SAA
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Southeast Asset Advisors’s Salesforce CRM Stock Holding History

Southeast Asset 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 		$587K Buy
3,748
+500
+15% +$87.9K 0.06% 133
2026
Q1 		$606K Buy
3,248
+2,148
+195% +$445K 0.07% 125
2025
Q4 		$291K Sell
1,100
-1,068
-49% -$265K 0.03% 184
2025
Q3 		$514K Buy
+2,168
New +$547K 0.06% 134

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

Southeast Asset Advisors's CRM Position: Q2 2026 in Review

Southeast Asset Advisors increased its Salesforce (CRM) stake by 15% in Q2 2026, buying an estimated $87.9K and bringing the position to 3,748 shares worth $587K. The position accounts for 0.06% of the portfolio, ranked #133.

Southeast Asset Advisors first reported a position in CRM in Q3 2025 and has held it in 4 quarters since. The position peaked at $606K in Q1 2026. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Southeast Asset Advisors held 3,748 shares of Salesforce worth $587K as of Q2 2026.
  • Southeast Asset Advisors bought 500 Salesforce shares in Q2 2026, an estimated $87.9K.
  • Salesforce made up 0.06% of Southeast Asset Advisors's portfolio in Q2 2026, its #133 holding.
  • Southeast Asset Advisors first reported a position in Salesforce in Q3 2025 and has held it in 4 quarters since.
  • Southeast Asset Advisors's Salesforce position peaked at $606K in Q1 2026.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Southeast Asset Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.