BF
CRM icon

bLong Financial’s Salesforce CRM Stock Holding History

bLong Financial’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 		$698K Hold
4,453
– – 0.45% 33
2026
Q1 		$831K Sell
4,453
-50
-1% -$10.4K 0.63% 28
2025
Q4 		$1.19M Sell
4,503
-330
-7% -$82K 0.83% 20
2025
Q3 		$1.15M Sell
4,833
-71
-1% -$17.9K 0.8% 20
2025
Q2 		$1.34M Buy
4,904
+80
+2% +$21.4K 1.03% 16
2025
Q1 		$1.29M Hold
4,824
– – 1.15% 17
2024
Q4 		$1.61M Buy
+4,824
New +$1.54M 1.33% 16

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

bLong Financial's CRM Position: Q2 2026 in Review

bLong Financial held its Salesforce (CRM) position steady in Q2 2026 at 4,453 shares worth $698K. The position accounts for 0.45% of the portfolio, ranked #33.

bLong Financial first reported a position in CRM in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.61M in Q4 2024. 2,465 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • bLong Financial held 4,453 shares of Salesforce worth $698K as of Q2 2026.
  • bLong Financial left its Salesforce share count unchanged in Q2 2026.
  • Salesforce made up 0.45% of bLong Financial's portfolio in Q2 2026, its #33 holding.
  • bLong Financial first reported a position in Salesforce in Q4 2024 and has held it in 7 quarters since.
  • bLong Financial's Salesforce position peaked at $1.61M in Q4 2024.
  • 2,465 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on bLong Financial's 13F filing for Q2 2026, filed 21 Jul 2026.