Bollard Group’s Salesforce CRM Stock Holding History

Bollard 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	$8K	Buy	51 +7	+16%	+$1.23K	﹤0.01%	270
2026 Q1	$8K	Buy	+44	New	+$9.12K	﹤0.01%	277
2025 Q2	–	Sell	-25	Closed	-$7K	–	292
2025 Q1	$7K	Hold	25	–	–	﹤0.01%	256
2024 Q4	$8K	Hold	25	–	–	﹤0.01%	254
2024 Q3	$7K	Hold	25	–	–	﹤0.01%	271
2024 Q2	$6K	Hold	25	–	–	﹤0.01%	273
2024 Q1	$8K	Hold	25	–	–	﹤0.01%	266
2023 Q4	$7K	Hold	25	–	–	﹤0.01%	268
2023 Q3	$5K	Sell	25 -85	-77%	-$18.4K	﹤0.01%	293
2023 Q2	$23K	Buy	110 +85	+340%	+$17.4K	﹤0.01%	246
2023 Q1	$5K	Hold	25	–	–	﹤0.01%	265
2022 Q4	$3K	Hold	25	–	–	﹤0.01%	264
2022 Q3	$4K	Hold	25	–	–	﹤0.01%	266
2022 Q2	$4K	Sell	25 -305	-92%	-$53.9K	﹤0.01%	275
2022 Q1	$70K	Hold	330	–	–	﹤0.01%	317
2021 Q4	$84K	Hold	330	–	–	﹤0.01%	308
2021 Q3	$90K	Hold	330	–	–	﹤0.01%	292
2021 Q2	$81K	Hold	330	–	–	﹤0.01%	303
2021 Q1	$70K	Hold	330	–	–	﹤0.01%	319
2020 Q4	$73K	Hold	330	–	–	﹤0.01%	300
2020 Q3	$83K	Hold	330	–	–	﹤0.01%	271
2020 Q2	$62K	Buy	+330	New	+$55.6K	﹤0.01%	314
2019 Q2	–	Sell	-500	Closed	-$79K	–	252
2019 Q1	$79K	Hold	500	–	–	﹤0.01%	194
2018 Q4	$68K	Buy	+500	New	+$68.8K	﹤0.01%	196
2013 Q4	–	Sell	-9,000	Closed	-$467K	–	247
2013 Q3	$467K	Hold	9,000	–	–	0.05%	134
2013 Q2	$344K	Buy	+9,000	New	+$371K	0.07%	119

Other funds holding CRM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bollard Group's CRM Position: Q2 2026 in Review

Bollard Group increased its Salesforce (CRM) stake by 16% in Q2 2026, buying an estimated $1.23K and bringing the position to 51 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #270.

Bollard Group first reported a position in CRM in Q2 2013 and has held it in 26 quarters since. The position peaked at $467K in Q3 2013. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Bollard Group held 51 shares of Salesforce worth $8K as of Q2 2026.
Bollard Group bought 7 Salesforce shares in Q2 2026, an estimated $1.23K.
Salesforce made up ﹤0.01% of Bollard Group's portfolio in Q2 2026, its #270 holding.
Bollard Group first reported a position in Salesforce in Q2 2013 and has held it in 26 quarters since.
Bollard Group's Salesforce position peaked at $467K in Q3 2013.
2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Bollard Group's 13F filing for Q2 2026, filed 12 Aug 2026.