Concord Asset Management (Virginia)’s Salesforce CRM Stock Holding History

Concord Asset Management (Virginia)’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	$1M	Sell	6,402 -6,672	-51%	-$1.17M	0.16%	99
2026 Q1	$2.44M	Buy	13,074 +2,580	+25%	+$535K	0.41%	62
2025 Q4	$2.78M	Sell	10,494 -48	-0.5%	-$11.9K	0.48%	56
2025 Q3	$2.5M	Buy	10,542 +1,063	+11%	+$268K	0.45%	56
2025 Q2	$2.58M	Buy	9,479 +1,480	+19%	+$396K	0.39%	64
2025 Q1	$2M	Buy	7,999 +782	+11%	+$243K	0.44%	59
2024 Q4	$2.41M	Buy	7,217 +323	+5%	+$103K	0.53%	51
2024 Q3	$1.89M	Buy	6,894 +1,024	+17%	+$262K	0.43%	59
2024 Q2	$1.51M	Sell	5,870 -96	-2%	-$25.7K	0.37%	60
2024 Q1	$1.8M	Buy	5,966 +1,274	+27%	+$368K	0.47%	53
2023 Q4	$1.23M	Buy	4,692 +3,277	+232%	+$742K	0.36%	63
2023 Q3	$287K	Buy	+1,415	New	+$306K	0.1%	108

Other funds holding CRM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Concord Asset Management (Virginia)'s CRM Position: Q2 2026 in Review

Concord Asset Management (Virginia) reduced its Salesforce (CRM) stake by 51% in Q2 2026, selling an estimated $1.17M and leaving 6,402 shares worth $1M. The position accounts for 0.16% of the portfolio, ranked #99.

Concord Asset Management (Virginia) first reported a position in CRM in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.78M in Q4 2025. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Concord Asset Management (Virginia) held 6,402 shares of Salesforce worth $1M as of Q2 2026.
Concord Asset Management (Virginia) sold 6,672 Salesforce shares in Q2 2026, an estimated $1.17M.
Salesforce made up 0.16% of Concord Asset Management (Virginia)'s portfolio in Q2 2026, its #99 holding.
Concord Asset Management (Virginia) first reported a position in Salesforce in Q3 2023 and has held it in 12 quarters since.
Concord Asset Management (Virginia)'s Salesforce position peaked at $2.78M in Q4 2025.
2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Concord Asset Management (Virginia)'s 13F filing for Q2 2026, filed 27 Jul 2026.