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CARLSON FINANCIAL, INC.’s Salesforce CRM Stock Holding History

CARLSON FINANCIAL, INC.’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 		$464K Sell
2,956
-709
-19% -$125K 0.24% 92
2026
Q1 		$684K Sell
3,665
-250
-6% -$51.8K 0.4% 60
2025
Q4 		$1.04M Buy
+3,915
New +$973K 0.6% 38

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

CARLSON FINANCIAL, INC.'s CRM Position: Q2 2026 in Review

CARLSON FINANCIAL, INC. reduced its Salesforce (CRM) stake by 19% in Q2 2026, selling an estimated $125K and leaving 2,956 shares worth $464K. The position accounts for 0.24% of the portfolio, ranked #92.

CARLSON FINANCIAL, INC. first reported a position in CRM in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.04M in Q4 2025. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • CARLSON FINANCIAL, INC. held 2,956 shares of Salesforce worth $464K as of Q2 2026.
  • CARLSON FINANCIAL, INC. sold 709 Salesforce shares in Q2 2026, an estimated $125K.
  • Salesforce made up 0.24% of CARLSON FINANCIAL, INC.'s portfolio in Q2 2026, its #92 holding.
  • CARLSON FINANCIAL, INC. first reported a position in Salesforce in Q4 2025 and has held it in 3 quarters since.
  • CARLSON FINANCIAL, INC.'s Salesforce position peaked at $1.04M in Q4 2025.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on CARLSON FINANCIAL, INC.'s 13F filing for Q2 2026, filed 24 Aug 2026.