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United Capital Financial Advisors’s Salesforce CRM Stock Holding History

United Capital Financial 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
Q1 		$24.1M Sell
129,326
-3,038
-2% -$629K 0.15% 127
2025
Q4 		$35.1M Buy
132,364
+6,066
+5% +$1.51M 0.21% 91
2025
Q3 		$29.9M Buy
126,298
+16,450
+15% +$4.15M 0.21% 91
2025
Q2 		$30M Sell
109,848
-1,318
-1% -$352K 0.24% 88
2025
Q1 		$29.8M Buy
111,166
+1,065
+1% +$331K 0.26% 86
2024
Q4 		$36.8M Buy
110,101
+3,351
+3% +$1.07M 0.31% 72
2024
Q3 		$29.2M Buy
106,750
+824
+0.8% +$211K 0.24% 86
2024
Q2 		$27.2M Sell
105,926
-11,599
-10% -$3.1M 0.23% 86
2024
Q1 		$35.4M Sell
117,525
-4,435
-4% -$1.28M 0.29% 76
2023
Q4 		$32.1M Buy
121,960
+11,605
+11% +$2.63M 0.27% 85
2023
Q3 		$22.4M Sell
110,355
-6,638
-6% -$1.43M 0.15% 140
2023
Q2 		$24.7M Sell
116,993
-737
-0.6% -$150K 0.13% 136
2023
Q1 		$23.5M Buy
117,730
+25,482
+28% +$4.3M 0.13% 150
2022
Q4 		$12.2M Sell
92,248
-39,515
-30% -$5.77M 0.07% 224
2022
Q3 		$19M Sell
131,763
-1,369
-1% -$232K 0.11% 171
2022
Q2 		$22M Buy
133,132
+306
+0.2% +$54.1K 0.12% 164
2022
Q1 		$28.2M Buy
132,826
+3,659
+3% +$787K 0.14% 150
2021
Q4 		$32.8M Buy
129,167
+17,003
+15% +$4.78M 0.15% 141
2021
Q3 		$30.4M Buy
112,164
+3,785
+3% +$961K 0.15% 140
2021
Q2 		$26.5M Buy
108,379
+1,175
+1% +$271K 0.13% 162
2021
Q1 		$22.7M Buy
107,204
+24,389
+29% +$5.43M 0.13% 170
2020
Q4 		$18.4M Buy
82,815
+26,630
+47% +$6.48M 0.11% 190
2020
Q3 		$14.1M Sell
56,185
-25,696
-31% -$5.62M 0.09% 207
2020
Q2 		$15.3M Buy
81,881
+3,459
+4% +$583K 0.11% 194
2020
Q1 		$11.3M Buy
78,422
+30,038
+62% +$5.15M 0.09% 215
2019
Q4 		$7.87M Buy
48,384
+7,862
+19% +$1.23M 0.05% 336
2019
Q3 		$6.01M Sell
40,522
-4,148
-9% -$630K 0.04% 368
2019
Q2 		$6.78M Buy
44,670
+5,242
+13% +$821K 0.04% 361
2019
Q1 		$6.24M Buy
39,428
+4,821
+14% +$747K 0.04% 370
2018
Q4 		$4.74M Buy
34,607
+5,570
+19% +$766K 0.04% 392
2018
Q3 		$4.62M Buy
29,037
+4,086
+16% +$606K 0.03% 446
2018
Q2 		$3.4M Buy
24,951
+4,039
+19% +$515K 0.03% 485
2018
Q1 		$2.43M Buy
20,912
+3,104
+17% +$356K 0.02% 539
2017
Q4 		$1.82M Buy
17,808
+2,921
+20% +$298K 0.01% 617
2017
Q3 		$1.39M Buy
14,887
+3,724
+33% +$343K 0.01% 679
2017
Q2 		$967K Buy
11,163
+4,329
+63% +$377K 0.01% 774
2017
Q1 		$564K Buy
6,834
+705
+12% +$56.3K 0.01% 886
2016
Q4 		$420K Sell
6,129
-1,139
-16% -$82.7K ﹤0.01% 973
2016
Q3 		$518K Sell
7,268
-14,222
-66% -$1.11M 0.01% 962
2016
Q2 		$1.7M Buy
21,490
+15,605
+265% +$1.22M 0.02% 594
2016
Q1 		$434K Sell
5,885
-2,815
-32% -$194K ﹤0.01% 915
2015
Q4 		$682K Buy
8,700
+3,646
+72% +$285K 0.01% 799
2015
Q3 		$351K Buy
5,054
+1,289
+34% +$91.4K ﹤0.01% 1011
2015
Q2 		$262K Sell
3,765
-302
-7% -$21.5K ﹤0.01% 1113
2015
Q1 		$296K Buy
4,067
+5
+0.1% +$310 ﹤0.01% 1075
2014
Q4 		$241K Buy
4,062
+294
+8% +$17.3K ﹤0.01% 1035
2014
Q3 		$217K Buy
+3,768
New +$212K ﹤0.01% 1023

Other funds holding CRM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

United Capital Financial Advisors's CRM Position: Q1 2026 in Review

United Capital Financial Advisors reduced its Salesforce (CRM) stake by 2.3% in Q1 2026, selling an estimated $629K and leaving 129,326 shares worth $24.1M. The position accounts for 0.15% of the portfolio, ranked #127.

United Capital Financial Advisors first reported a position in CRM in Q3 2014 and has held it in 47 quarters since. The position peaked at $36.8M in Q4 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • United Capital Financial Advisors held 129,326 shares of Salesforce worth $24.1M as of Q1 2026.
  • United Capital Financial Advisors sold 3,038 Salesforce shares in Q1 2026, an estimated $629K.
  • Salesforce made up 0.15% of United Capital Financial Advisors's portfolio in Q1 2026, its #127 holding.
  • United Capital Financial Advisors first reported a position in Salesforce in Q3 2014 and has held it in 47 quarters since.
  • United Capital Financial Advisors's Salesforce position peaked at $36.8M in Q4 2024.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.