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SGL Investment Advisors’s Salesforce CRM Stock Holding History

SGL Investment 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 		$371K Sell
1,878
-930
-33% -$164K 0.13% 114
2026
Q1 		$498K Sell
2,808
-64
-2% -$13.3K 0.19% 94
2025
Q4 		$546K Buy
2,872
+255
+10% +$63.4K 0.22% 85
2025
Q3 		$684K Buy
2,617
+1,557
+147% +$393K 0.29% 74
2025
Q2 		$290K Buy
1,060
+307
+41% +$82.1K 0.14% 109
2025
Q1 		$211K Buy
753
+15
+2% +$4.67K 0.11% 115
2024
Q4 		$241K Buy
738
+51
+7% +$16.3K 0.12% 105
2024
Q3 		$228K Buy
+687
New +$176K 0.12% 94

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

SGL Investment Advisors's CRM Position: Q2 2026 in Review

SGL Investment Advisors reduced its Salesforce (CRM) stake by 33% in Q2 2026, selling an estimated $164K and leaving 1,878 shares worth $371K. The position accounts for 0.13% of the portfolio, ranked #114.

SGL Investment Advisors first reported a position in CRM in Q3 2024 and has held it in 8 quarters since. The position peaked at $684K in Q3 2025. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • SGL Investment Advisors held 1,878 shares of Salesforce worth $371K as of Q2 2026.
  • SGL Investment Advisors sold 930 Salesforce shares in Q2 2026, an estimated $164K.
  • Salesforce made up 0.13% of SGL Investment Advisors's portfolio in Q2 2026, its #114 holding.
  • SGL Investment Advisors first reported a position in Salesforce in Q3 2024 and has held it in 8 quarters since.
  • SGL Investment Advisors's Salesforce position peaked at $684K in Q3 2025.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on SGL Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.