SA
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Seneschal Advisors’s Salesforce CRM Stock Holding History

Seneschal 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 		$784 Hold
5
– – ﹤0.01% 302
2026
Q1 		$934 Hold
5
– – ﹤0.01% 238
2025
Q4 		$1.32K Sell
5
-1
-17% -$249 ﹤0.01% 201
2025
Q3 		$1.42K Buy
+6
New +$1.51K ﹤0.01% 203

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

Seneschal Advisors's CRM Position: Q2 2026 in Review

Seneschal Advisors held its Salesforce (CRM) position steady in Q2 2026 at 5 shares worth $784. The position accounts for ﹤0.01% of the portfolio, ranked #302.

Seneschal Advisors first reported a position in CRM in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.42K in Q3 2025. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Seneschal Advisors held 5 shares of Salesforce worth $784 as of Q2 2026.
  • Seneschal Advisors left its Salesforce share count unchanged in Q2 2026.
  • Salesforce made up ﹤0.01% of Seneschal Advisors's portfolio in Q2 2026, its #302 holding.
  • Seneschal Advisors first reported a position in Salesforce in Q3 2025 and has held it in 4 quarters since.
  • Seneschal Advisors's Salesforce position peaked at $1.42K in Q3 2025.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Seneschal Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.