RA
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Range Advisory’s Salesforce CRM Stock Holding History

Range Advisory’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 		$350K Sell
2,231
-572
-20% -$101K 0.04% 214
2026
Q1 		$523K Buy
2,803
+827
+42% +$171K 0.1% 117
2025
Q4 		$523K Buy
+1,976
New +$491K 0.14% 90

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

Range Advisory's CRM Position: Q2 2026 in Review

Range Advisory reduced its Salesforce (CRM) stake by 20% in Q2 2026, selling an estimated $101K and leaving 2,231 shares worth $350K. The position accounts for 0.04% of the portfolio, ranked #214.

Range Advisory first reported a position in CRM in Q4 2025 and has held it in 3 quarters since. The position peaked at $523K in Q4 2025. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Range Advisory held 2,231 shares of Salesforce worth $350K as of Q2 2026.
  • Range Advisory sold 572 Salesforce shares in Q2 2026, an estimated $101K.
  • Salesforce made up 0.04% of Range Advisory's portfolio in Q2 2026, its #214 holding.
  • Range Advisory first reported a position in Salesforce in Q4 2025 and has held it in 3 quarters since.
  • Range Advisory's Salesforce position peaked at $523K in Q4 2025.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Range Advisory's 13F filing for Q2 2026, filed 2 Sep 2026.