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Albion Financial Group’s Salesforce CRM Stock Holding History

Albion Financial Group’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 		$5.41M Buy
34,515
+4,601
+15% +$809K 0.31% 61
2026
Q1 		$5.58M Sell
29,914
-7,708
-20% -$1.6M 0.36% 59
2025
Q4 		$9.97M Sell
37,622
-8,596
-19% -$2.14M 0.62% 43
2025
Q3 		$11M Buy
46,218
+1,768
+4% +$446K 0.66% 44
2025
Q2 		$12.1M Buy
44,450
+20,145
+83% +$5.39M 0.79% 39
2025
Q1 		$6.52M Buy
24,305
+18,352
+308% +$5.71M 0.46% 54
2024
Q4 		$1.99M Sell
5,953
-1,866
-24% -$596K 0.14% 85
2024
Q3 		$2.14M Sell
7,819
-31
-0.4% -$7.94K 0.15% 78
2024
Q2 		$2.02M Sell
7,850
-41
-0.5% -$11K 0.15% 77
2024
Q1 		$2.38M Buy
7,891
+641
+9% +$185K 0.18% 74
2023
Q4 		$1.91M Sell
7,250
-23
-0.3% -$5.21K 0.16% 75
2023
Q3 		$1.47M Buy
7,273
+1,540
+27% +$333K 0.14% 83
2023
Q2 		$1.21M Sell
5,733
-1,114
-16% -$227K 0.11% 97
2023
Q1 		$1.37M Buy
6,847
+787
+13% +$133K 0.13% 92
2022
Q4 		$803K Sell
6,060
-492
-8% -$71.8K 0.08% 112
2022
Q3 		$942K Buy
6,552
+237
+4% +$40.2K 0.1% 105
2022
Q2 		$1.04M Sell
6,315
-170
-3% -$30K 0.1% 102
2022
Q1 		$1.38M Buy
6,485
+16
+0.2% +$3.44K 0.12% 99
2021
Q4 		$1.64M Buy
6,469
+79
+1% +$22.2K 0.13% 95
2021
Q3 		$1.73M Buy
6,390
+232
+4% +$58.9K 0.15% 92
2021
Q2 		$1.5M Buy
+6,158
New +$1.42M 0.13% 100
2020
Q4 		$1.02M Buy
4,565
+1,634
+56% +$397K 0.1% 107
2020
Q3 		$737K Buy
2,931
+410
+16% +$89.8K 0.08% 129
2020
Q2 		$472K Buy
2,521
+875
+53% +$147K 0.06% 148
2020
Q1 		$237K Buy
+1,646
New +$282K 0.03% 167

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

Albion Financial Group's CRM Position: Q2 2026 in Review

Albion Financial Group increased its Salesforce (CRM) stake by 15% in Q2 2026, buying an estimated $809K and bringing the position to 34,515 shares worth $5.41M. The position accounts for 0.31% of the portfolio, ranked #61.

Albion Financial Group first reported a position in CRM in Q1 2020 and has held it in 25 quarters since. The position peaked at $12.1M in Q2 2025. 2,468 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Albion Financial Group held 34,515 shares of Salesforce worth $5.41M as of Q2 2026.
  • Albion Financial Group bought 4,601 Salesforce shares in Q2 2026, an estimated $809K.
  • Salesforce made up 0.31% of Albion Financial Group's portfolio in Q2 2026, its #61 holding.
  • Albion Financial Group first reported a position in Salesforce in Q1 2020 and has held it in 25 quarters since.
  • Albion Financial Group's Salesforce position peaked at $12.1M in Q2 2025.
  • 2,468 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Albion Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.