BDFN
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Bond & Devick Financial Network’s Salesforce CRM Stock Holding History

Bond & Devick Financial Network’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 		$644K Sell
4,113
-724
-15% -$127K 0.16% 91
2026
Q1 		$903K Sell
4,837
-265
-5% -$54.9K 0.25% 63
2025
Q4 		$1.35M Buy
5,102
+80
+2% +$19.9K 0.38% 39
2025
Q3 		$1.19M Buy
5,022
+655
+15% +$165K 0.36% 42
2025
Q2 		$1.19M Buy
4,367
+235
+6% +$62.8K 0.4% 37
2025
Q1 		$1.11M Buy
4,132
+261
+7% +$81.2K 0.4% 38
2024
Q4 		$1.06M Hold
3,871
– – 0.45% 41
2024
Q3 		$1.06M Hold
3,871
– – 0.45% 41
2024
Q2 		$995K Buy
3,871
+150
+4% +$40.1K 0.53% 35
2024
Q1 		$1.12M Hold
3,721
– – 0.61% 25
2023
Q4 		$979K Sell
3,721
-226
-6% -$51.1K 0.56% 34
2023
Q3 		$800K Hold
3,947
– – 0.51% 38
2023
Q2 		$834K Sell
3,947
-50
-1% -$10.2K 0.52% 36
2023
Q1 		$799K Hold
3,997
– – 0.51% 40
2022
Q4 		$530K Sell
3,997
-632
-14% -$92.2K 0.38% 55
2022
Q3 		$666K Sell
4,629
-465
-9% -$78.8K 0.55% 45
2022
Q2 		$841K Buy
5,094
+106
+2% +$18.7K 0.74% 35
2022
Q1 		$1.06M Sell
4,988
-27
-0.5% -$5.81K 0.85% 26
2021
Q4 		$1.27M Sell
5,015
-100
-2% -$28.1K 0.96% 21
2021
Q3 		$1.39M Hold
5,115
– – 1.15% 17
2021
Q2 		$1.25M Buy
5,115
+75
+1% +$17.3K 1.03% 20
2021
Q1 		$1.07M Buy
5,040
+185
+4% +$41.2K 0.99% 26
2020
Q4 		$1.08M Buy
+4,855
New +$1.18M 1.23% 20

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

Bond & Devick Financial Network's CRM Position: Q2 2026 in Review

Bond & Devick Financial Network reduced its Salesforce (CRM) stake by 15% in Q2 2026, selling an estimated $127K and leaving 4,113 shares worth $644K. The position accounts for 0.16% of the portfolio, ranked #91.

Bond & Devick Financial Network first reported a position in CRM in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.39M in Q3 2021. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Bond & Devick Financial Network held 4,113 shares of Salesforce worth $644K as of Q2 2026.
  • Bond & Devick Financial Network sold 724 Salesforce shares in Q2 2026, an estimated $127K.
  • Salesforce made up 0.16% of Bond & Devick Financial Network's portfolio in Q2 2026, its #91 holding.
  • Bond & Devick Financial Network first reported a position in Salesforce in Q4 2020 and has held it in 23 quarters since.
  • Bond & Devick Financial Network's Salesforce position peaked at $1.39M in Q3 2021.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Bond & Devick Financial Network's 13F filing for Q2 2026, filed 16 Jul 2026.