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Modus Advisors’s Salesforce CRM Stock Holding History

Modus 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
-16,974
Closed -$3.17M – 119
2026
Q1 		$3.17M Buy
16,974
+1,421
+9% +$294K 0.87% 46
2025
Q4 		$4.12M Buy
15,553
+1,271
+9% +$316K 1.09% 32
2025
Q3 		$3.38M Sell
14,282
-944
-6% -$238K 0.92% 39
2025
Q2 		$4.15M Buy
15,226
+430
+3% +$115K 1.23% 33
2025
Q1 		$3.97M Buy
14,796
+390
+3% +$121K 1.3% 31
2024
Q4 		$4.82M Buy
14,406
+59
+0.4% +$18.8K 1.51% 23
2024
Q3 		$3.93M Buy
14,347
+290
+2% +$74.3K 1.29% 31
2024
Q2 		$3.61M Buy
14,057
+1,455
+12% +$389K 1.28% 31
2024
Q1 		$3.8M Buy
12,602
+424
+3% +$122K 1.41% 30
2023
Q4 		$3.2M Buy
12,178
+260
+2% +$58.8K 1.3% 30
2023
Q3 		$2.42M Sell
11,918
-8
-0.1% -$1.73K 1.05% 39
2023
Q2 		$2.52M Buy
11,926
+178
+2% +$36.3K 1.08% 37
2023
Q1 		$2.35M Sell
11,748
-314
-3% -$53K 1.08% 39
2022
Q4 		$1.6M Buy
12,062
+2,025
+20% +$295K 0.77% 49
2022
Q3 		$1.44M Buy
10,037
+241
+2% +$40.9K 0.76% 44
2022
Q2 		$1.62M Buy
9,796
+872
+10% +$154K 0.82% 43
2022
Q1 		$1.9M Buy
8,924
+1,148
+15% +$247K 0.83% 42
2021
Q4 		$1.98M Sell
7,776
-291
-4% -$81.8K 0.84% 39
2021
Q3 		$2.19M Buy
8,067
+476
+6% +$121K 0.95% 35
2021
Q2 		$1.85M Buy
7,591
+107
+1% +$24.7K 0.78% 41
2021
Q1 		$1.59M Buy
7,484
+1,236
+20% +$275K 0.73% 47
2020
Q4 		$1.39M Buy
6,248
+1,885
+43% +$458K 0.72% 47
2020
Q3 		$1.1M Buy
4,363
+3,224
+283% +$706K 0.63% 50
2020
Q2 		$213K Buy
+1,139
New +$192K 0.14% 76

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

Modus Advisors's CRM Position: Q2 2026 in Review

Modus Advisors sold out of Salesforce (CRM) in Q2 2026, closing a stake of 16,974 shares — an estimated $3.17M sold.

Modus Advisors first reported a position in CRM in Q2 2020 and held it in 24 quarters. The position peaked at $4.82M in Q4 2024. 2,487 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Modus Advisors reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
  • Modus Advisors sold 16,974 Salesforce shares in Q2 2026, an estimated $3.17M.
  • Modus Advisors first reported a position in Salesforce in Q2 2020 and held it in 24 quarters.
  • Modus Advisors's Salesforce position peaked at $4.82M in Q4 2024.
  • 2,487 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Modus Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.