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Brio Consultants’s Salesforce CRM Stock Holding History

Brio Consultants’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 		$457K Buy
2,914
+1,717
+143% +$302K 0.05% 110
2026
Q1 		$224K Sell
1,197
-50
-4% -$10.4K 0.03% 136
2025
Q4 		$330K Buy
1,247
+112
+10% +$27.8K 0.04% 113
2025
Q3 		$269K Buy
1,135
+83
+8% +$20.9K 0.04% 116
2025
Q2 		$287K Buy
1,052
+69
+7% +$18.4K 0.04% 110
2025
Q1 		$264K Sell
983
-1,336
-58% -$416K 0.04% 100
2024
Q4 		$775K Buy
2,319
+170
+8% +$54.3K 0.12% 66
2024
Q3 		$588K Buy
2,149
+141
+7% +$36.1K 0.09% 73
2024
Q2 		$516K Sell
2,008
-324
-14% -$86.7K 0.09% 71
2024
Q1 		$702K Buy
2,332
+348
+18% +$100K 0.12% 65
2023
Q4 		$522K Sell
1,984
-26
-1% -$5.88K 0.09% 71
2023
Q3 		$408K Buy
2,010
+405
+25% +$87.5K 0.08% 69
2023
Q2 		$339K Sell
1,605
-11
-0.7% -$2.25K 0.06% 76
2023
Q1 		$323K Buy
+1,616
New +$273K 0.06% 76

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

Brio Consultants's CRM Position: Q2 2026 in Review

Brio Consultants increased its Salesforce (CRM) stake by 143% in Q2 2026, buying an estimated $302K and bringing the position to 2,914 shares worth $457K. The position accounts for 0.05% of the portfolio, ranked #110.

Brio Consultants first reported a position in CRM in Q1 2023 and has held it in 14 quarters since. The position peaked at $775K in Q4 2024. 2,480 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Brio Consultants held 2,914 shares of Salesforce worth $457K as of Q2 2026.
  • Brio Consultants bought 1,717 Salesforce shares in Q2 2026, an estimated $302K.
  • Salesforce made up 0.05% of Brio Consultants's portfolio in Q2 2026, its #110 holding.
  • Brio Consultants first reported a position in Salesforce in Q1 2023 and has held it in 14 quarters since.
  • Brio Consultants's Salesforce position peaked at $775K in Q4 2024.
  • 2,480 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Brio Consultants's 13F filing for Q2 2026, filed 12 Aug 2026.