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Equita Financial Network’s Salesforce CRM Stock Holding History

Equita Financial Network’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 		$350K Sell
2,233
-1,101
-33% -$194K 0.1% 72
2026
Q1 		$622K Buy
+3,334
New +$691K 0.2% 51

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

Equita Financial Network's CRM Position: Q2 2026 in Review

Equita Financial Network reduced its Salesforce (CRM) stake by 33% in Q2 2026, selling an estimated $194K and leaving 2,233 shares worth $350K. The position accounts for 0.1% of the portfolio, ranked #72.

Equita Financial Network first reported a position in CRM in Q1 2026 and has held it in 2 quarters since. The position peaked at $622K in Q1 2026. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Equita Financial Network held 2,233 shares of Salesforce worth $350K as of Q2 2026.
  • Equita Financial Network sold 1,101 Salesforce shares in Q2 2026, an estimated $194K.
  • Salesforce made up 0.1% of Equita Financial Network's portfolio in Q2 2026, its #72 holding.
  • Equita Financial Network first reported a position in Salesforce in Q1 2026 and has held it in 2 quarters since.
  • Equita Financial Network's Salesforce position peaked at $622K in Q1 2026.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Equita Financial Network's 13F filing for Q2 2026, filed 29 Jul 2026.