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Advus Financial Partners, LLC’s Salesforce CRM Stock Holding History

Advus Financial Partners, LLC’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 		$791K Sell
5,050
-470
-9% -$82.6K 0.18% 94
2026
Q1 		$1.03M Buy
5,520
+979
+22% +$203K 0.26% 72
2025
Q4 		$1.2M Buy
4,541
+938
+26% +$233K 0.29% 64
2025
Q3 		$854K Buy
3,603
+974
+37% +$246K 0.21% 80
2025
Q2 		$717K Buy
2,629
+504
+24% +$135K 0.18% 87
2025
Q1 		$570K Buy
2,125
+2
+0.1% +$622 0.16% 99
2024
Q4 		$710K Buy
2,123
+272
+15% +$86.8K 0.2% 72
2024
Q3 		$507K Sell
1,851
-22
-1% -$5.63K 0.14% 101
2024
Q2 		$482K Buy
1,873
+287
+18% +$76.8K 0.15% 97
2024
Q1 		$478K Buy
1,586
+143
+10% +$41.3K 0.15% 98
2023
Q4 		$380K Buy
1,443
+22
+2% +$4.98K 0.13% 102
2023
Q3 		$288K Buy
1,421
+60
+4% +$13K 0.11% 107
2023
Q2 		$288K Buy
1,361
+22
+2% +$4.49K 0.11% 111
2023
Q1 		$268K Buy
+1,339
New +$226K 0.11% 114
2021
Q3 		$251K Buy
+987
New +$251K 0.14% 83

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

Advus Financial Partners, LLC's CRM Position: Q2 2026 in Review

Advus Financial Partners, LLC reduced its Salesforce (CRM) stake by 8.5% in Q2 2026, selling an estimated $82.6K and leaving 5,050 shares worth $791K. The position accounts for 0.18% of the portfolio, ranked #94.

Advus Financial Partners, LLC first reported a position in CRM in Q3 2021 and has held it in 15 quarters since. The position peaked at $1.2M in Q4 2025. 2,475 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Advus Financial Partners, LLC held 5,050 shares of Salesforce worth $791K as of Q2 2026.
  • Advus Financial Partners, LLC sold 470 Salesforce shares in Q2 2026, an estimated $82.6K.
  • Salesforce made up 0.18% of Advus Financial Partners, LLC's portfolio in Q2 2026, its #94 holding.
  • Advus Financial Partners, LLC first reported a position in Salesforce in Q3 2021 and has held it in 15 quarters since.
  • Advus Financial Partners, LLC's Salesforce position peaked at $1.2M in Q4 2025.
  • 2,475 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Advus Financial Partners, LLC's 13F filing for Q2 2026, filed 25 Aug 2026.