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World Investment Advisors’s Salesforce CRM Stock Holding History

World 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 		$12.7M Sell
68,352
-433
-0.6% -$76.1K 0.21% 105
2026
Q1 		$12.8M Sell
68,785
-3,349
-5% -$694K 0.21% 106
2025
Q4 		$19.1M Buy
72,134
+4,329
+6% +$1.08M 0.31% 61
2025
Q3 		$16.1M Sell
67,805
-700
-1% -$177K 0.33% 55
2025
Q2 		$18.7M Buy
68,505
+1,368
+2% +$366K 0.42% 42
2025
Q1 		$18M Buy
67,137
+4,730
+8% +$1.47M 0.47% 43
2024
Q4 		$20.9M Buy
62,407
+7,961
+15% +$2.54M 0.57% 34
2024
Q3 		$14.9M Buy
54,446
+46,324
+570% +$11.9M 0.47% 45
2024
Q2 		$2.09M Buy
+8,122
New +$2.17M 0.13% 162
2024
Q1 		– Sell
-815
Closed -$214K – 408
2023
Q4 		$214K Buy
+815
New +$184K 0.03% 358
2022
Q4 		– Sell
-1,475
Closed -$212K – 244
2022
Q3 		$212K Buy
1,475
+83
+6% +$14.1K 0.05% 221
2022
Q2 		$264K Sell
1,392
-72
-5% -$12.7K 0.06% 211
2022
Q1 		$311K Buy
1,464
+14
+1% +$3.01K 0.06% 198
2021
Q4 		$316K Buy
1,450
+584
+67% +$164K 0.07% 200
2021
Q3 		$235K Buy
866
+15
+2% +$3.81K 0.05% 223
2021
Q2 		$208K Buy
+851
New +$196K 0.05% 236
2021
Q1 		– Sell
-1,250
Closed -$300K – 231
2020
Q4 		$300K Sell
1,250
-101
-7% -$24.6K 0.08% 161
2020
Q3 		$340K Sell
1,351
-213
-14% -$46.6K 0.12% 111
2020
Q2 		$301K Sell
1,564
-42
-3% -$7.08K 0.11% 118
2020
Q1 		$231K Buy
+1,606
New +$275K 0.11% 114
2019
Q1 		– Sell
-2,349
Closed -$382K – 133
2018
Q4 		$382K Buy
+2,349
New +$323K 0.17% 82

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

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

World Investment Advisors reduced its Salesforce (CRM) stake by 0.63% in Q2 2026, selling an estimated $76.1K and leaving 68,352 shares worth $12.7M. The position accounts for 0.21% of the portfolio, ranked #105.

World Investment Advisors first reported a position in CRM in Q4 2018 and has held it in 21 quarters since. The position peaked at $20.9M in Q4 2024. 2,468 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • World Investment Advisors held 68,352 shares of Salesforce worth $12.7M as of Q2 2026.
  • World Investment Advisors sold 433 Salesforce shares in Q2 2026, an estimated $76.1K.
  • Salesforce made up 0.21% of World Investment Advisors's portfolio in Q2 2026, its #105 holding.
  • World Investment Advisors first reported a position in Salesforce in Q4 2018 and has held it in 21 quarters since.
  • World Investment Advisors's Salesforce position peaked at $20.9M in Q4 2024.
  • 2,468 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

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