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Brian Low Financial Group’s Salesforce CRM Stock Holding History

Brian Low 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
Q1 		$882K Buy
4,727
+3,420
+262% +$709K 0.6% 58
2025
Q4 		$346K Sell
1,307
-2,727
-68% -$678K 0.25% 83
2025
Q3 		$956K Sell
4,034
-344
-8% -$86.8K 0.74% 47
2025
Q2 		$1.19M Buy
+4,378
New +$1.17M 1.12% 18

Other funds holding CRM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Brian Low Financial Group's CRM Position: Q1 2026 in Review

Brian Low Financial Group increased its Salesforce (CRM) stake by 262% in Q1 2026, buying an estimated $709K and bringing the position to 4,727 shares worth $882K. The position accounts for 0.6% of the portfolio, ranked #58.

Brian Low Financial Group first reported a position in CRM in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.19M in Q2 2025. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Brian Low Financial Group held 4,727 shares of Salesforce worth $882K as of Q1 2026.
  • Brian Low Financial Group bought 3,420 Salesforce shares in Q1 2026, an estimated $709K.
  • Salesforce made up 0.6% of Brian Low Financial Group's portfolio in Q1 2026, its #58 holding.
  • Brian Low Financial Group first reported a position in Salesforce in Q2 2025 and has held it in 4 quarters since.
  • Brian Low Financial Group's Salesforce position peaked at $1.19M in Q2 2025.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Brian Low Financial Group's 13F filing for Q1 2026, filed 20 Apr 2026.