SIAP
CRM icon

Sterling Investment Advisors (Pennsylvania)’s Salesforce CRM Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
Q1 		– Sell
-1,133
Closed -$300K – 217
2025
Q4 		$300K Buy
1,133
+251
+28% +$62.4K 0.06% 169
2025
Q3 		$209K Buy
882
+143
+19% +$36.1K 0.04% 188
2025
Q2 		$201K Buy
+739
New +$198K 0.04% 179
2022
Q3 		– Sell
-686
Closed -$113K – 206
2022
Q2 		$113K Buy
686
+50
+8% +$8.84K 0.04% 169
2022
Q1 		$135K Sell
636
-38
-6% -$8.18K 0.04% 167
2021
Q4 		$171K Sell
674
-121
-15% -$34K 0.05% 154
2021
Q3 		$216K Buy
795
+125
+19% +$31.7K 0.06% 144
2021
Q2 		$164K Hold
670
– – 0.05% 157
2021
Q1 		$142K Buy
670
+120
+22% +$26.7K 0.05% 160
2020
Q4 		$122K Buy
550
+150
+38% +$36.5K 0.04% 163
2020
Q3 		$101K Sell
400
-100
-20% -$21.9K 0.04% 161
2020
Q2 		$93K Buy
500
+100
+25% +$16.9K 0.04% 165
2020
Q1 		$57K Hold
400
– – 0.03% 179
2019
Q4 		$65K Hold
400
– – 0.03% 182
2019
Q3 		$59K Hold
400
– – 0.03% 192
2019
Q2 		$61K Hold
400
– – 0.03% 186
2019
Q1 		$63K Hold
400
– – 0.03% 188
2018
Q4 		$54K Buy
+400
New +$55K 0.03% 187

Other funds holding CRM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s CRM Position: Q1 2026 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Salesforce (CRM) in Q1 2026, closing a stake of 1,133 shares — an estimated $300K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in CRM in Q4 2018 and held it in 18 quarters. The position peaked at $300K in Q4 2025. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 1,133 Salesforce shares in Q1 2026, an estimated $300K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in Salesforce in Q4 2018 and held it in 18 quarters.
  • Sterling Investment Advisors (Pennsylvania)'s Salesforce position peaked at $300K in Q4 2025.
  • 2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q1 2026, filed 4 May 2026.