CFO
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Callan Family Office’s Salesforce CRM Stock Holding History

Callan Family Office’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 		$4.9M Buy
31,272
+3,212
+11% +$565K 0.1% 204
2026
Q1 		$5.24M Sell
28,060
-4,040
-13% -$837K 0.12% 186
2025
Q4 		$8.5M Buy
32,100
+16,671
+108% +$4.14M 0.18% 105
2025
Q3 		$3.66M Sell
15,429
-2,922
-16% -$737K 0.12% 185
2025
Q2 		$5M Buy
18,351
+12,000
+189% +$3.21M 0.16% 149
2025
Q1 		$1.7M Sell
6,351
-139
-2% -$43.2K 0.13% 144
2024
Q4 		$2.17M Buy
+6,490
New +$2.07M 0.14% 136

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 $3.38T AUM 44.17% 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

Callan Family Office's CRM Position: Q2 2026 in Review

Callan Family Office increased its Salesforce (CRM) stake by 11% in Q2 2026, buying an estimated $565K and bringing the position to 31,272 shares worth $4.9M. The position accounts for 0.1% of the portfolio, ranked #204.

Callan Family Office first reported a position in CRM in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.5M in Q4 2025. 2,494 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Callan Family Office held 31,272 shares of Salesforce worth $4.9M as of Q2 2026.
  • Callan Family Office bought 3,212 Salesforce shares in Q2 2026, an estimated $565K.
  • Salesforce made up 0.1% of Callan Family Office's portfolio in Q2 2026, its #204 holding.
  • Callan Family Office first reported a position in Salesforce in Q4 2024 and has held it in 7 quarters since.
  • Callan Family Office's Salesforce position peaked at $8.5M in Q4 2025.
  • 2,494 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.