Commonwealth Financial Services
CRM icon

Commonwealth Financial Services’s Salesforce CRM Stock Holding History

Commonwealth Financial Services’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
Q3 		$207K Buy
+904
New +$186K 0.04% 259

Other funds holding CRM

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

Commonwealth Financial Services's CRM Position: Q3 2026 in Review

Commonwealth Financial Services opened a new position in Salesforce (CRM) in Q3 2026: 904 shares worth $207K. The stake represents 0.04% of the portfolio and ranks #259 among its holdings.

2,342 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

  • Commonwealth Financial Services held 904 shares of Salesforce worth $207K as of Q3 2026.
  • Salesforce was a new Commonwealth Financial Services position in Q3 2026.
  • Salesforce made up 0.04% of Commonwealth Financial Services's portfolio in Q3 2026, its #259 holding.
  • 2,342 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on Commonwealth Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.