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Operose Advisors’s Salesforce CRM Stock Holding History

Operose 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 		$99.5K Sell
635
-11
-2% -$1.93K 0.02% 245
2026
Q1 		$121K Buy
646
+11
+2% +$2.28K 0.03% 194
2025
Q4 		$168K Buy
635
+539
+561% +$134K 0.04% 165
2025
Q3 		$22.8K Hold
96
– – 0.01% 316
2025
Q2 		$26.2K Hold
96
– – 0.01% 279
2025
Q1 		$25.8K Hold
96
– – 0.01% 265
2024
Q4 		$32.1K Sell
96
-166
-63% -$53K 0.01% 243
2024
Q3 		$71.7K Buy
262
+31
+13% +$7.94K 0.02% 227
2024
Q2 		$59.4K Hold
231
– – 0.02% 225
2024
Q1 		$69.6K Hold
231
– – 0.02% 219
2023
Q4 		$60.8K Sell
231
-250
-52% -$56.6K 0.02% 204
2023
Q3 		$97.5K Buy
481
+385
+401% +$83.2K 0.04% 215
2023
Q2 		$20.3K Hold
96
– – 0.01% 230
2023
Q1 		$19.2K Hold
96
– – 0.01% 228
2022
Q4 		$12.7K Sell
96
-426
-82% -$62.2K 0.01% 258
2022
Q3 		$75K Hold
522
– – 0.05% 126
2022
Q2 		$86K Hold
522
– – 0.06% 110
2022
Q1 		$111K Buy
522
+437
+514% +$94K 0.08% 98
2021
Q4 		$22K Buy
+85
New +$23.9K 0.02% 199

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

Operose Advisors's CRM Position: Q2 2026 in Review

Operose Advisors reduced its Salesforce (CRM) stake by 1.7% in Q2 2026, selling an estimated $1.93K and leaving 635 shares worth $99.5K. The position accounts for 0.02% of the portfolio, ranked #245.

Operose Advisors first reported a position in CRM in Q4 2021 and has held it in 19 quarters since. The position peaked at $168K in Q4 2025. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Operose Advisors held 635 shares of Salesforce worth $99.5K as of Q2 2026.
  • Operose Advisors sold 11 Salesforce shares in Q2 2026, an estimated $1.93K.
  • Salesforce made up 0.02% of Operose Advisors's portfolio in Q2 2026, its #245 holding.
  • Operose Advisors first reported a position in Salesforce in Q4 2021 and has held it in 19 quarters since.
  • Operose Advisors's Salesforce position peaked at $168K in Q4 2025.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

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