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Naples Global Advisors’s Salesforce CRM Stock Holding History

Naples Global 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 		$2.46M Sell
15,684
-3,731
-19% -$656K 0.15% 149
2026
Q1 		$3.62M Sell
19,415
-859
-4% -$178K 0.26% 102
2025
Q4 		$5.38M Buy
20,274
+2,013
+11% +$500K 0.4% 75
2025
Q3 		$4.33M Buy
18,261
+3,760
+26% +$948K 0.34% 84
2025
Q2 		$3.96M Buy
14,501
+1,381
+11% +$369K 0.34% 85
2025
Q1 		$3.52M Buy
13,120
+1,607
+14% +$500K 0.33% 89
2024
Q4 		$3.85M Buy
11,513
+927
+9% +$296K 0.36% 80
2024
Q3 		$2.9M Buy
10,586
+3,555
+51% +$911K 0.27% 105
2024
Q2 		$1.81M Buy
7,031
+4,375
+165% +$1.17M 0.18% 151
2024
Q1 		$801K Hold
2,656
– – 0.08% 239
2023
Q4 		$699K Buy
2,656
+99
+4% +$22.4K 0.08% 247
2023
Q3 		$519K Buy
2,557
+363
+17% +$78.4K 0.06% 271
2023
Q2 		$464K Buy
2,194
+321
+17% +$65.5K 0.05% 287
2023
Q1 		$374K Sell
1,873
-36
-2% -$6.08K 0.05% 308
2022
Q4 		$253K Buy
1,909
+341
+22% +$49.8K 0.03% 351
2022
Q3 		$226K Buy
1,568
+189
+14% +$32K 0.03% 347
2022
Q2 		$228K Buy
1,379
+233
+20% +$41.2K 0.03% 355
2022
Q1 		$243K Sell
1,146
-75
-6% -$16.1K 0.03% 369
2021
Q4 		$310K Hold
1,221
– – 0.04% 337
2021
Q3 		$331K Buy
1,221
+6
+0.5% +$1.52K 0.04% 319
2021
Q2 		$297K Sell
1,215
-50
-4% -$11.5K 0.04% 327
2021
Q1 		$268K Buy
1,265
+50
+4% +$11.1K 0.04% 326
2020
Q4 		$270K Hold
1,215
– – 0.05% 316
2020
Q3 		$305K Sell
1,215
-260
-18% -$56.9K 0.06% 278
2020
Q2 		$276K Hold
1,475
– – 0.06% 287
2020
Q1 		$212K Buy
+1,475
New +$253K 0.06% 290

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

Naples Global Advisors's CRM Position: Q2 2026 in Review

Naples Global Advisors reduced its Salesforce (CRM) stake by 19% in Q2 2026, selling an estimated $656K and leaving 15,684 shares worth $2.46M. The position accounts for 0.15% of the portfolio, ranked #149.

Naples Global Advisors first reported a position in CRM in Q1 2020 and has held it in 26 quarters since. The position peaked at $5.38M in Q4 2025. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Naples Global Advisors held 15,684 shares of Salesforce worth $2.46M as of Q2 2026.
  • Naples Global Advisors sold 3,731 Salesforce shares in Q2 2026, an estimated $656K.
  • Salesforce made up 0.15% of Naples Global Advisors's portfolio in Q2 2026, its #149 holding.
  • Naples Global Advisors first reported a position in Salesforce in Q1 2020 and has held it in 26 quarters since.
  • Naples Global Advisors's Salesforce position peaked at $5.38M in Q4 2025.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Naples Global Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.