BFS
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Bare Financial Services’s Salesforce CRM Stock Holding History

Bare Financial Services’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 		$25.7K Buy
164
+32
+24% +$5.63K 0.01% 187
2026
Q1 		$24.6K Buy
132
+87
+193% +$18K 0.01% 120
2025
Q4 		$11.9K Sell
45
-14
-24% -$3.48K ﹤0.01% 195
2025
Q3 		$14K Buy
59
+6
+11% +$1.51K ﹤0.01% 168
2025
Q2 		$14.5K Buy
53
+45
+563% +$12K ﹤0.01% 131
2025
Q1 		$2.15K Buy
+8
New +$2.49K ﹤0.01% 245

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

Bare Financial Services's CRM Position: Q2 2026 in Review

Bare Financial Services increased its Salesforce (CRM) stake by 24% in Q2 2026, buying an estimated $5.63K and bringing the position to 164 shares worth $25.7K. The position accounts for 0.01% of the portfolio, ranked #187.

Bare Financial Services first reported a position in CRM in Q1 2025 and has held it in 6 quarters since. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Bare Financial Services held 164 shares of Salesforce worth $25.7K as of Q2 2026.
  • Bare Financial Services bought 32 Salesforce shares in Q2 2026, an estimated $5.63K.
  • Salesforce made up 0.01% of Bare Financial Services's portfolio in Q2 2026, its #187 holding.
  • Bare Financial Services first reported a position in Salesforce in Q1 2025 and has held it in 6 quarters since.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.