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CRA Financial Services’s Salesforce CRM Stock Holding History

CRA 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
Q2 		– Sell
-1,116
Closed -$208K – 323
2026
Q1 		$208K Sell
1,116
-21
-2% -$4.35K 0.03% 286
2025
Q4 		$301K Sell
1,137
-43
-4% -$10.7K 0.04% 232
2025
Q3 		$280K Sell
1,180
-3
-0.3% -$757 0.04% 239
2025
Q2 		$322K Buy
1,183
+28
+2% +$7.49K 0.05% 213
2025
Q1 		$310K Sell
1,155
-21
-2% -$6.53K 0.05% 209
2024
Q4 		$393K Buy
1,176
+16
+1% +$5.11K 0.07% 167
2024
Q3 		$318K Buy
1,160
+38
+3% +$9.73K 0.06% 190
2024
Q2 		$288K Buy
1,122
+247
+28% +$66.1K 0.06% 187
2024
Q1 		$264K Buy
875
+18
+2% +$5.19K 0.06% 198
2023
Q4 		$226K Buy
+857
New +$194K 0.06% 200
2022
Q1 		– Sell
-907
Closed -$230K – 209
2021
Q4 		$230K Hold
907
– – 0.07% 186
2021
Q3 		$246K Hold
907
– – 0.08% 172
2021
Q2 		$222K Buy
+907
New +$209K 0.08% 169

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

CRA Financial Services's CRM Position: Q2 2026 in Review

CRA Financial Services sold out of Salesforce (CRM) in Q2 2026, closing a stake of 1,116 shares — an estimated $208K sold.

CRA Financial Services first reported a position in CRM in Q2 2021 and held it in 13 quarters. The position peaked at $393K in Q4 2024. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • CRA Financial Services reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
  • CRA Financial Services sold 1,116 Salesforce shares in Q2 2026, an estimated $208K.
  • CRA Financial Services first reported a position in Salesforce in Q2 2021 and held it in 13 quarters.
  • CRA Financial Services's Salesforce position peaked at $393K in Q4 2024.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on CRA Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.