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Torrey Growth & Income Advisors’s Salesforce CRM Stock Holding History

Torrey Growth & Income 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 		$4.07M Buy
26,214
+1,774
+7% +$312K 1.38% 14
2026
Q1 		$4.56M Buy
24,440
+7,900
+48% +$1.64M 1.91% 11
2025
Q4 		$4.38M Sell
16,540
-4,019
-20% -$999K 1.52% 13
2025
Q3 		$4.87M Buy
+20,559
New +$5.19M 1.43% 12

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

Torrey Growth & Income Advisors's CRM Position: Q2 2026 in Review

Torrey Growth & Income Advisors increased its Salesforce (CRM) stake by 7.3% in Q2 2026, buying an estimated $312K and bringing the position to 26,214 shares worth $4.07M. The position accounts for 1.38% of the portfolio, ranked #14.

Torrey Growth & Income Advisors first reported a position in CRM in Q3 2025 and has held it in 4 quarters since. The position peaked at $4.87M in Q3 2025. 2,475 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Torrey Growth & Income Advisors held 26,214 shares of Salesforce worth $4.07M as of Q2 2026.
  • Torrey Growth & Income Advisors bought 1,774 Salesforce shares in Q2 2026, an estimated $312K.
  • Salesforce made up 1.38% of Torrey Growth & Income Advisors's portfolio in Q2 2026, its #14 holding.
  • Torrey Growth & Income Advisors first reported a position in Salesforce in Q3 2025 and has held it in 4 quarters since.
  • Torrey Growth & Income Advisors's Salesforce position peaked at $4.87M in Q3 2025.
  • 2,475 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Torrey Growth & Income Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.