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Transcend Capital Advisors’s Salesforce CRM Stock Holding History

Transcend Capital 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 		$1.22M Sell
7,784
-103
-1% -$18.1K 0.08% 225
2026
Q1 		$1.47M Buy
7,887
+1,222
+18% +$253K 0.12% 169
2025
Q4 		$1.77M Buy
6,665
+1,194
+22% +$297K 0.14% 147
2025
Q3 		$1.3M Sell
5,471
-233
-4% -$58.8K 0.09% 202
2025
Q2 		$1.56M Buy
5,704
+265
+5% +$70.8K 0.12% 166
2025
Q1 		$1.46M Sell
5,439
-761
-12% -$237K 0.1% 199
2024
Q4 		$2.07M Sell
6,200
-7,103
-53% -$2.27M 0.15% 151
2024
Q3 		$3.64M Sell
13,303
-83
-0.6% -$21.3K 0.24% 102
2024
Q2 		$3.44M Sell
13,386
-109
-0.8% -$29.2K 0.25% 97
2024
Q1 		$4.06M Buy
13,495
+255
+2% +$73.6K 0.33% 75
2023
Q4 		$3.48M Buy
13,240
+337
+3% +$76.3K 0.31% 77
2023
Q3 		$2.62M Sell
12,903
-305
-2% -$65.9K 0.26% 87
2023
Q2 		$2.79M Sell
13,208
-1,072
-8% -$219K 0.27% 89
2023
Q1 		$2.85M Sell
14,280
-2,086
-13% -$352K 0.3% 84
2022
Q4 		$2.17M Sell
16,366
-553
-3% -$80.7K 0.24% 107
2022
Q3 		$2.43M Buy
16,919
+244
+1% +$41.4K 0.27% 98
2022
Q2 		$2.75M Buy
16,675
+2,293
+16% +$405K 0.29% 93
2022
Q1 		$3.05M Buy
14,382
+817
+6% +$176K 0.27% 93
2021
Q4 		$3.45M Buy
13,565
+1,735
+15% +$488K 0.3% 85
2021
Q3 		$3.49M Buy
+11,830
New +$3M 0.31% 83
2021
Q2 		– Sell
-9,158
Closed -$1.94M – 339
2021
Q1 		$1.94M Sell
9,158
-112
-1% -$24.9K 0.23% 110
2020
Q4 		$2.06M Buy
9,270
+3
+0% +$730 0.27% 99
2020
Q3 		$2.33M Buy
+9,267
New +$2.03M 0.42% 60
2020
Q2 		– Sell
-3,770
Closed -$548K – 135
2020
Q1 		$548K Buy
3,770
+259
+7% +$44.4K 0.16% 132
2019
Q4 		$571K Buy
+3,511
New +$550K 0.15% 138

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

Transcend Capital Advisors's CRM Position: Q2 2026 in Review

Transcend Capital Advisors reduced its Salesforce (CRM) stake by 1.3% in Q2 2026, selling an estimated $18.1K and leaving 7,784 shares worth $1.22M. The position accounts for 0.08% of the portfolio, ranked #225.

Transcend Capital Advisors first reported a position in CRM in Q4 2019 and has held it in 25 quarters since. The position peaked at $4.06M in Q1 2024. 2,494 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Transcend Capital Advisors held 7,784 shares of Salesforce worth $1.22M as of Q2 2026.
  • Transcend Capital Advisors sold 103 Salesforce shares in Q2 2026, an estimated $18.1K.
  • Salesforce made up 0.08% of Transcend Capital Advisors's portfolio in Q2 2026, its #225 holding.
  • Transcend Capital Advisors first reported a position in Salesforce in Q4 2019 and has held it in 25 quarters since.
  • Transcend Capital Advisors's Salesforce position peaked at $4.06M in Q1 2024.
  • 2,494 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Transcend Capital Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.