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Brookwood Investment Group’s Salesforce CRM Stock Holding History

Brookwood Investment 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 		$398K Buy
2,543
+1,065
+72% +$187K 0.04% 349
2026
Q1 		$276K Sell
1,478
-629
-30% -$130K 0.03% 415
2025
Q4 		$558K Sell
2,107
-2,213
-51% -$550K 0.07% 267
2025
Q3 		$1.02M Buy
4,320
+1,243
+40% +$313K 0.13% 142
2025
Q2 		$839K Buy
3,077
+1,075
+54% +$287K 0.14% 157
2025
Q1 		$537K Buy
+2,002
New +$623K 0.09% 213

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

Brookwood Investment Group's CRM Position: Q2 2026 in Review

Brookwood Investment Group increased its Salesforce (CRM) stake by 72% in Q2 2026, buying an estimated $187K and bringing the position to 2,543 shares worth $398K. The position accounts for 0.04% of the portfolio, ranked #349.

Brookwood Investment Group first reported a position in CRM in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.02M in Q3 2025. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Brookwood Investment Group held 2,543 shares of Salesforce worth $398K as of Q2 2026.
  • Brookwood Investment Group bought 1,065 Salesforce shares in Q2 2026, an estimated $187K.
  • Salesforce made up 0.04% of Brookwood Investment Group's portfolio in Q2 2026, its #349 holding.
  • Brookwood Investment Group first reported a position in Salesforce in Q1 2025 and has held it in 6 quarters since.
  • Brookwood Investment Group's Salesforce position peaked at $1.02M in Q3 2025.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.