South Shore Capital Advisors’s Salesforce CRM Stock Holding History

South Shore Capital 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	$211K	Buy	1,346 +189	+16%	+$33.2K	0.14%	149
2026 Q1	$216K	Sell	1,157 -456	-28%	-$94.5K	0.16%	133
2025 Q4	$427K	Buy	+1,613	New	+$401K	0.31%	71
2022 Q1	–	Sell	-815	Closed	-$207K	–	107
2021 Q4	$207K	Buy	+815	New	+$229K	0.34%	92
2021 Q2	–	Sell	-3,468	Closed	-$735K	–	104
2021 Q1	$735K	Buy	3,468 +133	+4%	+$29.6K	0.73%	31
2020 Q4	$742K	Buy	+3,335	New	+$811K	0.73%	36

Other funds holding CRM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

South Shore Capital Advisors's CRM Position: Q2 2026 in Review

South Shore Capital Advisors increased its Salesforce (CRM) stake by 16% in Q2 2026, buying an estimated $33.2K and bringing the position to 1,346 shares worth $211K. The position accounts for 0.14% of the portfolio, ranked #149.

South Shore Capital Advisors first reported a position in CRM in Q4 2020 and has held it in 6 quarters since. The position peaked at $742K in Q4 2020. 2,494 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

South Shore Capital Advisors held 1,346 shares of Salesforce worth $211K as of Q2 2026.
South Shore Capital Advisors bought 189 Salesforce shares in Q2 2026, an estimated $33.2K.
Salesforce made up 0.14% of South Shore Capital Advisors's portfolio in Q2 2026, its #149 holding.
South Shore Capital Advisors first reported a position in Salesforce in Q4 2020 and has held it in 6 quarters since.
South Shore Capital Advisors's Salesforce position peaked at $742K in Q4 2020.
2,494 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on South Shore Capital Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.