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Prudent Man Advisors’s Salesforce CRM Stock Holding History

Prudent Man 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 		$1.08M Buy
6,902
+575
+9% +$101K 0.25% 83
2026
Q1 		$1.18M Buy
6,327
+2,125
+51% +$440K 0.35% 67
2025
Q4 		$1.11M Sell
4,202
-94
-2% -$23.4K 0.41% 51
2025
Q3 		$1.02M Sell
4,296
-550
-11% -$139K 0.38% 59
2025
Q2 		$1.32M Buy
4,846
+1,192
+33% +$319K 0.42% 56
2025
Q1 		$981K Buy
3,654
+19
+0.5% +$5.91K 0.36% 66
2024
Q4 		$1.22M Sell
3,635
-235
-6% -$75K 0.44% 47
2024
Q3 		$1.06M Sell
3,870
-177
-4% -$45.3K 0.35% 67
2024
Q2 		$1.04M Buy
4,047
+136
+3% +$36.4K 0.37% 63
2024
Q1 		$1.18M Sell
3,911
-594
-13% -$171K 0.44% 51
2023
Q4 		$1.19M Sell
4,505
-665
-13% -$151K 0.44% 50
2023
Q3 		$1.05M Sell
5,170
-106
-2% -$22.9K 0.42% 54
2023
Q2 		$1.11M Sell
5,276
-79
-1% -$16.1K 0.42% 48
2023
Q1 		$1.07M Buy
5,355
+56
+1% +$9.46K 0.42% 50
2022
Q4 		$703K Buy
5,299
+2,655
+100% +$387K 0.28% 78
2022
Q3 		$380K Sell
2,644
-14
-0.5% -$2.37K 0.18% 114
2022
Q2 		$439K Sell
2,658
-35
-1% -$6.18K 0.2% 100
2022
Q1 		$572K Sell
2,693
-120
-4% -$25.8K 0.23% 89
2021
Q4 		$715K Sell
2,813
-55
-2% -$15.5K 0.27% 74
2021
Q3 		$778K Sell
2,868
-28
-1% -$7.11K 0.29% 69
2021
Q2 		$707K Buy
2,896
+125
+5% +$28.8K 0.27% 78
2021
Q1 		$587K Buy
2,771
+72
+3% +$16K 0.25% 81
2020
Q4 		$601K Sell
2,699
-122
-4% -$29.7K 0.25% 76
2020
Q3 		$709K Sell
2,821
-225
-7% -$49.3K 0.38% 58
2020
Q2 		$571K Buy
+3,046
New +$513K 0.51% 56

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

Prudent Man Advisors's CRM Position: Q2 2026 in Review

Prudent Man Advisors increased its Salesforce (CRM) stake by 9.1% in Q2 2026, buying an estimated $101K and bringing the position to 6,902 shares worth $1.08M. The position accounts for 0.25% of the portfolio, ranked #83.

Prudent Man Advisors first reported a position in CRM in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.32M in Q2 2025. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Prudent Man Advisors held 6,902 shares of Salesforce worth $1.08M as of Q2 2026.
  • Prudent Man Advisors bought 575 Salesforce shares in Q2 2026, an estimated $101K.
  • Salesforce made up 0.25% of Prudent Man Advisors's portfolio in Q2 2026, its #83 holding.
  • Prudent Man Advisors first reported a position in Salesforce in Q2 2020 and has held it in 25 quarters since.
  • Prudent Man Advisors's Salesforce position peaked at $1.32M in Q2 2025.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Prudent Man Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.