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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
Q2 		$400K Buy
2,556
+113
+5% +$19.9K 0.16% 127
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
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

AmeriFlex Group's CRM Position: Q2 2026 in Review

AmeriFlex Group increased its Salesforce (CRM) stake by 4.6% in Q2 2026, buying an estimated $19.9K and bringing the position to 2,556 shares worth $400K. The position accounts for 0.16% of the portfolio, ranked #127.

AmeriFlex Group first reported a position in CRM in Q4 2024 and has held it in 7 quarters since. The position peaked at $558K in Q3 2025. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • AmeriFlex Group held 2,556 shares of Salesforce worth $400K as of Q2 2026.
  • AmeriFlex Group bought 113 Salesforce shares in Q2 2026, an estimated $19.9K.
  • Salesforce made up 0.16% of AmeriFlex Group's portfolio in Q2 2026, its #127 holding.
  • AmeriFlex Group first reported a position in Salesforce in Q4 2024 and has held it in 7 quarters since.
  • AmeriFlex Group's Salesforce position peaked at $558K in Q3 2025.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on AmeriFlex Group's 13F filing for Q2 2026, filed 14 Aug 2026.