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Seven Mile Advisory’s Salesforce CRM Stock Holding History

Seven Mile 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
Q1 		$252K Sell
1,350
-605
-31% -$125K 0.18% 130
2025
Q4 		$518K Sell
1,955
-517
-21% -$128K 0.09% 115
2025
Q3 		$586K Buy
2,472
+428
+21% +$108K 0.09% 110
2025
Q2 		$557K Sell
2,044
-41
-2% -$11K 0.34% 53
2025
Q1 		$560K Buy
2,085
+323
+18% +$100K 0.37% 51
2024
Q4 		$589K Buy
1,762
+39
+2% +$12.4K 0.38% 48
2024
Q3 		$472K Buy
1,723
+278
+19% +$71.2K 0.31% 61
2024
Q2 		$372K Buy
1,445
+35
+2% +$9.37K 0.27% 74
2024
Q1 		$425K Buy
1,410
+44
+3% +$12.7K 0.32% 65
2023
Q4 		$359K Buy
1,366
+67
+5% +$15.2K 0.31% 69
2023
Q3 		$263K Buy
1,299
+35
+3% +$7.56K 0.28% 84
2023
Q2 		$267K Buy
+1,264
New +$258K 0.31% 77

Other funds holding CRM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Seven Mile Advisory's CRM Position: Q1 2026 in Review

Seven Mile Advisory reduced its Salesforce (CRM) stake by 31% in Q1 2026, selling an estimated $125K and leaving 1,350 shares worth $252K. The position accounts for 0.18% of the portfolio, ranked #130.

Seven Mile Advisory first reported a position in CRM in Q2 2023 and has held it in 12 quarters since. The position peaked at $589K in Q4 2024. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Seven Mile Advisory held 1,350 shares of Salesforce worth $252K as of Q1 2026.
  • Seven Mile Advisory sold 605 Salesforce shares in Q1 2026, an estimated $125K.
  • Salesforce made up 0.18% of Seven Mile Advisory's portfolio in Q1 2026, its #130 holding.
  • Seven Mile Advisory first reported a position in Salesforce in Q2 2023 and has held it in 12 quarters since.
  • Seven Mile Advisory's Salesforce position peaked at $589K in Q4 2024.
  • 2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Seven Mile Advisory's 13F filing for Q1 2026, filed 14 Apr 2026.