Question 1

Does Steward Partners Investment Advisory own CRM stock?

Accepted Answer

Yes. As of its Q2 2026 13F, Steward Partners Investment Advisory holds 180,521 shares of CRM (Salesforce), worth $28.3M.

Question 2

How many shares of CRM does Steward Partners Investment Advisory own?

Accepted Answer

As of its Q2 2026 13F, Steward Partners Investment Advisory holds 180,521 shares of CRM (Salesforce).

Question 3

What is Steward Partners Investment Advisory's CRM position worth?

Accepted Answer

As of its Q2 2026 13F, Steward Partners Investment Advisory's CRM position is worth $28.3M.

Question 4

Is Steward Partners Investment Advisory buying or selling CRM?

Accepted Answer

In Q2 2026, Steward Partners Investment Advisory reduced its CRM position by 10,925 shares (-5.7%).

Question 5

When did Steward Partners Investment Advisory first buy CRM?

Accepted Answer

Steward Partners Investment Advisory already held CRM in its Q1 2019 13F, the earliest on record, and has listed it in 30 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	180,521	-5.7%	$28.3M	0.1%	$156.66	0
2026-Q1	Increased	191,446	+24.5%	$35.7M	0.2%	$185.72	42
2025-Q4	Increased	153,790	+5.5%	$40.7M	0.2%	$263.57	37
2025-Q3	Increased	145,781	+10.2%	$34.6M	0.2%	$235.42	38
2025-Q2	Increased	132,350	+1.4%	$36.1M	0.3%	$270.40	35
2025-Q1	Increased	130,522	+3.9%	$35M	0.3%	$265.27	36
2024-Q4	Increased	125,570	+3.3%	$42M	0.4%	$330.48	36
2024-Q3	Increased	121,547	+1.9%	$33.3M	0.3%	$270.25	35

CRMShowing 8 of 30 quarters

CRM
Showing 8 of 30 quarters