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Position history for Steward Partners Investment Advisory, LLCSteward Partners Investment Advisory, LLC's holdings in SALESFORCE.COM INC

Steward Partners Investment Advisory, LLC holds 180,521 shares of CRM (SALESFORCE.COM INC), worth $28.3M as of 2026-Q2. The position was decreased (-5.7% shares). CRM represents 0.1% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$28.3M

Current Shares

180,521

Total Value Change

-$5M

Total Shares Change

+58,974

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
180,521
-5.7%
$28.3M0.1%$156.66
0
2026-Q1
Increased
191,446
+24.5%
$35.7M0.2%$196.05
42
2025-Q4
Increased
153,790
+5.5%
$40.7M0.2%$265.92
37
2025-Q3
Increased
145,781
+10.2%
$34.6M0.2%$244.71
38
2025-Q2
Increased
132,350
+1.4%
$36.1M0.3%$272.50
35
2025-Q1
Increased
130,522
+3.9%
$35M0.3%$268.22
36
2024-Q4
Increased
125,570
+3.3%
$42M0.4%$333.56
36
2024-Q3
Increased
121,547
+1.9%
$33.3M0.3%$274.53
35

Other major holders of CRM: BNP PARIBAS FINANCIAL MARKETS, VANGUARD GROUP INC, BlackRock, Inc.

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