Sanctuary Advisors’s Salesforce CRM Stock Holding History

Sanctuary 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	$13.8M	Sell	88,075 -12,462	-12%	-$2.19M	0.06%	315
2026 Q1	$18.8M	Buy	100,537 +3,314	+3%	+$687K	0.1%	209
2025 Q4	$25.8M	Sell	97,223 -15,038	-13%	-$3.74M	0.14%	150
2025 Q3	$26.6M	Sell	112,261 -54,414	-33%	-$13.7M	0.15%	137
2025 Q2	$45.5M	Sell	166,675 -2,888	-2%	-$772K	0.28%	65
2025 Q1	$45.5M	Sell	169,563 -9,050	-5%	-$2.81M	0.32%	61
2024 Q4	$61.4M	Buy	178,613 +35,493	+25%	+$11.3M	0.39%	42
2024 Q3	$48.9M	Sell	143,120 -12,920	-8%	-$3.31M	0.31%	56
2024 Q2	$42.8M	Buy	+156,040	New	+$41.8M	0.31%	57

Other funds holding CRM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Sanctuary Advisors's CRM Position: Q2 2026 in Review

Sanctuary Advisors reduced its Salesforce (CRM) stake by 12% in Q2 2026, selling an estimated $2.19M and leaving 88,075 shares worth $13.8M. The position accounts for 0.06% of the portfolio, ranked #315.

Sanctuary Advisors first reported a position in CRM in Q2 2024 and has held it in 9 quarters since. The position peaked at $61.4M in Q4 2024. 2,468 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Sanctuary Advisors held 88,075 shares of Salesforce worth $13.8M as of Q2 2026.
Sanctuary Advisors sold 12,462 Salesforce shares in Q2 2026, an estimated $2.19M.
Salesforce made up 0.06% of Sanctuary Advisors's portfolio in Q2 2026, its #315 holding.
Sanctuary Advisors first reported a position in Salesforce in Q2 2024 and has held it in 9 quarters since.
Sanctuary Advisors's Salesforce position peaked at $61.4M in Q4 2024.
2,468 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.