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Perennial Advisors’s Salesforce CRM Stock Holding History

Perennial 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
-2,014
Closed -$376K – 142
2026
Q1 		$376K Sell
2,014
-153
-7% -$31.7K 0.06% 96
2025
Q4 		$574K Buy
2,167
+26
+1% +$6.46K 0.1% 78
2025
Q3 		$507K Buy
2,141
+118
+6% +$29.8K 0.09% 85
2025
Q2 		$552K Sell
2,023
-4
-0.2% -$1.07K 0.1% 79
2025
Q1 		$544K Buy
+2,027
New +$630K 0.11% 77
2024
Q2 		$467K Hold
1,815
– – 0.1% 81
2024
Q1 		$547K Sell
1,815
-11
-0.6% -$3.17K 0.13% 78
2023
Q4 		$480K Sell
1,826
-5
-0.3% -$1.13K 0.12% 80
2023
Q3 		$371K Sell
1,831
-2
-0.1% -$432 0.1% 84
2023
Q2 		$387K Sell
1,833
-243
-12% -$49.6K 0.1% 84
2023
Q1 		$415K Buy
+2,076
New +$351K 0.12% 71
2021
Q3 		– Sell
-304
Closed -$74K – 118
2021
Q2 		$74K Hold
304
– – 0.02% 128
2021
Q1 		$64K Sell
304
-9
-3% -$2K 0.02% 135
2020
Q4 		$70K Buy
+313
New +$76.1K 0.02% 118
2020
Q3 		– Sell
-333
Closed -$62K – 102
2020
Q2 		$62K Buy
+333
New +$56.1K 0.03% 118
2019
Q1 		– Sell
-177
Closed -$24K – 99
2018
Q4 		$24K Hold
177
– – 0.02% 125
2018
Q3 		$28K Hold
177
– – 0.02% 125
2018
Q2 		$24K Hold
177
– – 0.01% 134
2018
Q1 		$21K Buy
177
+37
+26% +$4.25K 0.01% 134
2017
Q4 		$14K Hold
140
– – 0.01% 164
2017
Q3 		$13K Hold
140
– – 0.01% 150
2017
Q2 		$12K Hold
140
– – 0.01% 154
2017
Q1 		$12K Hold
140
– – 0.01% 146
2016
Q4 		$10K Buy
+140
New +$10.2K 0.01% 162

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

Perennial Advisors's CRM Position: Q2 2026 in Review

Perennial Advisors sold out of Salesforce (CRM) in Q2 2026, closing a stake of 2,014 shares — an estimated $376K sold.

Perennial Advisors first reported a position in CRM in Q4 2016 and held it in 24 quarters. The position peaked at $574K in Q4 2025. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Perennial Advisors reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
  • Perennial Advisors sold 2,014 Salesforce shares in Q2 2026, an estimated $376K.
  • Perennial Advisors first reported a position in Salesforce in Q4 2016 and held it in 24 quarters.
  • Perennial Advisors's Salesforce position peaked at $574K in Q4 2025.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Perennial Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.