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Bleakley Financial Group’s Salesforce CRM Stock Holding History

Bleakley 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 		$4.94M Sell
31,532
-9,269
-23% -$1.63M 0.06% 250
2026
Q1 		$7.62M Buy
40,801
+4,270
+12% +$885K 0.12% 144
2025
Q4 		$9.68M Buy
36,531
+1,320
+4% +$328K 0.17% 100
2025
Q3 		$8.34M Sell
35,211
-5,942
-14% -$1.5M 0.19% 94
2025
Q2 		$11.2M Buy
41,153
+358
+0.9% +$95.7K 0.29% 67
2025
Q1 		$10.9M Buy
40,795
+12,681
+45% +$3.94M 0.35% 59
2024
Q4 		$9.4M Buy
28,114
+1,391
+5% +$444K 0.28% 62
2024
Q3 		$7.31M Buy
26,723
+1,615
+6% +$414K 0.22% 73
2024
Q2 		$6.46M Buy
25,108
+1,253
+5% +$335K 0.19% 108
2024
Q1 		$7.18M Buy
23,855
+3,186
+15% +$919K 0.21% 91
2023
Q4 		$5.44M Sell
20,669
-8,053
-28% -$1.82M 0.17% 113
2023
Q3 		$5.82M Sell
28,722
-1,130
-4% -$244K 0.21% 93
2023
Q2 		$6.31M Buy
29,852
+7,015
+31% +$1.43M 0.2% 94
2023
Q1 		$4.56M Buy
22,837
+9,300
+69% +$1.57M 0.15% 121
2022
Q4 		$1.79M Buy
+13,537
New +$1.98M 0.06% 268

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

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

Bleakley Financial Group reduced its Salesforce (CRM) stake by 23% in Q2 2026, selling an estimated $1.63M and leaving 31,532 shares worth $4.94M. The position accounts for 0.06% of the portfolio, ranked #250.

Bleakley Financial Group first reported a position in CRM in Q4 2022 and has held it in 15 quarters since. The position peaked at $11.2M in Q2 2025. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Bleakley Financial Group held 31,532 shares of Salesforce worth $4.94M as of Q2 2026.
  • Bleakley Financial Group sold 9,269 Salesforce shares in Q2 2026, an estimated $1.63M.
  • Salesforce made up 0.06% of Bleakley Financial Group's portfolio in Q2 2026, its #250 holding.
  • Bleakley Financial Group first reported a position in Salesforce in Q4 2022 and has held it in 15 quarters since.
  • Bleakley Financial Group's Salesforce position peaked at $11.2M in Q2 2025.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.