SSA
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Sierra Summit Advisors’s Salesforce CRM Stock Holding History

Sierra Summit 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
Q1 		– Sell
-1,587
Closed -$420K – 188
2025
Q4 		$420K Sell
1,587
-236
-13% -$58.6K 0.06% 155
2025
Q3 		$432K Sell
1,823
-347
-16% -$87.5K 0.07% 159
2025
Q2 		$592K Buy
2,170
+12
+0.6% +$3.21K 0.11% 142
2025
Q1 		$579K Buy
2,158
+768
+55% +$239K 0.13% 133
2024
Q4 		$465K Hold
1,390
– – 0.09% 124
2024
Q3 		$380K Sell
1,390
-32,188
-96% -$8.24M 0.09% 117
2024
Q2 		$8.63M Buy
33,578
+4,779
+17% +$1.28M 2.14% 17
2024
Q1 		$8.67M Sell
28,799
-225
-0.8% -$64.9K 2.36% 18
2023
Q4 		$7.64M Buy
+29,024
New +$6.57M 2.23% 12

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Sierra Summit Advisors's CRM Position: Q1 2026 in Review

Sierra Summit Advisors sold out of Salesforce (CRM) in Q1 2026, closing a stake of 1,587 shares — an estimated $420K sold.

Sierra Summit Advisors first reported a position in CRM in Q4 2023 and held it in 9 quarters. The position peaked at $8.67M in Q1 2024. 2,682 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Sierra Summit Advisors reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
  • Sierra Summit Advisors sold 1,587 Salesforce shares in Q1 2026, an estimated $420K.
  • Sierra Summit Advisors first reported a position in Salesforce in Q4 2023 and held it in 9 quarters.
  • Sierra Summit Advisors's Salesforce position peaked at $8.67M in Q1 2024.
  • 2,682 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Sierra Summit Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.