Strategic Investment Advisors’s Salesforce CRM Stock Holding History

Strategic Investment 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 Q1	$111K	Buy	+595	New	+$123K	0.01%	368
2025 Q3	–	Sell	-1,538	Closed	-$419K	–	270
2025 Q2	$419K	Sell	1,538 -2,392	-61%	-$639K	0.04%	177
2025 Q1	$1.05M	Sell	3,930 -240	-6%	-$74.6K	0.11%	100
2024 Q4	$1.39M	Sell	4,170 -508	-11%	-$162K	0.15%	81
2024 Q3	$1.28M	Sell	4,678 -154	-3%	-$39.4K	0.14%	90
2024 Q2	$1.24M	Sell	4,832 -161	-3%	-$43.1K	0.15%	90
2024 Q1	$1.5M	Buy	4,993 +39	+0.8%	+$11.3K	0.19%	74
2023 Q4	$1.3M	Sell	4,954 -262	-5%	-$59.3K	0.19%	75
2023 Q3	$1.06M	Sell	5,216 -90	-2%	-$19.4K	0.17%	88
2023 Q2	$1.12M	Buy	5,306 +3,477	+190%	+$710K	0.16%	68
2023 Q1	$365K	Buy	1,829 +282	+18%	+$47.6K	0.07%	181
2022 Q4	$205K	Buy	+1,547	New	+$226K	0.04%	224
2022 Q3	–	Sell	-1,233	Closed	-$203K	–	183
2022 Q2	$203K	Buy	+1,233	New	+$218K	0.04%	203

Other funds holding CRM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Strategic Investment Advisors's CRM Position: Q1 2026 in Review

Strategic Investment Advisors opened a new position in Salesforce (CRM) in Q1 2026: 595 shares worth $111K. The stake represents 0.01% of the portfolio and ranks #368 among its holdings. This is a return to the name: Strategic Investment Advisors previously reported a position in CRM as recently as Q2 2025.

Strategic Investment Advisors first reported a position in CRM in Q2 2022 and has held it in 13 quarters since. The position peaked at $1.5M in Q1 2024. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Strategic Investment Advisors held 595 shares of Salesforce worth $111K as of Q1 2026.
Salesforce was a new Strategic Investment Advisors position in Q1 2026.
Salesforce made up 0.01% of Strategic Investment Advisors's portfolio in Q1 2026, its #368 holding.
Strategic Investment Advisors first reported a position in Salesforce in Q2 2022 and has held it in 13 quarters since.
Strategic Investment Advisors's Salesforce position peaked at $1.5M in Q1 2024.
2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Strategic Investment Advisors's 13F filing for Q1 2026, filed 18 May 2026.