Community Financial Services Group’s Salesforce CRM Stock Holding History

Community Financial Services 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	$1.47K	Sell	9 -6	-40%	-$1.05K	﹤0.01%	494
2026 Q1	$2.79K	Buy	+15	New	+$3.11K	﹤0.01%	405
2025 Q1	–	Sell	-1,375	Closed	-$460K	–	100
2024 Q4	$460K	Sell	1,375 -9,149	-87%	-$2.92M	0.09%	84
2024 Q3	$2.88M	Sell	10,524 -229	-2%	-$58.7K	0.59%	56
2024 Q2	$2.76M	Buy	10,753 +698	+7%	+$187K	0.6%	54
2024 Q1	$3.03M	Buy	+10,055	New	+$2.9M	0.69%	47
2023 Q3	$413K	Buy	+2,039	New	+$441K	0.1%	103

Other funds holding CRM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

VPI

Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Community Financial Services Group's CRM Position: Q2 2026 in Review

Community Financial Services Group reduced its Salesforce (CRM) stake by 40% in Q2 2026, selling an estimated $1.05K and leaving 9 shares worth $1.47K. The position accounts for ﹤0.01% of the portfolio, ranked #494.

Community Financial Services Group first reported a position in CRM in Q3 2023 and has held it in 7 quarters since. The position peaked at $3.03M in Q1 2024. 529 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Community Financial Services Group held 9 shares of Salesforce worth $1.47K as of Q2 2026.
Community Financial Services Group sold 6 Salesforce shares in Q2 2026, an estimated $1.05K.
Salesforce made up ﹤0.01% of Community Financial Services Group's portfolio in Q2 2026, its #494 holding.
Community Financial Services Group first reported a position in Salesforce in Q3 2023 and has held it in 7 quarters since.
Community Financial Services Group's Salesforce position peaked at $3.03M in Q1 2024.
529 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Community Financial Services Group's 13F filing for Q2 2026, filed 9 Jul 2026.