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Ares Financial Consulting’s Salesforce CRM Stock Holding History

Ares Financial Consulting’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 		$32.4K Sell
207
-59
-22% -$10.4K 0.02% 311
2026
Q1 		$49.5K Buy
266
+14
+6% +$2.9K 0.04% 214
2025
Q4 		$66.8K Buy
+252
New +$62.6K 0.06% 134

Other funds holding CRM

First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return

Ares Financial Consulting's CRM Position: Q2 2026 in Review

Ares Financial Consulting reduced its Salesforce (CRM) stake by 22% in Q2 2026, selling an estimated $10.4K and leaving 207 shares worth $32.4K. The position accounts for 0.02% of the portfolio, ranked #311.

Ares Financial Consulting first reported a position in CRM in Q4 2025 and has held it in 3 quarters since. The position peaked at $66.8K in Q4 2025. 1,397 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Ares Financial Consulting held 207 shares of Salesforce worth $32.4K as of Q2 2026.
  • Ares Financial Consulting sold 59 Salesforce shares in Q2 2026, an estimated $10.4K.
  • Salesforce made up 0.02% of Ares Financial Consulting's portfolio in Q2 2026, its #311 holding.
  • Ares Financial Consulting first reported a position in Salesforce in Q4 2025 and has held it in 3 quarters since.
  • Ares Financial Consulting's Salesforce position peaked at $66.8K in Q4 2025.
  • 1,397 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Ares Financial Consulting's 13F filing for Q2 2026, filed 9 Jul 2026.