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Perennial Investment Advisors’s Salesforce CRM Stock Holding History

Perennial 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
2026
Q2 		$1.21M Buy
7,702
+1,976
+35% +$347K 0.08% 197
2026
Q1 		$1.07M Buy
5,726
+104
+2% +$21.5K 0.09% 188
2025
Q4 		$1.49M Sell
5,622
-94
-2% -$23.4K 0.12% 144
2025
Q3 		$1.35M Sell
5,716
-411
-7% -$104K 0.11% 154
2025
Q2 		$1.67M Buy
6,127
+264
+5% +$70.6K 0.16% 121
2025
Q1 		$1.57M Buy
5,863
+1,734
+42% +$539K 0.18% 107
2024
Q4 		$1.38M Buy
4,129
+482
+13% +$154K 0.16% 111
2024
Q3 		$998K Sell
3,647
-114
-3% -$29.2K 0.13% 138
2024
Q2 		$967K Buy
3,761
+117
+3% +$31.3K 0.14% 122
2024
Q1 		$1.1M Buy
3,644
+188
+5% +$54.2K 0.17% 101
2023
Q4 		$909K Sell
3,456
-286
-8% -$64.7K 0.15% 114
2023
Q3 		$758K Sell
3,742
-386
-9% -$83.4K 0.14% 128
2023
Q2 		$872K Sell
4,128
-129
-3% -$26.3K 0.15% 115
2023
Q1 		$850K Buy
4,257
+1,344
+46% +$227K 0.16% 108
2022
Q4 		$386K Sell
2,913
-43
-1% -$6.28K 0.16% 126
2022
Q3 		$425K Sell
2,956
-1,764
-37% -$299K 0.19% 102
2022
Q2 		$781K Sell
4,720
-438
-8% -$77.4K 0.31% 65
2022
Q1 		$1.09M Sell
5,158
-67
-1% -$14.4K 0.35% 57
2021
Q4 		$1.33M Buy
5,225
+220
+4% +$61.8K 0.41% 53
2021
Q3 		$1.35M Buy
5,005
+416
+9% +$106K 0.48% 42
2021
Q2 		$1.12M Buy
4,589
+106
+2% +$24.4K 0.41% 54
2021
Q1 		$950K Buy
4,483
+284
+7% +$63.2K 0.38% 63
2020
Q4 		$934K Buy
4,199
+169
+4% +$41.1K 0.4% 56
2020
Q3 		$1.01M Buy
4,030
+1,811
+82% +$396K 0.51% 41
2020
Q2 		$416K Buy
2,219
+22
+1% +$3.71K 0.28% 69
2020
Q1 		$316K Buy
2,197
+317
+17% +$54.4K 0.28% 78
2019
Q4 		$306K Buy
+1,880
New +$295K 0.24% 98

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 Investment Advisors's CRM Position: Q2 2026 in Review

Perennial Investment Advisors increased its Salesforce (CRM) stake by 35% in Q2 2026, buying an estimated $347K and bringing the position to 7,702 shares worth $1.21M. The position accounts for 0.08% of the portfolio, ranked #197.

Perennial Investment Advisors first reported a position in CRM in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.67M in Q2 2025. 2,488 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Perennial Investment Advisors held 7,702 shares of Salesforce worth $1.21M as of Q2 2026.
  • Perennial Investment Advisors bought 1,976 Salesforce shares in Q2 2026, an estimated $347K.
  • Salesforce made up 0.08% of Perennial Investment Advisors's portfolio in Q2 2026, its #197 holding.
  • Perennial Investment Advisors first reported a position in Salesforce in Q4 2019 and has held it in 27 quarters since.
  • Perennial Investment Advisors's Salesforce position peaked at $1.67M in Q2 2025.
  • 2,488 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Perennial Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.