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Vickerman Investment Advisors’s Salesforce CRM Stock Holding History

Vickerman Investment 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 		$2.83M Buy
18,088
+56
+0.3% +$9.85K 0.55% 42
2026
Q1 		$3.37M Sell
18,032
-70
-0.4% -$14.5K 0.71% 39
2025
Q4 		$4.8M Sell
18,102
-109
-0.6% -$27.1K 0.96% 25
2025
Q3 		$4.32M Buy
18,211
+2,413
+15% +$609K 0.87% 32
2025
Q2 		$4.31M Buy
15,798
+778
+5% +$208K 0.93% 30
2025
Q1 		$4.03M Buy
15,020
+1,472
+11% +$458K 0.91% 26
2024
Q4 		$4.53M Sell
13,548
-2,284
-14% -$729K 1.23% 22
2024
Q3 		$4.33M Buy
15,832
+241
+2% +$61.7K 1.27% 23
2024
Q2 		$4.01M Buy
15,591
+211
+1% +$56.5K 1.29% 24
2024
Q1 		$4.63M Sell
15,380
-505
-3% -$146K 1.49% 16
2023
Q4 		$4.18M Sell
15,885
-1,326
-8% -$300K 1.43% 17
2023
Q3 		$3.49M Sell
17,211
-500
-3% -$108K 1.42% 20
2023
Q2 		$3.74M Sell
17,711
-178
-1% -$36.3K 1.46% 19
2023
Q1 		$3.57M Buy
17,889
+11
+0.1% +$1.86K 1.41% 19
2022
Q4 		$2.37M Buy
17,878
+3,782
+27% +$552K 1.08% 38
2022
Q3 		$2.03M Buy
14,096
+2,254
+19% +$382K 0.98% 40
2022
Q2 		$1.95M Buy
11,842
+4,743
+67% +$838K 0.92% 41
2022
Q1 		$1.21M Buy
+7,099
New +$1.53M 0.53% 49

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

Vickerman Investment Advisors's CRM Position: Q2 2026 in Review

Vickerman Investment Advisors increased its Salesforce (CRM) stake by 0.31% in Q2 2026, buying an estimated $9.85K and bringing the position to 18,088 shares worth $2.83M. The position accounts for 0.55% of the portfolio, ranked #42.

Vickerman Investment Advisors first reported a position in CRM in Q1 2022 and has held it in 18 quarters since. The position peaked at $4.8M in Q4 2025. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Vickerman Investment Advisors held 18,088 shares of Salesforce worth $2.83M as of Q2 2026.
  • Vickerman Investment Advisors bought 56 Salesforce shares in Q2 2026, an estimated $9.85K.
  • Salesforce made up 0.55% of Vickerman Investment Advisors's portfolio in Q2 2026, its #42 holding.
  • Vickerman Investment Advisors first reported a position in Salesforce in Q1 2022 and has held it in 18 quarters since.
  • Vickerman Investment Advisors's Salesforce position peaked at $4.8M in Q4 2025.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Vickerman Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.