Cynosure Group’s Salesforce CRM Stock Holding History

Cynosure Group’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	$259K	Buy	+1,656	New	+$291K	0.04%	169
2024 Q1	–	Sell	-6,192	Closed	-$1.63M	–	326
2023 Q4	$1.63M	Buy	6,192 +665	+12%	+$151K	0.29%	72
2023 Q3	$1.12M	Sell	5,527 -693	-11%	-$150K	0.34%	65
2023 Q2	$1.31M	Buy	+6,220	New	+$1.27M	0.4%	58
2020 Q1	–	Sell	-1,438	Closed	-$234K	–	69
2019 Q4	$234K	Hold	1,438	–	–	0.12%	67
2019 Q3	$213K	Sell	1,438 -508	-26%	-$77.2K	0.12%	68
2019 Q2	$295K	Buy	+1,946	New	+$305K	0.14%	69

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

Cynosure Group's CRM Position: Q2 2026 in Review

Cynosure Group opened a new position in Salesforce (CRM) in Q2 2026: 1,656 shares worth $259K. The stake represents 0.04% of the portfolio and ranks #169 among its holdings. This is a return to the name: Cynosure Group previously reported a position in CRM as recently as Q4 2023.

Cynosure Group first reported a position in CRM in Q2 2019 and has held it in 7 quarters since. The position peaked at $1.63M in Q4 2023. 2,480 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Cynosure Group held 1,656 shares of Salesforce worth $259K as of Q2 2026.
Salesforce was a new Cynosure Group position in Q2 2026.
Salesforce made up 0.04% of Cynosure Group's portfolio in Q2 2026, its #169 holding.
Cynosure Group first reported a position in Salesforce in Q2 2019 and has held it in 7 quarters since.
Cynosure Group's Salesforce position peaked at $1.63M in Q4 2023.
2,480 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Cynosure Group's 13F filing for Q2 2026, filed 5 Aug 2026.