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Tounjian Advisory Partners’s Salesforce CRM Stock Holding History

Tounjian Advisory Partners’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 		$24.7K Sell
158
-6,912
-98% -$1.22M 0.01% 283
2026
Q1 		$1.32M Buy
7,070
+2
+0% +$414 0.48% 79
2025
Q4 		$1.87M Buy
7,068
+434
+7% +$108K 0.63% 52
2025
Q3 		$1.57M Sell
6,634
-5,242
-44% -$1.32M 0.53% 60
2025
Q2 		$3.19M Sell
11,876
-224
-2% -$59.9K 0.62% 43
2025
Q1 		$3.25M Buy
+12,100
New +$3.76M 0.61% 45

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

Tounjian Advisory Partners's CRM Position: Q2 2026 in Review

Tounjian Advisory Partners reduced its Salesforce (CRM) stake by 98% in Q2 2026, selling an estimated $1.22M and leaving 158 shares worth $24.7K. The position accounts for 0.01% of the portfolio, ranked #283.

Tounjian Advisory Partners first reported a position in CRM in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.25M in Q1 2025. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Tounjian Advisory Partners held 158 shares of Salesforce worth $24.7K as of Q2 2026.
  • Tounjian Advisory Partners sold 6,912 Salesforce shares in Q2 2026, an estimated $1.22M.
  • Salesforce made up 0.01% of Tounjian Advisory Partners's portfolio in Q2 2026, its #283 holding.
  • Tounjian Advisory Partners first reported a position in Salesforce in Q1 2025 and has held it in 6 quarters since.
  • Tounjian Advisory Partners's Salesforce position peaked at $3.25M in Q1 2025.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Tounjian Advisory Partners's 13F filing for Q2 2026, filed 7 Aug 2026.