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Stonebridge Capital Advisors’s Salesforce CRM Stock Holding History

Stonebridge 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 		$8.92M Sell
56,923
-760
-1% -$134K 0.57% 52
2026
Q1 		$10.8M Buy
57,683
+988
+2% +$205K 0.75% 48
2025
Q4 		$15M Buy
56,695
+1,555
+3% +$386K 1.04% 31
2025
Q3 		$13.1M Buy
55,140
+544
+1% +$137K 0.93% 36
2025
Q2 		$14.9M Buy
54,596
+321
+0.6% +$85.8K 1.13% 28
2025
Q1 		$14.6M Buy
54,275
+1,845
+4% +$574K 1.19% 29
2024
Q4 		$17.5M Sell
52,430
-263
-0.5% -$83.9K 1.41% 21
2024
Q3 		$14.4M Buy
52,693
+4,805
+10% +$1.23M 1.18% 27
2024
Q2 		$12.3M Buy
47,888
+5,288
+12% +$1.41M 1.08% 30
2024
Q1 		$12.8M Buy
42,600
+2,098
+5% +$605K 1.15% 30
2023
Q4 		$10.7M Buy
40,502
+485
+1% +$110K 1.07% 33
2023
Q3 		$8.11M Buy
40,017
+278
+0.7% +$60.1K 0.89% 38
2023
Q2 		$8.4M Buy
39,739
+949
+2% +$194K 0.89% 40
2023
Q1 		$7.75M Buy
38,790
+1,313
+4% +$222K 0.88% 45
2022
Q4 		$4.97M Buy
37,477
+2,712
+8% +$396K 0.59% 56
2022
Q3 		$5M Buy
34,765
+4,686
+16% +$795K 0.64% 54
2022
Q2 		$4.96M Buy
30,079
+26,017
+640% +$4.6M 0.6% 55
2022
Q1 		$862K Buy
4,062
+1,229
+43% +$264K 0.09% 121
2021
Q4 		$720K Buy
2,833
+385
+16% +$108K 0.08% 126
2021
Q3 		$664K Buy
2,448
+2,165
+765% +$550K 0.08% 125
2021
Q2 		$69K Sell
283
-79
-22% -$18.2K 0.01% 302
2021
Q1 		$77K Buy
+362
New +$80.6K 0.01% 290
2020
Q3 		– Sell
-201
Closed -$38K – 294
2020
Q2 		$38K Hold
201
– – 0.01% 313
2020
Q1 		$29K Hold
201
– – 0.01% 322
2019
Q4 		$33K Buy
201
+73
+57% +$11.4K 0.01% 379
2019
Q3 		$19K Sell
128
-30
-19% -$4.56K ﹤0.01% 452
2019
Q2 		$24K Buy
+158
New +$24.8K ﹤0.01% 423

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

Stonebridge Capital Advisors's CRM Position: Q2 2026 in Review

Stonebridge Capital Advisors reduced its Salesforce (CRM) stake by 1.3% in Q2 2026, selling an estimated $134K and leaving 56,923 shares worth $8.92M. The position accounts for 0.57% of the portfolio, ranked #52.

Stonebridge Capital Advisors first reported a position in CRM in Q2 2019 and has held it in 27 quarters since. The position peaked at $17.5M in Q4 2024. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Stonebridge Capital Advisors held 56,923 shares of Salesforce worth $8.92M as of Q2 2026.
  • Stonebridge Capital Advisors sold 760 Salesforce shares in Q2 2026, an estimated $134K.
  • Salesforce made up 0.57% of Stonebridge Capital Advisors's portfolio in Q2 2026, its #52 holding.
  • Stonebridge Capital Advisors first reported a position in Salesforce in Q2 2019 and has held it in 27 quarters since.
  • Stonebridge Capital Advisors's Salesforce position peaked at $17.5M in Q4 2024.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Stonebridge Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.