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Ethos Financial Group’s Salesforce CRM Stock Holding History

Ethos 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 		– Sell
-1,272
Closed -$237K – 649
2026
Q1 		$237K Sell
1,272
-159
-11% -$32.9K 0.02% 454
2025
Q4 		$380K Sell
1,431
-44
-3% -$10.9K 0.03% 341
2025
Q3 		$350K Sell
1,475
-457
-24% -$115K 0.03% 335
2025
Q2 		$527K Buy
1,932
+1,225
+173% +$328K 0.05% 253
2025
Q1 		$237K Hold
707
– – 0.02% 359
2024
Q4 		$237K Buy
+707
New +$226K 0.03% 259
2024
Q2 		– Sell
-761
Closed -$230K – 297
2024
Q1 		$230K Sell
761
-66
-8% -$19K 0.04% 241
2023
Q4 		$218K Buy
+827
New +$187K 0.05% 237
2023
Q1 		– Sell
-1,808
Closed -$240K – 193
2022
Q4 		$240K Buy
+1,808
New +$264K 0.08% 119

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

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

Ethos Financial Group sold out of Salesforce (CRM) in Q2 2026, closing a stake of 1,272 shares — an estimated $237K sold.

Ethos Financial Group first reported a position in CRM in Q4 2022 and held it in 9 quarters. The position peaked at $527K in Q2 2025. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Ethos Financial Group reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
  • Ethos Financial Group sold 1,272 Salesforce shares in Q2 2026, an estimated $237K.
  • Ethos Financial Group first reported a position in Salesforce in Q4 2022 and held it in 9 quarters.
  • Ethos Financial Group's Salesforce position peaked at $527K in Q2 2025.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.