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CDC Financial’s Salesforce CRM Stock Holding History

CDC Financial’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 		$313K Sell
2,000
-10,800
-84% -$1.9M 0.13% 46
2026
Q1 		$2.39M Buy
+12,800
New +$2.65M 1.52% 18

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

CDC Financial's CRM Position: Q2 2026 in Review

CDC Financial increased its Salesforce (CRM) stake by 17% in Q2 2026, buying an estimated $176K and bringing the position to 7,000 shares worth $1.1M. The position accounts for 0.46% of the portfolio, ranked #34.

CDC Financial first reported a position in CRM in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.12M in Q1 2026. 2,475 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • CDC Financial held 7,000 shares of Salesforce worth $1.1M as of Q2 2026.
  • CDC Financial bought 1,000 Salesforce shares in Q2 2026, an estimated $176K.
  • Salesforce made up 0.46% of CDC Financial's portfolio in Q2 2026, its #34 holding.
  • CDC Financial first reported a position in Salesforce in Q1 2026 and has held it in 2 quarters since.
  • CDC Financial's Salesforce position peaked at $1.12M in Q1 2026.
  • 2,475 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on CDC Financial's 13F filing for Q2 2026, filed 14 Aug 2026.