisors sold 13,064 Salesforce shares in Q2 2026, an estimated $2.44M.
  • Knights of Columbus Asset Advisors first reported a position in Salesforce in Q4 2019 and held it in 26 quarters.
  • Knights of Columbus Asset Advisors's Salesforce position peaked at $17.8M in Q4 2024.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Knights of Columbus Asset Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.