PAS
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Parsonex Advisory Services’s Salesforce CRM Stock Holding History

Parsonex Advisory Services’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 		$1.8M Sell
11,516
-53
-0.5% -$9.32K 1.57% 24
2026
Q1 		$2.16M Sell
11,569
-1,419
-11% -$294K 2.11% 23
2025
Q4 		$3.44M Buy
12,988
+1,014
+8% +$252K 2.19% 16
2025
Q3 		$2.84M Buy
11,974
+3,350
+39% +$845K 1.93% 18
2025
Q2 		$2.35M Buy
+8,624
New +$2.31M 1.96% 17

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

Parsonex Advisory Services's CRM Position: Q2 2026 in Review

Parsonex Advisory Services reduced its Salesforce (CRM) stake by 0.46% in Q2 2026, selling an estimated $9.32K and leaving 11,516 shares worth $1.8M. The position accounts for 1.57% of the portfolio, ranked #24.

Parsonex Advisory Services first reported a position in CRM in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.44M in Q4 2025. 2,465 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Parsonex Advisory Services held 11,516 shares of Salesforce worth $1.8M as of Q2 2026.
  • Parsonex Advisory Services sold 53 Salesforce shares in Q2 2026, an estimated $9.32K.
  • Salesforce made up 1.57% of Parsonex Advisory Services's portfolio in Q2 2026, its #24 holding.
  • Parsonex Advisory Services first reported a position in Salesforce in Q2 2025 and has held it in 5 quarters since.
  • Parsonex Advisory Services's Salesforce position peaked at $3.44M in Q4 2025.
  • 2,465 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Parsonex Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.