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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
Q2 		– Sell
-1,350
Closed -$252K – 172
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 $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

Seven Mile Advisory's CRM Position: Q2 2026 in Review

Seven Mile Advisory sold out of Salesforce (CRM) in Q2 2026, closing a stake of 1,350 shares — an estimated $252K sold.

Seven Mile Advisory first reported a position in CRM in Q2 2023 and held it in 12 quarters. The position peaked at $589K in Q4 2024. 2,483 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Seven Mile Advisory reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
  • Seven Mile Advisory sold 1,350 Salesforce shares in Q2 2026, an estimated $252K.
  • Seven Mile Advisory first reported a position in Salesforce in Q2 2023 and held it in 12 quarters.
  • Seven Mile Advisory's Salesforce position peaked at $589K in Q4 2024.
  • 2,483 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Seven Mile Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.