VA
CRM icon

VestGen Advisors’s Salesforce CRM Stock Holding History

VestGen 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 		$1.81M Sell
11,570
-595
-5% -$105K 0.05% 326
2026
Q1 		$2.08M Sell
12,165
-5,642
-32% -$1.17M 0.06% 296
2025
Q4 		$4.72M Buy
17,807
+556
+3% +$138K 0.2% 112
2025
Q3 		$4.09M Sell
17,251
-4,014
-19% -$1.01M 0.14% 152
2025
Q2 		$5.77M Sell
21,265
-34
-0.2% -$9.09K 0.23% 98
2025
Q1 		$5.72M Buy
+21,299
New +$6.62M 0.26% 85

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

VestGen Advisors's CRM Position: Q2 2026 in Review

VestGen Advisors reduced its Salesforce (CRM) stake by 4.9% in Q2 2026, selling an estimated $105K and leaving 11,570 shares worth $1.81M. The position accounts for 0.05% of the portfolio, ranked #326.

VestGen Advisors first reported a position in CRM in Q1 2025 and has held it in 6 quarters since. The position peaked at $5.77M in Q2 2025. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • VestGen Advisors held 11,570 shares of Salesforce worth $1.81M as of Q2 2026.
  • VestGen Advisors sold 595 Salesforce shares in Q2 2026, an estimated $105K.
  • Salesforce made up 0.05% of VestGen Advisors's portfolio in Q2 2026, its #326 holding.
  • VestGen Advisors first reported a position in Salesforce in Q1 2025 and has held it in 6 quarters since.
  • VestGen Advisors's Salesforce position peaked at $5.77M in Q2 2025.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

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