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Scarborough Advisors’s Salesforce CRM Stock Holding History

Scarborough 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 		– Sell
-26
Closed -$4.85K – 255
2026
Q1 		$4.85K Sell
26
-1
-4% -$207 ﹤0.01% 524
2025
Q4 		$7.15K Sell
27
-1
-4% -$249 ﹤0.01% 288
2025
Q3 		$6.64K Hold
28
– – ﹤0.01% 284
2025
Q2 		$7.63K Buy
+28
New +$7.49K ﹤0.01% 261
2024
Q3 		– Sell
-3
Closed -$771 – 192
2024
Q2 		$771 Sell
3
-7
-70% -$1.87K ﹤0.01% 353
2024
Q1 		$3.01K Buy
+10
New +$2.88K ﹤0.01% 279

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

Scarborough Advisors's CRM Position: Q2 2026 in Review

Scarborough Advisors sold out of Salesforce (CRM) in Q2 2026, closing a stake of 26 shares — an estimated $4.85K sold.

Scarborough Advisors first reported a position in CRM in Q1 2024 and held it in 6 quarters. The position peaked at $7.63K in Q2 2025. 2,468 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Scarborough Advisors reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
  • Scarborough Advisors sold 26 Salesforce shares in Q2 2026, an estimated $4.85K.
  • Scarborough Advisors first reported a position in Salesforce in Q1 2024 and held it in 6 quarters.
  • Scarborough Advisors's Salesforce position peaked at $7.63K in Q2 2025.
  • 2,468 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Scarborough Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.