Butensky & Cohen Financial Security’s Salesforce CRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.94M Buy
+18,776
New +$3.3M 0.73% 66

Other funds holding CRM

Butensky & Cohen Financial Security's CRM Position: Q2 2026 in Review

Butensky & Cohen Financial Security opened a new position in Salesforce (CRM) in Q2 2026: 18,776 shares worth $2.94M. The stake represents 0.73% of the portfolio and ranks #66 among its holdings.

749 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Butensky & Cohen Financial Security held 18,776 shares of Salesforce worth $2.94M as of Q2 2026.
  • Salesforce was a new Butensky & Cohen Financial Security position in Q2 2026.
  • Salesforce made up 0.73% of Butensky & Cohen Financial Security's portfolio in Q2 2026, its #66 holding.
  • 749 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Butensky & Cohen Financial Security's 13F filing for Q2 2026, filed 10 Jul 2026.