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Stratos Wealth Advisors’s Salesforce CRM Stock Holding History

Stratos 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 		$654K Sell
4,171
-28,102
-87% -$4.94M 0.04% 351
2026
Q1 		$6.02M Sell
32,273
-10,451
-24% -$2.17M 0.37% 68
2025
Q4 		$11.3M Buy
42,724
+3,624
+9% +$901K 0.55% 41
2025
Q3 		$9.27M Buy
39,100
+4,774
+14% +$1.2M 0.45% 56
2025
Q2 		$9.36M Sell
34,326
-234
-0.7% -$62.6K 0.49% 48
2025
Q1 		$9.27M Sell
34,560
-1,080
-3% -$336K 0.51% 49
2024
Q4 		$11.9M Buy
35,640
+452
+1% +$144K 0.57% 42
2024
Q3 		$9.63M Buy
35,188
+283
+0.8% +$72.5K 0.44% 56
2024
Q2 		$8.97M Buy
34,905
+1,527
+5% +$409K 0.44% 54
2024
Q1 		$10.1M Buy
33,378
+1,058
+3% +$305K 0.6% 36
2023
Q4 		$8.5M Sell
32,320
-681
-2% -$154K 0.49% 37
2023
Q3 		$6.69M Buy
33,001
+5,072
+18% +$1.1M 0.44% 47
2023
Q2 		$5.9M Buy
27,929
+1,014
+4% +$207K 0.42% 58
2023
Q1 		$5.38M Sell
26,915
-78
-0.3% -$13.2K 0.41% 59
2022
Q4 		$3.58M Buy
26,993
+23,969
+793% +$3.5M 0.3% 97
2022
Q3 		$435K Buy
3,024
+280
+10% +$47.5K 0.05% 373
2022
Q2 		$453K Buy
2,744
+211
+8% +$37.3K 0.04% 378
2022
Q1 		$538K Sell
2,533
-1,091
-30% -$235K 0.04% 364
2021
Q4 		$921K Buy
3,624
+33
+0.9% +$9.27K 0.07% 296
2021
Q3 		$974K Sell
3,591
-70
-2% -$17.8K 0.08% 256
2021
Q2 		$894K Buy
3,661
+963
+36% +$222K 0.08% 254
2021
Q1 		$572K Buy
2,698
+215
+9% +$47.9K 0.06% 297
2020
Q4 		$553K Buy
2,483
+310
+14% +$75.4K 0.08% 235
2020
Q3 		$546K Buy
2,173
+213
+11% +$46.6K 0.13% 171
2020
Q2 		$367K Buy
+1,960
New +$330K 0.11% 178
2019
Q4 		– Sell
-2,950
Closed -$438K – 185
2019
Q3 		$438K Buy
2,950
+1
+0% +$152 0.17% 134
2019
Q2 		$447K Sell
2,949
-115
-4% -$18K 0.18% 128
2019
Q1 		$485K Buy
3,064
+100
+3% +$15.5K 0.26% 102
2018
Q4 		$406K Buy
+2,964
New +$408K 0.27% 110

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

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

Stratos Wealth Advisors reduced its Salesforce (CRM) stake by 87% in Q2 2026, selling an estimated $4.94M and leaving 4,171 shares worth $654K. The position accounts for 0.04% of the portfolio, ranked #351.

Stratos Wealth Advisors first reported a position in CRM in Q4 2018 and has held it in 29 quarters since. The position peaked at $11.9M in Q4 2024. 2,487 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Stratos Wealth Advisors held 4,171 shares of Salesforce worth $654K as of Q2 2026.
  • Stratos Wealth Advisors sold 28,102 Salesforce shares in Q2 2026, an estimated $4.94M.
  • Salesforce made up 0.04% of Stratos Wealth Advisors's portfolio in Q2 2026, its #351 holding.
  • Stratos Wealth Advisors first reported a position in Salesforce in Q4 2018 and has held it in 29 quarters since.
  • Stratos Wealth Advisors's Salesforce position peaked at $11.9M in Q4 2024.
  • 2,487 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Stratos Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.