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Atomi Financial Group’s Salesforce CRM Stock Holding History

Atomi 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 		$1.88M Sell
12,013
-1,842
-13% -$324K 0.05% 289
2026
Q1 		$2.59M Sell
13,855
-3,926
-22% -$813K 0.08% 198
2025
Q4 		$4.71M Buy
17,781
+135
+0.8% +$33.5K 0.14% 120
2025
Q3 		$4.18M Sell
17,646
-1,616
-8% -$408K 0.14% 120
2025
Q2 		$5.25M Buy
19,262
+1,722
+10% +$460K 0.2% 89
2025
Q1 		$4.71M Buy
17,540
+2,656
+18% +$826K 0.21% 90
2024
Q4 		$4.98M Buy
14,884
+2,885
+24% +$921K 0.25% 80
2024
Q3 		$3.28M Buy
11,999
+2,589
+28% +$663K 0.21% 92
2024
Q2 		$2.42M Buy
9,410
+1,503
+19% +$402K 0.18% 101
2024
Q1 		$2.38M Buy
7,907
+3,930
+99% +$1.13M 0.22% 97
2023
Q4 		$1.05M Buy
3,977
+937
+31% +$212K 0.14% 132
2023
Q3 		$617K Buy
3,040
+211
+7% +$45.6K 0.21% 124
2023
Q2 		$598K Buy
2,829
+493
+21% +$101K 0.27% 113
2023
Q1 		$467K Buy
+2,336
New +$395K 0.26% 107

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

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

Atomi Financial Group reduced its Salesforce (CRM) stake by 13% in Q2 2026, selling an estimated $324K and leaving 12,013 shares worth $1.88M. The position accounts for 0.05% of the portfolio, ranked #289.

Atomi Financial Group first reported a position in CRM in Q1 2023 and has held it in 14 quarters since. The position peaked at $5.25M in Q2 2025. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Atomi Financial Group held 12,013 shares of Salesforce worth $1.88M as of Q2 2026.
  • Atomi Financial Group sold 1,842 Salesforce shares in Q2 2026, an estimated $324K.
  • Salesforce made up 0.05% of Atomi Financial Group's portfolio in Q2 2026, its #289 holding.
  • Atomi Financial Group first reported a position in Salesforce in Q1 2023 and has held it in 14 quarters since.
  • Atomi Financial Group's Salesforce position peaked at $5.25M in Q2 2025.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.