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Chapman Financial Group’s Salesforce CRM Stock Holding History

Chapman 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 		$862K Buy
5,501
+757
+16% +$133K 0.57% 53
2026
Q1 		$886K Hold
4,744
– – 0.63% 47
2025
Q4 		$1.26M Sell
4,744
-47
-1% -$11.7K 0.86% 27
2025
Q3 		$1.14M Buy
4,791
+70
+1% +$17.7K 0.78% 33
2025
Q2 		$1.29M Buy
+4,721
New +$1.26M 1.09% 28
2024
Q4 		$1.6M Buy
+4,794
New +$1.53M 1.28% 19

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

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

Chapman Financial Group increased its Salesforce (CRM) stake by 16% in Q2 2026, buying an estimated $133K and bringing the position to 5,501 shares worth $862K. The position accounts for 0.57% of the portfolio, ranked #53.

Chapman Financial Group first reported a position in CRM in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.6M in Q4 2024. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Chapman Financial Group held 5,501 shares of Salesforce worth $862K as of Q2 2026.
  • Chapman Financial Group bought 757 Salesforce shares in Q2 2026, an estimated $133K.
  • Salesforce made up 0.57% of Chapman Financial Group's portfolio in Q2 2026, its #53 holding.
  • Chapman Financial Group first reported a position in Salesforce in Q4 2024 and has held it in 6 quarters since.
  • Chapman Financial Group's Salesforce position peaked at $1.6M in Q4 2024.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Chapman Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.