AFM
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Abbot Financial Management’s Salesforce CRM Stock Holding History

Abbot Financial Management’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 		$504K Sell
3,214
-105
-3% -$18.5K 0.17% 105
2026
Q1 		$620K Hold
3,319
– – 0.26% 97
2025
Q4 		$879K Buy
3,319
+25
+0.8% +$6.21K 0.36% 71
2025
Q3 		$781K Buy
3,294
+171
+5% +$43.1K 0.33% 80
2025
Q2 		$852K Buy
3,123
+375
+14% +$100K 0.39% 75
2025
Q1 		$738K Sell
2,748
-50
-2% -$15.6K 0.38% 75
2024
Q4 		$935K Hold
2,798
– – 0.47% 57
2024
Q3 		$766K Buy
2,798
+430
+18% +$110K 0.39% 70
2024
Q2 		$609K Hold
2,368
– – 0.33% 84
2024
Q1 		$713K Hold
2,368
– – 0.39% 71
2023
Q4 		$623K Hold
2,368
– – 0.37% 76
2023
Q3 		$480K Sell
2,368
-250
-10% -$54K 0.32% 80
2023
Q2 		$553K Sell
2,618
-150
-5% -$30.6K 0.35% 76
2023
Q1 		$553K Hold
2,768
– – 0.37% 76
2022
Q4 		$367K Sell
2,768
-4,076
-60% -$595K 0.25% 86
2022
Q3 		$984K Hold
6,844
– – 0.7% 44
2022
Q2 		$1.13M Buy
6,844
+125
+2% +$22.1K 0.68% 45
2022
Q1 		$1.43M Buy
6,719
+158
+2% +$34K 0.7% 43
2021
Q4 		$1.67M Buy
6,561
+61
+0.9% +$17.1K 0.74% 42
2021
Q3 		$1.76M Buy
6,500
+48
+0.7% +$12.2K 0.8% 39
2021
Q2 		$1.58M Buy
6,452
+285
+5% +$65.7K 0.69% 42
2021
Q1 		$1.31M Buy
6,167
+1,448
+31% +$322K 0.59% 47
2020
Q4 		$1.05M Buy
4,719
+1,361
+41% +$331K 0.6% 53
2020
Q3 		$844K Buy
3,358
+67
+2% +$14.7K 0.55% 53
2020
Q2 		$617K Buy
3,291
+13
+0.4% +$2.19K 0.42% 66
2020
Q1 		$472K Buy
3,278
+204
+7% +$35K 0.38% 67
2019
Q4 		$500K Buy
3,074
+266
+9% +$41.7K 0.32% 76
2019
Q3 		$417K Buy
2,808
+167
+6% +$25.4K 0.3% 83
2019
Q2 		$401K Buy
2,641
+841
+47% +$132K 0.29% 84
2019
Q1 		$285K Buy
1,800
+150
+9% +$23.3K 0.22% 89
2018
Q4 		$226K Buy
+1,650
New +$227K 0.2% 93

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

Abbot Financial Management's CRM Position: Q2 2026 in Review

Abbot Financial Management reduced its Salesforce (CRM) stake by 3.2% in Q2 2026, selling an estimated $18.5K and leaving 3,214 shares worth $504K. The position accounts for 0.17% of the portfolio, ranked #105.

Abbot Financial Management first reported a position in CRM in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.76M in Q3 2021. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Abbot Financial Management held 3,214 shares of Salesforce worth $504K as of Q2 2026.
  • Abbot Financial Management sold 105 Salesforce shares in Q2 2026, an estimated $18.5K.
  • Salesforce made up 0.17% of Abbot Financial Management's portfolio in Q2 2026, its #105 holding.
  • Abbot Financial Management first reported a position in Salesforce in Q4 2018 and has held it in 31 quarters since.
  • Abbot Financial Management's Salesforce position peaked at $1.76M in Q3 2021.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Abbot Financial Management's 13F filing for Q2 2026, filed 6 Aug 2026.