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BridgePort Financial Solutions’s Salesforce CRM Stock Holding History

BridgePort Financial Solutions’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 		$211K Sell
1,344
-2,013
-60% -$354K 0.05% 228
2026
Q1 		$627K Buy
+3,357
New +$696K 0.18% 105
2025
Q4 		– Sell
-2,503
Closed -$593K – 245
2025
Q3 		$593K Buy
+2,503
New +$631K 0.16% 115

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

BridgePort Financial Solutions's CRM Position: Q2 2026 in Review

BridgePort Financial Solutions reduced its Salesforce (CRM) stake by 60% in Q2 2026, selling an estimated $354K and leaving 1,344 shares worth $211K. The position accounts for 0.05% of the portfolio, ranked #228.

BridgePort Financial Solutions first reported a position in CRM in Q3 2025 and has held it in 3 quarters since. The position peaked at $627K in Q1 2026. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • BridgePort Financial Solutions held 1,344 shares of Salesforce worth $211K as of Q2 2026.
  • BridgePort Financial Solutions sold 2,013 Salesforce shares in Q2 2026, an estimated $354K.
  • Salesforce made up 0.05% of BridgePort Financial Solutions's portfolio in Q2 2026, its #228 holding.
  • BridgePort Financial Solutions first reported a position in Salesforce in Q3 2025 and has held it in 3 quarters since.
  • BridgePort Financial Solutions's Salesforce position peaked at $627K in Q1 2026.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on BridgePort Financial Solutions's 13F filing for Q2 2026, filed 24 Jul 2026.