St. Clair Advisors’s Salesforce CRM Stock Holding History

St. Clair 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 Q3	$1.22M	Sell	5,312 -147	-3%	-$30.3K	0.3%	42
2026 Q2	$855K	Hold	5,459	–	–	0.22%	52
2026 Q1	$1.02M	Buy	5,459 +110	+2%	+$22.8K	0.27%	51
2025 Q4	$1.42M	Hold	5,349	–	–	0.37%	38
2025 Q3	$1.27M	Buy	5,349 +75	+1%	+$18.9K	0.34%	41
2025 Q2	$1.44M	Hold	5,274	–	–	0.38%	38
2025 Q1	$1.42M	Hold	5,274	–	–	0.4%	39
2024 Q4	$1.76M	Buy	5,274 +80	+2%	+$25.5K	0.51%	33
2024 Q3	$1.42M	Sell	5,194 -200	-4%	-$51.2K	0.4%	37
2024 Q2	$1.39M	Buy	5,394 +3,047	+130%	+$815K	0.44%	32
2024 Q1	$707K	Buy	2,347 +200	+9%	+$57.7K	0.23%	52
2023 Q4	$565K	Hold	2,147	–	–	0.19%	60
2023 Q3	$435K	Buy	2,147 +147	+7%	+$31.8K	0.17%	63
2023 Q2	$423K	Hold	2,000	–	–	0.16%	63
2023 Q1	$400K	Buy	+2,000	New	+$338K	0.17%	67

Other funds holding CRM

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Fideuram - Intesa Sanpaolo Private Banking Turin $3.5B AUM 45.13% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

St. Clair Advisors's CRM Position: Q3 2026 in Review

St. Clair Advisors reduced its Salesforce (CRM) stake by 2.7% in Q3 2026, selling an estimated $30.3K and leaving 5,312 shares worth $1.22M. The position accounts for 0.3% of the portfolio, ranked #42.

St. Clair Advisors first reported a position in CRM in Q1 2023 and has held it in 15 quarters since. The position peaked at $1.76M in Q4 2024. 773 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

St. Clair Advisors held 5,312 shares of Salesforce worth $1.22M as of Q3 2026.
St. Clair Advisors sold 147 Salesforce shares in Q3 2026, an estimated $30.3K.
Salesforce made up 0.3% of St. Clair Advisors's portfolio in Q3 2026, its #42 holding.
St. Clair Advisors first reported a position in Salesforce in Q1 2023 and has held it in 15 quarters since.
St. Clair Advisors's Salesforce position peaked at $1.76M in Q4 2024.
773 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on St. Clair Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.