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Meeder Advisory Services’s Salesforce CRM Stock Holding History

Meeder Advisory Services’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 		$2.29M Sell
14,641
-1,209
-8% -$213K 0.08% 165
2026
Q1 		$2.96M Buy
15,850
+40
+0.3% +$8.29K 0.12% 116
2025
Q4 		$4.19M Buy
15,810
+158
+1% +$39.3K 0.18% 82
2025
Q3 		$3.71M Sell
15,652
-1,473
-9% -$372K 0.17% 87
2025
Q2 		$4.67M Sell
17,125
-695
-4% -$186K 0.24% 60
2025
Q1 		$4.78M Buy
17,820
+653
+4% +$203K 0.29% 52
2024
Q4 		$5.74M Buy
17,167
+1,232
+8% +$393K 0.36% 40
2024
Q3 		$4.36M Sell
15,935
-162
-1% -$41.5K 0.28% 56
2024
Q2 		$4.14M Buy
16,097
+4,362
+37% +$1.17M 0.29% 50
2024
Q1 		$3.53M Buy
11,735
+713
+6% +$206K 0.36% 41
2023
Q4 		$2.9M Buy
11,022
+219
+2% +$49.6K 0.33% 48
2023
Q3 		$2.19M Sell
10,803
-1,592
-13% -$344K 0.28% 61
2023
Q2 		$2.62M Buy
12,395
+831
+7% +$170K 0.28% 56
2023
Q1 		$2.31M Buy
11,564
+2,408
+26% +$407K 0.27% 62
2022
Q4 		$1.21M Buy
+9,156
New +$1.34M 0.15% 120

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 $3.38T AUM 44.17% 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

Meeder Advisory Services's CRM Position: Q2 2026 in Review

Meeder Advisory Services reduced its Salesforce (CRM) stake by 7.6% in Q2 2026, selling an estimated $213K and leaving 14,641 shares worth $2.29M. The position accounts for 0.08% of the portfolio, ranked #165.

Meeder Advisory Services first reported a position in CRM in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.74M in Q4 2024. 2,494 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Meeder Advisory Services held 14,641 shares of Salesforce worth $2.29M as of Q2 2026.
  • Meeder Advisory Services sold 1,209 Salesforce shares in Q2 2026, an estimated $213K.
  • Salesforce made up 0.08% of Meeder Advisory Services's portfolio in Q2 2026, its #165 holding.
  • Meeder Advisory Services first reported a position in Salesforce in Q4 2022 and has held it in 15 quarters since.
  • Meeder Advisory Services's Salesforce position peaked at $5.74M in Q4 2024.
  • 2,494 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Meeder Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.