6F
CRM icon

626 Financial’s Salesforce CRM Stock Holding History

626 Financial’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 		$227K Sell
1,446
-722
-33% -$127K 0.09% 119
2026
Q1 		$405K Sell
2,168
-2,708
-56% -$561K 0.18% 76
2025
Q4 		$1.29M Sell
4,876
-402
-8% -$99.9K 0.56% 30
2025
Q3 		$1.25M Sell
5,278
-143
-3% -$36.1K 0.55% 31
2025
Q2 		$1.48M Buy
5,421
+685
+14% +$183K 0.69% 24
2025
Q1 		$1.27M Buy
4,736
+2,651
+127% +$825K 0.65% 26
2024
Q4 		$697K Hold
2,085
– – 0.38% 49
2024
Q3 		$571K Sell
2,085
-229
-10% -$58.7K 0.32% 52
2024
Q2 		$595K Buy
2,314
+1
+0% +$268 0.34% 52
2024
Q1 		$697K Sell
2,313
-345
-13% -$99.5K 0.42% 47
2023
Q4 		$699K Sell
2,658
-1,561
-37% -$353K 0.46% 43
2023
Q3 		$856K Hold
4,219
– – 0.58% 36
2023
Q2 		$891K Sell
4,219
-72
-2% -$14.7K 0.57% 35
2023
Q1 		$857K Buy
4,291
+2,659
+163% +$449K 0.57% 36
2022
Q4 		$216K Buy
+1,632
New +$238K 0.15% 95

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

626 Financial's CRM Position: Q2 2026 in Review

626 Financial reduced its Salesforce (CRM) stake by 33% in Q2 2026, selling an estimated $127K and leaving 1,446 shares worth $227K. The position accounts for 0.09% of the portfolio, ranked #119.

626 Financial first reported a position in CRM in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.48M in Q2 2025. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • 626 Financial held 1,446 shares of Salesforce worth $227K as of Q2 2026.
  • 626 Financial sold 722 Salesforce shares in Q2 2026, an estimated $127K.
  • Salesforce made up 0.09% of 626 Financial's portfolio in Q2 2026, its #119 holding.
  • 626 Financial first reported a position in Salesforce in Q4 2022 and has held it in 15 quarters since.
  • 626 Financial's Salesforce position peaked at $1.48M in Q2 2025.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on 626 Financial's 13F filing for Q2 2026, filed 27 Jul 2026.