PFA
CRM icon

Pure Financial Advisors’s Salesforce CRM Stock Holding History

Pure Financial 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 		$718K Buy
4,585
+2,059
+82% +$362K 0.01% 294
2026
Q1 		$471K Buy
2,526
+588
+30% +$122K 0.01% 348
2025
Q4 		$513K Sell
1,938
-330
-15% -$82K 0.01% 310
2025
Q3 		$538K Buy
2,268
+348
+18% +$87.8K 0.01% 297
2025
Q2 		$524K Buy
1,920
+87
+5% +$23.3K 0.01% 285
2025
Q1 		$492K Buy
1,833
+464
+34% +$144K 0.01% 238
2024
Q4 		$458K Buy
1,369
+459
+50% +$146K 0.01% 229
2024
Q3 		$249K Buy
910
+30
+3% +$7.68K 0.01% 296
2024
Q2 		$226K Buy
880
+40
+5% +$10.7K 0.01% 291
2024
Q1 		$253K Buy
840
+27
+3% +$7.79K 0.01% 271
2023
Q4 		$214K Buy
+813
New +$184K 0.01% 283

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

Pure Financial Advisors's CRM Position: Q2 2026 in Review

Pure Financial Advisors increased its Salesforce (CRM) stake by 82% in Q2 2026, buying an estimated $362K and bringing the position to 4,585 shares worth $718K. The position accounts for 0.01% of the portfolio, ranked #294.

Pure Financial Advisors first reported a position in CRM in Q4 2023 and has held it in 11 quarters since. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Pure Financial Advisors held 4,585 shares of Salesforce worth $718K as of Q2 2026.
  • Pure Financial Advisors bought 2,059 Salesforce shares in Q2 2026, an estimated $362K.
  • Salesforce made up 0.01% of Pure Financial Advisors's portfolio in Q2 2026, its #294 holding.
  • Pure Financial Advisors first reported a position in Salesforce in Q4 2023 and has held it in 11 quarters since.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Pure Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.