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Embree Financial Group’s Salesforce CRM Stock Holding History

Embree Financial 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 		$392K Sell
2,502
-3,461
-58% -$609K 0.04% 193
2026
Q1 		$1.11M Buy
5,963
+248
+4% +$51.4K 0.13% 108
2025
Q4 		$1.51M Buy
5,715
+326
+6% +$81K 0.19% 90
2025
Q3 		$1.28M Sell
5,389
-473
-8% -$119K 0.17% 91
2025
Q2 		$1.6M Sell
5,862
-181
-3% -$48.4K 0.24% 76
2025
Q1 		$1.62M Buy
6,043
+1,535
+34% +$477K 0.27% 75
2024
Q4 		$1.51M Buy
4,508
+30
+0.7% +$9.57K 0.26% 68
2024
Q3 		$1.23M Buy
4,478
+272
+6% +$69.7K 0.22% 74
2024
Q2 		$1.08M Sell
4,206
-111
-3% -$29.7K 0.21% 76
2024
Q1 		$1.3M Sell
4,317
-421
-9% -$121K 0.26% 71
2023
Q4 		$1.25M Buy
+4,738
New +$1.07M 0.26% 71

Other funds holding CRM

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Embree Financial Group's CRM Position: Q2 2026 in Review

Embree Financial Group reduced its Salesforce (CRM) stake by 58% in Q2 2026, selling an estimated $609K and leaving 2,502 shares worth $392K. The position accounts for 0.04% of the portfolio, ranked #193.

Embree Financial Group first reported a position in CRM in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.62M in Q1 2025. 1,261 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Embree Financial Group held 2,502 shares of Salesforce worth $392K as of Q2 2026.
  • Embree Financial Group sold 3,461 Salesforce shares in Q2 2026, an estimated $609K.
  • Salesforce made up 0.04% of Embree Financial Group's portfolio in Q2 2026, its #193 holding.
  • Embree Financial Group first reported a position in Salesforce in Q4 2023 and has held it in 11 quarters since.
  • Embree Financial Group's Salesforce position peaked at $1.62M in Q1 2025.
  • 1,261 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Embree Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.