MYIA
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Mount Yale Investment Advisors’s Salesforce CRM Stock Holding History

Mount Yale Investment 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
2024
Q3 		– Sell
-100
Closed -$4.93K – 555
2024
Q2 		$4.93K Buy
+100
New +$26.8K ﹤0.01% 539

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

Mount Yale Investment Advisors's CRM Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its Salesforce (CRM) stake by 16% in Q2 2026, buying an estimated $702K and bringing the position to 29,278 shares worth $4.59M. The position accounts for 0.09% of the portfolio, ranked #237.

Mount Yale Investment Advisors first reported a position in CRM in Q1 2018 and has held it in 26 quarters since. The position peaked at $5.33M in Q4 2024. 2,488 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Mount Yale Investment Advisors held 29,278 shares of Salesforce worth $4.59M as of Q2 2026.
  • Mount Yale Investment Advisors bought 3,993 Salesforce shares in Q2 2026, an estimated $702K.
  • Salesforce made up 0.09% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #237 holding.
  • Mount Yale Investment Advisors first reported a position in Salesforce in Q1 2018 and has held it in 26 quarters since.
  • Mount Yale Investment Advisors's Salesforce position peaked at $5.33M in Q4 2024.
  • 2,488 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.