Strategic Investment Solutions’s Salesforce CRM Stock Holding History

Strategic Investment Solutions’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	$14.6K	Hold	93	–	–	﹤0.01%	396
2026 Q1	$17.4K	Hold	93	–	–	﹤0.01%	357
2025 Q4	$24.7K	Hold	93	–	–	0.01%	301
2025 Q3	$22.1K	Hold	93	–	–	0.01%	289
2025 Q2	$25.4K	Sell	93 -8	-8%	-$2.14K	0.01%	270
2025 Q1	$27.1K	Sell	101 -300	-75%	-$93.3K	0.01%	259
2024 Q4	$112K	Buy	401 +300	+297%	+$95.7K	0.04%	132
2024 Q3	$27.7K	Sell	101 -27	-21%	-$6.92K	0.01%	248
2024 Q2	$33.1K	Buy	+128	New	+$34.3K	0.01%	215
2023 Q4	$103K	Sell	393 -4,521	-92%	-$1.02M	0.02%	295
2023 Q3	$1.06M	Buy	4,914 +4,836	+6,200%	+$1.04M	0.01%	308
2023 Q2	$16.6K	Sell	78 -315	-80%	-$64.3K	﹤0.01%	490
2023 Q1	$78.5K	Buy	+393	New	+$66.4K	0.02%	288

Other funds holding CRM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Strategic Investment Solutions held its Salesforce (CRM) position steady in Q2 2026 at 93 shares worth $14.6K. The position accounts for ﹤0.01% of the portfolio, ranked #396.

Strategic Investment Solutions first reported a position in CRM in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.06M in Q3 2023. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Strategic Investment Solutions held 93 shares of Salesforce worth $14.6K as of Q2 2026.
Strategic Investment Solutions left its Salesforce share count unchanged in Q2 2026.
Salesforce made up ﹤0.01% of Strategic Investment Solutions's portfolio in Q2 2026, its #396 holding.
Strategic Investment Solutions first reported a position in Salesforce in Q1 2023 and has held it in 13 quarters since.
Strategic Investment Solutions's Salesforce position peaked at $1.06M in Q3 2023.
2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.