Madison Park Capital Advisors’s Salesforce CRM Stock Holding History

Madison Park Capital 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	$315K	Buy	1,899 +384	+25%	+$67.5K	0.22%	49
2026 Q1	$283K	Hold	1,515	–	–	0.22%	49
2025 Q4	$401K	Sell	1,515 -185	-11%	-$46K	0.33%	39
2025 Q3	$403K	Buy	1,700 +170	+11%	+$42.9K	0.33%	38
2025 Q2	$417K	Hold	1,530	–	–	0.35%	37
2025 Q1	$411K	Buy	1,530 +30	+2%	+$9.33K	0.36%	35
2024 Q4	$501K	Hold	1,500	–	–	0.4%	38
2024 Q3	$411K	Hold	1,500	–	–	0.31%	43
2024 Q2	$386K	Sell	1,500 -44	-3%	-$11.8K	0.32%	44
2024 Q1	$465K	Hold	1,544	–	–	0.41%	36
2023 Q4	$406K	Buy	+1,544	New	+$349K	0.39%	38

Other funds holding CRM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Madison Park Capital Advisors's CRM Position: Q2 2026 in Review

Madison Park Capital Advisors increased its Salesforce (CRM) stake by 25% in Q2 2026, buying an estimated $67.5K and bringing the position to 1,899 shares worth $315K. The position accounts for 0.22% of the portfolio, ranked #49.

Madison Park Capital Advisors first reported a position in CRM in Q4 2023 and has held it in 11 quarters since. The position peaked at $501K in Q4 2024. 1,100 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Madison Park Capital Advisors held 1,899 shares of Salesforce worth $315K as of Q2 2026.
Madison Park Capital Advisors bought 384 Salesforce shares in Q2 2026, an estimated $67.5K.
Salesforce made up 0.22% of Madison Park Capital Advisors's portfolio in Q2 2026, its #49 holding.
Madison Park Capital Advisors first reported a position in Salesforce in Q4 2023 and has held it in 11 quarters since.
Madison Park Capital Advisors's Salesforce position peaked at $501K in Q4 2024.
1,100 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Madison Park Capital Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.