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Carr Financial Group’s Salesforce CRM Stock Holding History

Carr Financial 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 		$487K Sell
3,111
-324
-9% -$57K 0.11% 113
2026
Q1 		$641K Sell
3,435
-32
-0.9% -$6.63K 0.17% 85
2025
Q4 		$918K Sell
3,467
-248
-7% -$61.6K 0.24% 73
2025
Q3 		$881K Sell
3,715
-197
-5% -$49.7K 0.24% 70
2025
Q2 		$1.07M Hold
3,912
– – 0.31% 60
2025
Q1 		$1.05M Sell
3,912
-435
-10% -$135K 0.34% 58
2024
Q4 		$1.45M Sell
4,347
-475
-10% -$152K 0.45% 45
2024
Q3 		$1.32M Sell
4,822
-291
-6% -$74.5K 0.39% 54
2024
Q2 		$1.31M Sell
5,113
-857
-14% -$229K 0.42% 43
2024
Q1 		$1.8M Buy
5,970
+397
+7% +$115K 0.6% 36
2023
Q4 		$1.47M Hold
5,573
– – 0.54% 34
2023
Q3 		$1.16M Buy
5,573
+8
+0.1% +$1.73K 0.46% 40
2023
Q2 		$1.18M Sell
5,565
-525
-9% -$107K 0.47% 39
2023
Q1 		$1.22M Sell
6,090
-57
-0.9% -$9.63K 0.54% 35
2022
Q4 		$815K Buy
+6,147
New +$897K 0.43% 48

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

Carr Financial Group's CRM Position: Q2 2026 in Review

Carr Financial Group reduced its Salesforce (CRM) stake by 9.4% in Q2 2026, selling an estimated $57K and leaving 3,111 shares worth $487K. The position accounts for 0.11% of the portfolio, ranked #113.

Carr Financial Group first reported a position in CRM in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.8M in Q1 2024. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Carr Financial Group held 3,111 shares of Salesforce worth $487K as of Q2 2026.
  • Carr Financial Group sold 324 Salesforce shares in Q2 2026, an estimated $57K.
  • Salesforce made up 0.11% of Carr Financial Group's portfolio in Q2 2026, its #113 holding.
  • Carr Financial Group first reported a position in Salesforce in Q4 2022 and has held it in 15 quarters since.
  • Carr Financial Group's Salesforce position peaked at $1.8M in Q1 2024.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Carr Financial Group's 13F filing for Q2 2026, filed 6 Aug 2026.