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Steel Grove Capital Advisors’s Salesforce CRM Stock Holding History

Steel Grove 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 		– Sell
-1,136
Closed -$212K – 228
2026
Q1 		$212K Buy
+1,136
New +$235K 0.02% 204
2024
Q2 		– Sell
-1,286
Closed -$387K – 181
2024
Q1 		$387K Buy
+1,286
New +$371K 0.05% 141

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

Steel Grove Capital Advisors's CRM Position: Q2 2026 in Review

Steel Grove Capital Advisors sold out of Salesforce (CRM) in Q2 2026, closing a stake of 1,136 shares — an estimated $212K sold.

Steel Grove Capital Advisors first reported a position in CRM in Q1 2024 and held it in 2 quarters. The position peaked at $387K in Q1 2024. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Steel Grove Capital Advisors reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
  • Steel Grove Capital Advisors sold 1,136 Salesforce shares in Q2 2026, an estimated $212K.
  • Steel Grove Capital Advisors first reported a position in Salesforce in Q1 2024 and held it in 2 quarters.
  • Steel Grove Capital Advisors's Salesforce position peaked at $387K in Q1 2024.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Steel Grove Capital Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.