CFM
CRM icon

Cornerstone Financial Management’s Salesforce CRM Stock Holding History

Cornerstone Financial Management’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 		$21.6K Buy
138
+52
+60% +$9.14K 0.02% 254
2026
Q1 		$16.1K Buy
86
+8
+10% +$1.66K 0.01% 233
2025
Q4 		$20.7K Buy
+78
New +$19.4K 0.02% 184

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

Cornerstone Financial Management's CRM Position: Q2 2026 in Review

Cornerstone Financial Management increased its Salesforce (CRM) stake by 60% in Q2 2026, buying an estimated $9.14K and bringing the position to 138 shares worth $21.6K. The position accounts for 0.02% of the portfolio, ranked #254.

Cornerstone Financial Management first reported a position in CRM in Q4 2025 and has held it in 3 quarters since. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Cornerstone Financial Management held 138 shares of Salesforce worth $21.6K as of Q2 2026.
  • Cornerstone Financial Management bought 52 Salesforce shares in Q2 2026, an estimated $9.14K.
  • Salesforce made up 0.02% of Cornerstone Financial Management's portfolio in Q2 2026, its #254 holding.
  • Cornerstone Financial Management first reported a position in Salesforce in Q4 2025 and has held it in 3 quarters since.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Cornerstone Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.