AmeriFlex Group’s Salesforce CRM Stock Holding History

AmeriFlex 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 Q1	$456K	Buy	2,443 +357	+17%	+$74K	0.23%	90
2025 Q4	$553K	Sell	2,086 -270	-11%	-$67.1K	0.29%	71
2025 Q3	$558K	Buy	2,356 +1,265	+116%	+$319K	0.21%	92
2025 Q2	$295K	Sell	1,091 -712	-39%	-$190K	0.16%	128
2025 Q1	$484K	Buy	1,803 +744	+70%	+$231K	0.2%	113
2024 Q4	$362K	Buy	+1,059	New	+$338K	0.17%	132

Other funds holding CRM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

AmeriFlex Group's CRM Position: Q1 2026 in Review

AmeriFlex Group increased its Salesforce (CRM) stake by 17% in Q1 2026, buying an estimated $74K and bringing the position to 2,443 shares worth $456K. The position accounts for 0.23% of the portfolio, ranked #90.

AmeriFlex Group first reported a position in CRM in Q4 2024 and has held it in 6 quarters since. The position peaked at $558K in Q3 2025. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

AmeriFlex Group held 2,443 shares of Salesforce worth $456K as of Q1 2026.
AmeriFlex Group bought 357 Salesforce shares in Q1 2026, an estimated $74K.
Salesforce made up 0.23% of AmeriFlex Group's portfolio in Q1 2026, its #90 holding.
AmeriFlex Group first reported a position in Salesforce in Q4 2024 and has held it in 6 quarters since.
AmeriFlex Group's Salesforce position peaked at $558K in Q3 2025.
2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on AmeriFlex Group's 13F filing for Q1 2026, filed 15 May 2026.