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Signature Estate & Investment Advisors’s Salesforce CRM Stock Holding History

Signature Estate & 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 		$395K Sell
2,513
-778
-24% -$137K 0.01% 491
2026
Q1 		$614K Sell
3,291
-244,993
-99% -$50.8M 0.01% 376
2025
Q4 		$65.8M Sell
248,284
-2,468
-1% -$613K 1.32% 19
2025
Q3 		$59.4M Sell
250,752
-23,543
-9% -$5.94M 1.27% 19
2025
Q2 		$74.8M Buy
274,295
+16,370
+6% +$4.38M 1.72% 16
2025
Q1 		$69.2M Buy
257,925
+52,536
+26% +$16.3M 1.82% 12
2024
Q4 		$68.7M Sell
205,389
-15,454
-7% -$4.93M 1.72% 14
2024
Q3 		$60.4M Buy
220,843
+31,099
+16% +$7.97M 1.39% 23
2024
Q2 		$48.8M Buy
189,744
+11,805
+7% +$3.16M 1.22% 28
2024
Q1 		$53.6M Sell
177,939
-16,195
-8% -$4.67M 1.51% 19
2023
Q4 		$51.1M Buy
+194,134
New +$43.9M 1.5% 18
2016
Q4 		– Sell
-2,336
Closed -$167K – 159
2016
Q3 		$167K Sell
2,336
-232
-9% -$18.1K 0.02% 128
2016
Q2 		$204K Sell
2,568
-1,955
-43% -$153K 0.03% 112
2016
Q1 		$334K Sell
4,523
-149,112
-97% -$10.3M 0.05% 89
2015
Q4 		$12M Buy
153,635
+10,968
+8% +$856K 2.08% 19
2015
Q3 		$9.9M Buy
+142,667
New +$10.1M 2.07% 19

Other funds holding CRM

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Signature Estate & Investment Advisors's CRM Position: Q2 2026 in Review

Signature Estate & Investment Advisors reduced its Salesforce (CRM) stake by 24% in Q2 2026, selling an estimated $137K and leaving 2,513 shares worth $395K. The position accounts for 0.01% of the portfolio, ranked #491.

Signature Estate & Investment Advisors first reported a position in CRM in Q3 2015 and has held it in 16 quarters since. The position peaked at $74.8M in Q2 2025. 1,464 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Signature Estate & Investment Advisors held 2,513 shares of Salesforce worth $395K as of Q2 2026.
  • Signature Estate & Investment Advisors sold 778 Salesforce shares in Q2 2026, an estimated $137K.
  • Salesforce made up 0.01% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #491 holding.
  • Signature Estate & Investment Advisors first reported a position in Salesforce in Q3 2015 and has held it in 16 quarters since.
  • Signature Estate & Investment Advisors's Salesforce position peaked at $74.8M in Q2 2025.
  • 1,464 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.