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Soltis Investment Advisors’s Salesforce CRM Stock Holding History

Soltis 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 		$1.06M Buy
6,769
+489
+8% +$86K 0.06% 234
2026
Q1 		$1.17M Sell
6,280
-532
-8% -$110K 0.07% 199
2025
Q4 		$1.8M Buy
6,812
+1,888
+38% +$469K 0.12% 150
2025
Q3 		$1.17M Buy
4,924
+1,396
+40% +$352K 0.08% 189
2025
Q2 		$962K Buy
3,528
+732
+26% +$196K 0.08% 175
2025
Q1 		$750K Buy
2,796
+303
+12% +$94.2K 0.07% 193
2024
Q4 		$834K Sell
2,493
-434
-15% -$139K 0.08% 181
2024
Q3 		$801K Sell
2,927
-187
-6% -$47.9K 0.08% 171
2024
Q2 		$801K Sell
3,114
-20,326
-87% -$5.44M 0.08% 160
2024
Q1 		$7.06M Sell
23,440
-793
-3% -$229K 0.79% 32
2023
Q4 		$6.38M Buy
24,233
+21,612
+825% +$4.89M 0.72% 34
2023
Q3 		$531K Buy
2,621
+212
+9% +$45.8K 0.07% 168
2023
Q2 		$509K Buy
2,409
+691
+40% +$141K 0.06% 169
2023
Q1 		$343K Sell
1,718
-44
-2% -$7.43K 0.04% 198
2022
Q4 		$234K Buy
+1,762
New +$257K 0.03% 224
2022
Q2 		– Sell
-1,133
Closed -$240K – 248
2022
Q1 		$240K Buy
1,133
+66
+6% +$14.2K 0.03% 224
2021
Q4 		$271K Buy
1,067
+3
+0.3% +$843 0.04% 220
2021
Q3 		$289K Buy
1,064
+52
+5% +$13.2K 0.04% 197
2021
Q2 		$247K Buy
1,012
+29
+3% +$6.68K 0.04% 219
2021
Q1 		$208K Sell
983
-1,212
-55% -$270K 0.04% 204
2020
Q4 		$488K Buy
+2,195
New +$534K 0.09% 143
2020
Q3 		– Sell
-3,425
Closed -$642K – 202
2020
Q2 		$642K Buy
+3,425
New +$577K 0.17% 96

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

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

Soltis Investment Advisors increased its Salesforce (CRM) stake by 7.8% in Q2 2026, buying an estimated $86K and bringing the position to 6,769 shares worth $1.06M. The position accounts for 0.06% of the portfolio, ranked #234.

Soltis Investment Advisors first reported a position in CRM in Q2 2020 and has held it in 22 quarters since. The position peaked at $7.06M in Q1 2024. 2,488 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Soltis Investment Advisors held 6,769 shares of Salesforce worth $1.06M as of Q2 2026.
  • Soltis Investment Advisors bought 489 Salesforce shares in Q2 2026, an estimated $86K.
  • Salesforce made up 0.06% of Soltis Investment Advisors's portfolio in Q2 2026, its #234 holding.
  • Soltis Investment Advisors first reported a position in Salesforce in Q2 2020 and has held it in 22 quarters since.
  • Soltis Investment Advisors's Salesforce position peaked at $7.06M in Q1 2024.
  • 2,488 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.