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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
Q2 		$108K Buy
691
+96
+16% +$16.9K 0.01% 386
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
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 $3.38T AUM 44.17% 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

Strategic Investment Advisors's CRM Position: Q2 2026 in Review

Strategic Investment Advisors increased its Salesforce (CRM) stake by 16% in Q2 2026, buying an estimated $16.9K and bringing the position to 691 shares worth $108K. The position accounts for 0.01% of the portfolio, ranked #386.

Strategic Investment Advisors first reported a position in CRM in Q2 2022 and has held it in 14 quarters since. The position peaked at $1.5M in Q1 2024. 2,492 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Strategic Investment Advisors held 691 shares of Salesforce worth $108K as of Q2 2026.
  • Strategic Investment Advisors bought 96 Salesforce shares in Q2 2026, an estimated $16.9K.
  • Salesforce made up 0.01% of Strategic Investment Advisors's portfolio in Q2 2026, its #386 holding.
  • Strategic Investment Advisors first reported a position in Salesforce in Q2 2022 and has held it in 14 quarters since.
  • Strategic Investment Advisors's Salesforce position peaked at $1.5M in Q1 2024.
  • 2,492 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Strategic Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.