VA
CRM icon

Vident Advisory’s Salesforce CRM Stock Holding History

Vident Advisory’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 		$29.7M Buy
189,382
+41,697
+28% +$7.33M 0.21% 91
2026
Q1 		$27.6M Buy
147,685
+29,226
+25% +$6.06M 0.23% 81
2025
Q4 		$31.4M Buy
118,459
+18,408
+18% +$4.57M 0.29% 75
2025
Q3 		$23.7M Sell
100,051
-84,431
-46% -$21.3M 0.23% 97
2025
Q2 		$50.3M Buy
184,482
+16,383
+10% +$4.38M 0.56% 32
2025
Q1 		$45.1M Buy
168,099
+45,672
+37% +$14.2M 0.66% 28
2024
Q4 		$40.9M Buy
122,427
+5,535
+5% +$1.77M 0.72% 25
2024
Q3 		$32M Sell
116,892
-8,518
-7% -$2.18M 0.81% 20
2024
Q2 		$32.2M Buy
125,410
+54,123
+76% +$14.5M 0.89% 14
2024
Q1 		$21.5M Buy
71,287
+53,393
+298% +$15.4M 0.45% 45
2023
Q4 		$4.71M Buy
17,894
+6,033
+51% +$1.37M 0.12% 191
2023
Q3 		$2.41M Buy
+11,861
New +$2.56M 0.07% 278

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

Vident Advisory's CRM Position: Q2 2026 in Review

Vident Advisory increased its Salesforce (CRM) stake by 28% in Q2 2026, buying an estimated $7.33M and bringing the position to 189,382 shares worth $29.7M. The position accounts for 0.21% of the portfolio, ranked #91.

Vident Advisory first reported a position in CRM in Q3 2023 and has held it in 12 quarters since. The position peaked at $50.3M in Q2 2025. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Vident Advisory held 189,382 shares of Salesforce worth $29.7M as of Q2 2026.
  • Vident Advisory bought 41,697 Salesforce shares in Q2 2026, an estimated $7.33M.
  • Salesforce made up 0.21% of Vident Advisory's portfolio in Q2 2026, its #91 holding.
  • Vident Advisory first reported a position in Salesforce in Q3 2023 and has held it in 12 quarters since.
  • Vident Advisory's Salesforce position peaked at $50.3M in Q2 2025.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Vident Advisory's 13F filing for Q2 2026, filed 12 Aug 2026.