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Strategic Advocates’s Salesforce CRM Stock Holding History

Strategic Advocates’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
-758
Closed -$201K – 332
2025
Q4 		$201K Buy
758
+1
+0.1% +$249 0.05% 115
2025
Q3 		$180K Hold
757
– – 0.05% 131
2025
Q2 		$207K Buy
+757
New +$202K 0.06% 122
2024
Q4 		– Sell
-1,584
Closed -$434K – 114
2024
Q3 		$434K Sell
1,584
-9,359
-86% -$2.4M 0.16% 81
2024
Q2 		$2.81M Buy
10,943
+863
+9% +$231K 1.12% 19
2024
Q1 		$3.04M Buy
10,080
+3,446
+52% +$994K 1.17% 18
2023
Q4 		$1.75M Buy
6,634
+414
+7% +$93.7K 0.74% 28
2023
Q3 		$1.26M Buy
+6,220
New +$1.34M 0.59% 36

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

Strategic Advocates's CRM Position: Q1 2026 in Review

Strategic Advocates sold out of Salesforce (CRM) in Q1 2026, closing a stake of 758 shares — an estimated $201K sold.

Strategic Advocates first reported a position in CRM in Q3 2023 and held it in 8 quarters. The position peaked at $3.04M in Q1 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Strategic Advocates reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
  • Strategic Advocates sold 758 Salesforce shares in Q1 2026, an estimated $201K.
  • Strategic Advocates first reported a position in Salesforce in Q3 2023 and held it in 8 quarters.
  • Strategic Advocates's Salesforce position peaked at $3.04M in Q1 2024.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Strategic Advocates's 13F filing for Q1 2026, filed 15 May 2026.