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Minot DeBlois Advisors’s Salesforce CRM Stock Holding History

Minot DeBlois 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 		$683K Sell
4,358
-23
-0.5% -$4.04K 0.59% 48
2026
Q1 		$818K Buy
4,381
+110
+3% +$22.8K 0.74% 42
2025
Q4 		$1.13M Buy
4,271
+66
+2% +$16.4K 1.02% 32
2025
Q3 		$997K Buy
4,205
+260
+7% +$65.6K 0.9% 33
2025
Q2 		$1.08M Buy
3,945
+40
+1% +$10.7K 1.02% 29
2025
Q1 		$1.05M Sell
3,905
-215
-5% -$66.9K 1.04% 29
2024
Q4 		$1.38M Buy
+4,120
New +$1.31M 1.26% 24

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

Minot DeBlois Advisors's CRM Position: Q2 2026 in Review

Minot DeBlois Advisors reduced its Salesforce (CRM) stake by 0.52% in Q2 2026, selling an estimated $4.04K and leaving 4,358 shares worth $683K. The position accounts for 0.59% of the portfolio, ranked #48.

Minot DeBlois Advisors first reported a position in CRM in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.38M in Q4 2024. 2,486 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Minot DeBlois Advisors held 4,358 shares of Salesforce worth $683K as of Q2 2026.
  • Minot DeBlois Advisors sold 23 Salesforce shares in Q2 2026, an estimated $4.04K.
  • Salesforce made up 0.59% of Minot DeBlois Advisors's portfolio in Q2 2026, its #48 holding.
  • Minot DeBlois Advisors first reported a position in Salesforce in Q4 2024 and has held it in 7 quarters since.
  • Minot DeBlois Advisors's Salesforce position peaked at $1.38M in Q4 2024.
  • 2,486 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Minot DeBlois Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.