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Voya Financial Advisors’s Salesforce CRM Stock Holding History

Voya 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 		$1.25M Sell
6,982
-66
-0.9% -$13.7K 0.12% 75
2025
Q4 		$1.88M Sell
7,048
-15
-0.2% -$3.73K 0.18% 53
2025
Q3 		$1.73M Sell
7,063
-403
-5% -$102K 0.17% 59
2025
Q2 		$2.04M Sell
7,466
-1,815
-20% -$485K 0.21% 48
2025
Q1 		$2.51M Sell
9,281
-169
-2% -$52.6K 0.28% 35
2024
Q4 		$3.17M Buy
9,450
+132
+1% +$42.1K 0.35% 27
2024
Q3 		$2.58M Buy
9,318
+798
+9% +$204K 0.28% 36
2024
Q2 		$2.15M Buy
8,520
+1,563
+22% +$418K 0.24% 39
2024
Q1 		$2.1M Buy
6,957
+84
+1% +$24.2K 0.24% 37
2023
Q4 		$1.83M Buy
6,873
+359
+6% +$81.2K 0.22% 39
2023
Q3 		$1.32M Sell
6,514
-6
-0.1% -$1.3K 0.16% 48
2023
Q2 		$1.37M Buy
6,520
+455
+8% +$92.9K 0.16% 52
2023
Q1 		$1.19M Sell
6,065
-1,085
-15% -$183K 0.15% 58
2022
Q4 		$948K Sell
7,150
-2,580
-27% -$376K 0.12% 85
2022
Q3 		$1.43M Buy
9,730
+3,045
+46% +$516K 0.18% 56
2022
Q2 		$1.14M Sell
6,685
-76
-1% -$13.4K 0.14% 70
2022
Q1 		$1.45M Buy
6,761
+124
+2% +$26.7K 0.17% 62
2021
Q4 		$1.7M Buy
6,637
+339
+5% +$95.3K 0.19% 51
2021
Q3 		$1.7M Buy
6,298
+288
+5% +$73.1K 0.21% 41
2021
Q2 		$1.48M Sell
6,010
-21,384
-78% -$4.93M 0.19% 50
2021
Q1 		$5.75M Buy
27,394
+5,499
+25% +$1.22M 0.23% 73
2020
Q4 		$4.87M Sell
21,895
-2,607
-11% -$634K 0.21% 76
2020
Q3 		$6.06M Buy
24,502
+2,784
+13% +$609K 0.3% 52
2020
Q2 		$3.98M Buy
21,718
+1,327
+7% +$224K 0.21% 79
2020
Q1 		$3.06M Buy
20,391
+2,807
+16% +$481K 0.17% 91
2019
Q4 		$2.86M Buy
17,584
+634
+4% +$99.4K 0.14% 116
2019
Q3 		$2.51M Buy
16,950
+2,900
+21% +$441K 0.14% 118
2019
Q2 		$2.12M Buy
14,050
+1,753
+14% +$275K 0.11% 137
2019
Q1 		$1.91M Buy
12,297
+624
+5% +$96.7K 0.11% 150
2018
Q4 		$1.57M Buy
11,673
+2,882
+33% +$396K 0.1% 155
2018
Q3 		$1.41M Buy
8,791
+3,232
+58% +$480K 0.08% 199
2018
Q2 		$751K Buy
5,559
+705
+15% +$89.9K 0.05% 253
2018
Q1 		$548K Buy
4,854
+549
+13% +$63K 0.04% 304
2017
Q4 		$443K Buy
4,305
+425
+11% +$43.3K 0.03% 343
2017
Q3 		$359K Sell
3,880
-182
-4% -$16.7K 0.02% 365
2017
Q2 		$353K Buy
4,062
+127
+3% +$11.1K 0.03% 362
2017
Q1 		$324K Sell
3,935
-2
-0.1% -$160 0.03% 372
2016
Q4 		$272K Buy
3,937
+665
+20% +$48.3K 0.02% 378
2016
Q3 		$233K Sell
3,272
-68
-2% -$5.3K 0.02% 379
2016
Q2 		$264K Buy
3,340
+282
+9% +$22.1K 0.03% 330
2016
Q1 		$227K Buy
3,058
+505
+20% +$34.8K 0.03% 334
2015
Q4 		$202K Buy
+2,553
New +$199K 0.03% 343

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

Voya Financial Advisors's CRM Position: Q1 2026 in Review

Voya Financial Advisors reduced its Salesforce (CRM) stake by 0.94% in Q1 2026, selling an estimated $13.7K and leaving 6,982 shares worth $1.25M. The position accounts for 0.12% of the portfolio, ranked #75.

Voya Financial Advisors first reported a position in CRM in Q4 2015 and has held it in 42 quarters since. The position peaked at $6.06M in Q3 2020. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Voya Financial Advisors held 6,982 shares of Salesforce worth $1.25M as of Q1 2026.
  • Voya Financial Advisors sold 66 Salesforce shares in Q1 2026, an estimated $13.7K.
  • Salesforce made up 0.12% of Voya Financial Advisors's portfolio in Q1 2026, its #75 holding.
  • Voya Financial Advisors first reported a position in Salesforce in Q4 2015 and has held it in 42 quarters since.
  • Voya Financial Advisors's Salesforce position peaked at $6.06M in Q3 2020.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Voya Financial Advisors's 13F filing for Q1 2026, filed 12 May 2026.