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Vestmark Advisory Solutions’s Salesforce CRM Stock Holding History

Vestmark Advisory Solutions’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 		$3.58M Buy
22,853
+89
+0.4% +$15.7K 0.03% 494
2026
Q1 		$4.25M Sell
22,764
-10,875
-32% -$2.25M 0.05% 386
2025
Q4 		$8.91M Buy
33,639
+22,165
+193% +$5.51M 0.12% 175
2025
Q3 		$2.72M Buy
11,474
+1,182
+11% +$298K 0.05% 350
2025
Q2 		$2.81M Sell
10,292
-13,160
-56% -$3.52M 0.04% 316
2025
Q1 		$6.29M Buy
23,452
+12,746
+119% +$3.96M 0.16% 166
2024
Q4 		$3.58M Buy
10,706
+14
+0.1% +$4.47K 0.12% 176
2024
Q3 		$2.93M Sell
10,692
-5,021
-32% -$1.29M 0.11% 201
2024
Q2 		$4.04M Buy
15,713
+130
+0.8% +$34.8K 0.17% 135
2024
Q1 		$4.69M Buy
15,583
+7,530
+94% +$2.17M 0.2% 121
2023
Q4 		$2.12M Sell
8,053
-1,797
-18% -$407K 0.11% 222
2023
Q3 		$2M Sell
9,850
-21,152
-68% -$4.57M 0.15% 176
2023
Q2 		$6.55M Sell
31,002
-1,184
-4% -$242K 0.25% 96
2023
Q1 		$6.43M Buy
32,186
+1,290
+4% +$218K 0.28% 90
2022
Q4 		$4.1M Sell
30,896
-8,205
-21% -$1.2M 0.2% 146
2022
Q3 		$5.62M Sell
39,101
-476
-1% -$80.7K 0.31% 68
2022
Q2 		$6.53M Buy
39,577
+8,477
+27% +$1.5M 0.37% 50
2022
Q1 		$6.6M Buy
31,100
+8,126
+35% +$1.75M 0.37% 49
2021
Q4 		$5.84M Buy
22,974
+1,741
+8% +$489K 0.33% 65
2021
Q3 		$5.76M Buy
21,233
+1,439
+7% +$365K 0.39% 47
2021
Q2 		$4.83M Buy
19,794
+3,007
+18% +$693K 0.34% 60
2021
Q1 		$3.56M Buy
16,787
+1,242
+8% +$276K 0.32% 77
2020
Q4 		$3.46M Buy
15,545
+1,001
+7% +$243K 0.39% 55
2020
Q3 		$3.65M Buy
14,544
+2,496
+21% +$546K 0.49% 41
2020
Q2 		$2.26M Buy
12,048
+2,987
+33% +$503K 0.35% 68
2020
Q1 		$1.3M Buy
+9,061
New +$1.55M 0.26% 119
2019
Q4 		– Sell
-5,280
Closed -$784K – 314
2019
Q3 		$784K Sell
5,280
-764
-13% -$116K 0.13% 220
2019
Q2 		$917K Sell
6,044
-84
-1% -$13.2K 0.16% 188
2019
Q1 		$970K Buy
+6,128
New +$950K 0.17% 174

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

Vestmark Advisory Solutions's CRM Position: Q2 2026 in Review

Vestmark Advisory Solutions increased its Salesforce (CRM) stake by 0.39% in Q2 2026, buying an estimated $15.7K and bringing the position to 22,853 shares worth $3.58M. The position accounts for 0.03% of the portfolio, ranked #494.

Vestmark Advisory Solutions first reported a position in CRM in Q1 2019 and has held it in 29 quarters since. The position peaked at $8.91M in Q4 2025. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Vestmark Advisory Solutions held 22,853 shares of Salesforce worth $3.58M as of Q2 2026.
  • Vestmark Advisory Solutions bought 89 Salesforce shares in Q2 2026, an estimated $15.7K.
  • Salesforce made up 0.03% of Vestmark Advisory Solutions's portfolio in Q2 2026, its #494 holding.
  • Vestmark Advisory Solutions first reported a position in Salesforce in Q1 2019 and has held it in 29 quarters since.
  • Vestmark Advisory Solutions's Salesforce position peaked at $8.91M in Q4 2025.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.