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SOA Wealth Advisors’s Salesforce CRM Stock Holding History

SOA Wealth 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 		$97K Sell
619
-118
-16% -$20.8K 0.02% 287
2026
Q1 		$138K Sell
737
-39
-5% -$8.08K 0.03% 242
2025
Q4 		$206K Sell
776
-78
-9% -$19.4K 0.03% 199
2025
Q3 		$202K Sell
854
-255
-23% -$64.3K 0.03% 204
2025
Q2 		$302K Sell
1,109
-138
-11% -$36.9K 0.06% 161
2025
Q1 		$335K Sell
1,247
-58
-4% -$18K 0.07% 140
2024
Q4 		$436K Sell
1,305
-30
-2% -$9.57K 0.08% 126
2024
Q3 		$365K Sell
1,335
-126
-9% -$32.3K 0.07% 132
2024
Q2 		$376K Sell
1,461
-456
-24% -$122K 0.08% 125
2024
Q1 		$577K Buy
1,917
+6
+0.3% +$1.73K 0.12% 92
2023
Q4 		$503K Hold
1,911
– – 0.11% 97
2023
Q3 		$388K Sell
1,911
-28
-1% -$6.05K 0.1% 113
2023
Q2 		$410K Sell
1,939
-215
-10% -$43.9K 0.1% 110
2023
Q1 		$430K Sell
2,154
-110
-5% -$18.6K 0.11% 102
2022
Q4 		$300K Sell
2,264
-31
-1% -$4.52K 0.08% 118
2022
Q3 		$330K Buy
2,295
+64
+3% +$10.9K 0.1% 105
2022
Q2 		$368K Sell
2,231
-164
-7% -$29K 0.11% 104
2022
Q1 		$508K Sell
2,395
-87
-4% -$18.7K 0.12% 96
2021
Q4 		$633K Sell
2,482
-149
-6% -$41.9K 0.15% 85
2021
Q3 		$713K Buy
2,631
+1
+0% +$254 0.18% 78
2021
Q2 		$642K Sell
2,630
-815
-24% -$188K 0.17% 82
2021
Q1 		$729K Buy
3,445
+80
+2% +$17.8K 0.2% 73
2020
Q4 		$796K Buy
+3,365
New +$818K 0.22% 68

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

SOA Wealth Advisors's CRM Position: Q2 2026 in Review

SOA Wealth Advisors reduced its Salesforce (CRM) stake by 16% in Q2 2026, selling an estimated $20.8K and leaving 619 shares worth $97K. The position accounts for 0.02% of the portfolio, ranked #287.

SOA Wealth Advisors first reported a position in CRM in Q4 2020 and has held it in 23 quarters since. The position peaked at $796K in Q4 2020. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • SOA Wealth Advisors held 619 shares of Salesforce worth $97K as of Q2 2026.
  • SOA Wealth Advisors sold 118 Salesforce shares in Q2 2026, an estimated $20.8K.
  • Salesforce made up 0.02% of SOA Wealth Advisors's portfolio in Q2 2026, its #287 holding.
  • SOA Wealth Advisors first reported a position in Salesforce in Q4 2020 and has held it in 23 quarters since.
  • SOA Wealth Advisors's Salesforce position peaked at $796K in Q4 2020.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.