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COMPASS FINANCIAL MANAGEMENT LLC’s Salesforce CRM Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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 		$23.4K Buy
+127
New +$22.3K ﹤0.01% 861

Other funds holding CRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's CRM Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Salesforce (CRM) in Q2 2026: 127 shares worth $23.4K. The stake represents ﹤0.01% of the portfolio and ranks #861 among its holdings.

2,048 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 127 shares of Salesforce worth $23.4K as of Q2 2026.
  • Salesforce was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • Salesforce made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #861 holding.
  • 2,048 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.