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Convergence Financial’s Salesforce CRM Stock Holding History

Convergence Financial’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 		$2.21M Buy
14,117
+6,624
+88% +$1.16M 0.18% 84
2026
Q1 		$1.4M Sell
7,493
-61
-0.8% -$12.6K 0.15% 81
2025
Q4 		$2M Buy
7,554
+713
+10% +$177K 0.29% 57
2025
Q3 		$1.62M Buy
6,841
+309
+5% +$77.9K 0.24% 61
2025
Q2 		$1.78M Buy
6,532
+384
+6% +$103K 0.31% 56
2025
Q1 		$1.65M Buy
6,148
+361
+6% +$112K 0.32% 52
2024
Q4 		$1.93M Buy
5,787
+42
+0.7% +$13.4K 0.39% 41
2024
Q3 		$1.57M Buy
5,745
+1,870
+48% +$479K 0.33% 48
2024
Q2 		$996K Buy
+3,875
New +$1.04M 0.26% 55

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

Convergence Financial's CRM Position: Q2 2026 in Review

Convergence Financial increased its Salesforce (CRM) stake by 88% in Q2 2026, buying an estimated $1.16M and bringing the position to 14,117 shares worth $2.21M. The position accounts for 0.18% of the portfolio, ranked #84.

Convergence Financial first reported a position in CRM in Q2 2024 and has held it in 9 quarters since. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Convergence Financial held 14,117 shares of Salesforce worth $2.21M as of Q2 2026.
  • Convergence Financial bought 6,624 Salesforce shares in Q2 2026, an estimated $1.16M.
  • Salesforce made up 0.18% of Convergence Financial's portfolio in Q2 2026, its #84 holding.
  • Convergence Financial first reported a position in Salesforce in Q2 2024 and has held it in 9 quarters since.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

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