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PSI Advisors’s Salesforce CRM Stock Holding History

PSI 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
Q3 		$267K Buy
+1,165
New +$240K 0.06% 122
2026
Q1 		– Sell
-825
Closed -$219K – 157
2025
Q4 		$219K Buy
+825
New +$205K 0.05% 115
2025
Q3 		– Sell
-825
Closed -$225K – 138
2025
Q2 		$225K Sell
825
-199
-19% -$53.2K 0.11% 99
2025
Q1 		$275K Sell
1,024
-189
-16% -$58.8K 0.09% 101
2024
Q4 		$405K Sell
1,213
-661
-35% -$211K 0.12% 90
2024
Q3 		$513K Buy
1,874
+1
+0.1% +$256 0.15% 84
2024
Q2 		$482K Buy
1,873
+792
+73% +$212K 0.15% 84
2024
Q1 		$326K Sell
1,081
-3,029
-74% -$874K 0.12% 102
2023
Q4 		$1.08M Sell
4,110
-444
-10% -$100K 0.4% 44
2023
Q3 		$923K Buy
4,554
+122
+3% +$26.4K 0.4% 44
2023
Q2 		$936K Sell
4,432
-800
-15% -$163K 0.41% 48
2023
Q1 		$1.05M Buy
5,232
+150
+3% +$25.3K 0.5% 42
2022
Q4 		$674K Sell
5,082
-960
-16% -$140K 0.36% 55
2022
Q3 		$869K Sell
6,042
-150
-2% -$25.4K 0.46% 45
2022
Q2 		$1.02M Buy
6,192
+298
+5% +$52.7K 0.5% 38
2022
Q1 		$1.25M Buy
5,894
+1,266
+27% +$272K 0.52% 41
2021
Q4 		$1.18M Buy
4,628
+70
+2% +$19.7K 0.48% 41
2021
Q3 		$1.24M Sell
4,558
-1,144
-20% -$291K 0.57% 35
2021
Q2 		$1.39M Sell
5,702
-36
-0.6% -$8.3K 0.73% 32
2021
Q1 		$1.22M Buy
5,738
+988
+21% +$220K 0.72% 33
2020
Q4 		$1.06M Buy
+4,750
New +$1.16M 0.73% 29
2020
Q1 		– Sell
-2,410
Closed -$391K – 201
2019
Q4 		$391K Buy
+2,410
New +$378K 0.25% 84

Other funds holding CRM

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

PSI Advisors's CRM Position: Q3 2026 in Review

PSI Advisors opened a new position in Salesforce (CRM) in Q3 2026: 1,165 shares worth $267K. The stake represents 0.06% of the portfolio and ranks #122 among its holdings. This is a return to the name: PSI Advisors previously reported a position in CRM as recently as Q4 2025.

PSI Advisors first reported a position in CRM in Q4 2019 and has held it in 22 quarters since. The position peaked at $1.39M in Q2 2021. 2,342 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

  • PSI Advisors held 1,165 shares of Salesforce worth $267K as of Q3 2026.
  • Salesforce was a new PSI Advisors position in Q3 2026.
  • Salesforce made up 0.06% of PSI Advisors's portfolio in Q3 2026, its #122 holding.
  • PSI Advisors first reported a position in Salesforce in Q4 2019 and has held it in 22 quarters since.
  • PSI Advisors's Salesforce position peaked at $1.39M in Q2 2021.
  • 2,342 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on PSI Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.