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Strata Wealth Advisors’s Salesforce CRM Stock Holding History

Strata Wealth 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
-1,442
Closed -$269K – 98
2026
Q1 		$269K Buy
1,442
+59
+4% +$12.2K 0.07% 79
2025
Q4 		$366K Buy
1,383
+108
+8% +$26.8K 0.1% 59
2025
Q3 		$302K Sell
1,275
-79
-6% -$19.9K 0.08% 79
2025
Q2 		$369K Sell
1,354
-87
-6% -$23.3K 0.1% 58
2025
Q1 		$387K Buy
1,441
+53
+4% +$16.5K 0.12% 54
2024
Q4 		$464K Buy
1,388
+22
+2% +$7.02K 0.15% 52
2024
Q3 		$374K Buy
1,366
+129
+10% +$33K 0.12% 54
2024
Q2 		$318K Sell
1,237
-390
-24% -$104K 0.11% 58
2024
Q1 		$490K Buy
1,627
+392
+32% +$113K 0.17% 46
2023
Q4 		$325K Sell
1,235
-2
-0.2% -$453 0.13% 54
2023
Q3 		$251K Buy
+1,237
New +$267K 0.12% 47
2023
Q1 		$652K Hold
3,265
– – 0.34% 26
2022
Q4 		$433K Buy
+3,265
New +$476K 0.24% 33

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

Strata Wealth Advisors's CRM Position: Q2 2026 in Review

Strata Wealth Advisors sold out of Salesforce (CRM) in Q2 2026, closing a stake of 1,442 shares — an estimated $269K sold.

Strata Wealth Advisors first reported a position in CRM in Q4 2022 and held it in 13 quarters. The position peaked at $652K in Q1 2023. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Strata Wealth Advisors reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
  • Strata Wealth Advisors sold 1,442 Salesforce shares in Q2 2026, an estimated $269K.
  • Strata Wealth Advisors first reported a position in Salesforce in Q4 2022 and held it in 13 quarters.
  • Strata Wealth Advisors's Salesforce position peaked at $652K in Q1 2023.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Strata Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.