CFMC
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Curbstone Financial Management Corp’s Salesforce CRM Stock Holding History

Curbstone Financial Management Corp’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 		$435K Sell
2,776
-1,260
-31% -$222K 0.07% 202
2026
Q1 		$753K Sell
4,036
-10
-0.2% -$2.07K 0.14% 135
2025
Q4 		$1.07M Buy
4,046
+70
+2% +$17.4K 0.21% 100
2025
Q3 		$942K Hold
3,976
– – 0.18% 119
2025
Q2 		$1.08M Buy
3,976
+350
+10% +$93.6K 0.22% 101
2025
Q1 		$973K Hold
3,626
– – 0.21% 110
2024
Q4 		$1.21M Sell
3,626
-50
-1% -$16K 0.26% 96
2024
Q3 		$1.01M Buy
3,676
+10
+0.3% +$2.56K 0.22% 110
2024
Q2 		$943K Hold
3,666
– – 0.2% 108
2024
Q1 		$1.1M Sell
3,666
-50
-1% -$14.4K 0.24% 103
2023
Q4 		$978K Hold
3,716
– – 0.22% 105
2023
Q3 		$754K Sell
3,716
-100
-3% -$21.6K 0.19% 118
2023
Q2 		$806K Buy
3,816
+60
+2% +$12.2K 0.19% 115
2023
Q1 		$750K Hold
3,756
– – 0.18% 120
2022
Q4 		$498K Sell
3,756
-250
-6% -$36.5K 0.12% 156
2022
Q3 		$576K Hold
4,006
– – 0.14% 141
2022
Q2 		$661K Sell
4,006
-1,250
-24% -$221K 0.15% 135
2022
Q1 		$1.12M Hold
5,256
– – 0.21% 110
2021
Q4 		$1.34M Hold
5,256
– – 0.24% 99
2021
Q3 		$1.43M Hold
5,256
– – 0.27% 92
2021
Q2 		$1.28M Hold
5,256
– – 0.24% 103
2021
Q1 		$1.11M Sell
5,256
-86
-2% -$19.1K 0.22% 107
2020
Q4 		$1.19M Hold
5,342
– – 0.25% 95
2020
Q3 		$1.34M Hold
5,342
– – 0.32% 77
2020
Q2 		$1M Buy
+5,342
New +$900K 0.26% 93

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

Curbstone Financial Management Corp's CRM Position: Q2 2026 in Review

Curbstone Financial Management Corp reduced its Salesforce (CRM) stake by 31% in Q2 2026, selling an estimated $222K and leaving 2,776 shares worth $435K. The position accounts for 0.07% of the portfolio, ranked #202.

Curbstone Financial Management Corp first reported a position in CRM in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.43M in Q3 2021. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Curbstone Financial Management Corp held 2,776 shares of Salesforce worth $435K as of Q2 2026.
  • Curbstone Financial Management Corp sold 1,260 Salesforce shares in Q2 2026, an estimated $222K.
  • Salesforce made up 0.07% of Curbstone Financial Management Corp's portfolio in Q2 2026, its #202 holding.
  • Curbstone Financial Management Corp first reported a position in Salesforce in Q2 2020 and has held it in 25 quarters since.
  • Curbstone Financial Management Corp's Salesforce position peaked at $1.43M in Q3 2021.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Curbstone Financial Management Corp's 13F filing for Q2 2026, filed 14 Jul 2026.