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Stamos Capital Partners’s Salesforce CRM Stock Holding History

Stamos Capital Partners’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 		$7.01M Buy
44,715
+8,912
+25% +$1.57M 1.07% 25
2026
Q1 		$6.68M Buy
35,803
+16,069
+81% +$3.33M 1.04% 22
2025
Q4 		$5.23M Buy
19,734
+1,527
+8% +$379K 0.84% 34
2025
Q3 		$4.32M Buy
18,207
+4,009
+28% +$1.01M 0.81% 32
2025
Q2 		$3.87M Buy
14,198
+6,784
+92% +$1.81M 0.69% 47
2025
Q1 		$1.99M Buy
7,414
+2,924
+65% +$909K 0.52% 66
2024
Q4 		$1.5M Sell
4,490
-5,870
-57% -$1.87M 0.35% 82
2024
Q3 		$2.84M Buy
10,360
+1,050
+11% +$269K 0.67% 38
2024
Q2 		$2.39M Buy
9,310
+4,450
+92% +$1.19M 0.51% 59
2024
Q1 		$1.46M Sell
4,860
-1,000
-17% -$289K 0.33% 70
2023
Q4 		$1.54M Sell
5,860
-4,060
-41% -$919K 0.42% 57
2023
Q3 		$2.01M Buy
9,920
+610
+7% +$132K 0.45% 63
2023
Q2 		$1.97M Sell
9,310
-5,820
-38% -$1.19M 0.46% 67
2023
Q1 		$3.02M Hold
15,130
– – 0.78% 46
2022
Q4 		$2.01M Sell
15,130
-10,730
-41% -$1.57M 0.63% 56
2022
Q3 		$3.72M Buy
25,860
+19,440
+303% +$3.3M 0.95% 33
2022
Q2 		$1.06M Buy
6,420
+2,410
+60% +$426K 0.32% 64
2022
Q1 		$851K Buy
+4,010
New +$863K 0.28% 70
2020
Q4 		– Sell
-2,700
Closed -$679K – 58
2020
Q3 		$679K Hold
2,700
– – 0.25% 48
2020
Q2 		$506K Sell
2,700
-7,415
-73% -$1.25M 0.29% 41
2020
Q1 		$1.46M Buy
10,115
+8,575
+557% +$1.47M 0.77% 45
2019
Q4 		$250K Buy
+1,540
New +$241K 0.2% 51
2019
Q2 		– Sell
-6,348
Closed -$1.04M – 63
2019
Q1 		$1.04M Sell
6,348
-4,652
-42% -$721K 1.34% 25
2018
Q4 		$1.51M Buy
+11,000
New +$1.51M 1.14% 31

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

Stamos Capital Partners's CRM Position: Q2 2026 in Review

Stamos Capital Partners increased its Salesforce (CRM) stake by 25% in Q2 2026, buying an estimated $1.57M and bringing the position to 44,715 shares worth $7.01M. The position accounts for 1.07% of the portfolio, ranked #25.

Stamos Capital Partners first reported a position in CRM in Q4 2018 and has held it in 24 quarters since. 2,486 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Stamos Capital Partners held 44,715 shares of Salesforce worth $7.01M as of Q2 2026.
  • Stamos Capital Partners bought 8,912 Salesforce shares in Q2 2026, an estimated $1.57M.
  • Salesforce made up 1.07% of Stamos Capital Partners's portfolio in Q2 2026, its #25 holding.
  • Stamos Capital Partners first reported a position in Salesforce in Q4 2018 and has held it in 24 quarters since.
  • 2,486 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Stamos Capital Partners's 13F filing for Q2 2026, filed 13 Aug 2026.