SA
CRM icon

Sovran Advisors’s Salesforce CRM Stock Holding History

Sovran 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 		$2.03M Sell
11,181
-1,446
-11% -$254K 0.15% 156
2026
Q1 		$2.23M Buy
12,627
+2,611
+26% +$541K 0.17% 142
2025
Q4 		$2.34M Buy
10,016
+2,913
+41% +$724K 0.2% 122
2025
Q3 		$1.82M Buy
7,103
+2,116
+42% +$534K 0.16% 143
2025
Q2 		$1.36M Buy
4,987
+1,461
+41% +$391K 0.14% 161
2025
Q1 		$872K Buy
3,526
+580
+20% +$180K 0.11% 190
2024
Q4 		$953K Buy
+2,946
New +$940K 0.14% 157

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

Sovran Advisors's CRM Position: Q2 2026 in Review

Sovran Advisors reduced its Salesforce (CRM) stake by 11% in Q2 2026, selling an estimated $254K and leaving 11,181 shares worth $2.03M. The position accounts for 0.15% of the portfolio, ranked #156.

Sovran Advisors first reported a position in CRM in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.34M in Q4 2025. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Sovran Advisors held 11,181 shares of Salesforce worth $2.03M as of Q2 2026.
  • Sovran Advisors sold 1,446 Salesforce shares in Q2 2026, an estimated $254K.
  • Salesforce made up 0.15% of Sovran Advisors's portfolio in Q2 2026, its #156 holding.
  • Sovran Advisors first reported a position in Salesforce in Q4 2024 and has held it in 7 quarters since.
  • Sovran Advisors's Salesforce position peaked at $2.34M in Q4 2025.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

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