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Savvy Advisors Inc’s Salesforce CRM Stock Holding History

Savvy Advisors Inc’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 		$1.51M Sell
9,609
-3,962
-29% -$697K 0.03% 405
2026
Q1 		$2.53M Buy
13,571
+2,741
+25% +$568K 0.07% 222
2025
Q4 		$2.87M Buy
10,830
+2,994
+38% +$744K 0.09% 167
2025
Q3 		$1.86M Buy
7,836
+510
+7% +$129K 0.09% 166
2025
Q2 		$2M Buy
7,326
+1,498
+26% +$400K 0.13% 117
2025
Q1 		$1.56M Buy
5,828
+1,031
+21% +$321K 0.16% 106
2024
Q4 		$1.6M Buy
4,797
+1,614
+51% +$515K 0.19% 91
2024
Q3 		$871K Buy
3,183
+517
+19% +$132K 0.18% 118
2024
Q2 		$685K Buy
2,666
+1,278
+92% +$342K 0.22% 102
2024
Q1 		$418K Buy
1,388
+146
+12% +$42.1K 0.24% 115
2023
Q4 		$327K Buy
+1,242
New +$281K 0.32% 96

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

Savvy Advisors Inc's CRM Position: Q2 2026 in Review

Savvy Advisors Inc reduced its Salesforce (CRM) stake by 29% in Q2 2026, selling an estimated $697K and leaving 9,609 shares worth $1.51M. The position accounts for 0.03% of the portfolio, ranked #405.

Savvy Advisors Inc first reported a position in CRM in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.87M in Q4 2025. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Savvy Advisors Inc held 9,609 shares of Salesforce worth $1.51M as of Q2 2026.
  • Savvy Advisors Inc sold 3,962 Salesforce shares in Q2 2026, an estimated $697K.
  • Salesforce made up 0.03% of Savvy Advisors Inc's portfolio in Q2 2026, its #405 holding.
  • Savvy Advisors Inc first reported a position in Salesforce in Q4 2023 and has held it in 11 quarters since.
  • Savvy Advisors Inc's Salesforce position peaked at $2.87M in Q4 2025.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.