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Family Management’s Salesforce CRM Stock Holding History

Family Management’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 		$256K Buy
+1,632
New +$287K 0.03% 239
2026
Q1 		– Sell
-23,471
Closed -$6.22M – 313
2025
Q4 		$6.22M Sell
23,471
-1,096
-4% -$272K 0.79% 36
2025
Q3 		$5.82M Buy
24,567
+820
+3% +$207K 0.8% 35
2025
Q2 		$6.48M Buy
23,747
+56
+0.2% +$15K 0.97% 26
2025
Q1 		$6.36M Buy
23,691
+2,091
+10% +$650K 1.04% 21
2024
Q4 		$7.22M Buy
21,600
+918
+4% +$293K 1.16% 21
2024
Q3 		$5.66M Buy
20,682
+7,680
+59% +$1.97M 0.93% 24
2024
Q2 		$3.34M Buy
+13,002
New +$3.48M 0.59% 48
2020
Q3 		– Sell
-3,133
Closed -$587K – 134
2020
Q2 		$587K Buy
3,133
+92
+3% +$15.5K 0.24% 80
2020
Q1 		$438K Buy
+3,041
New +$521K 0.22% 80
2016
Q2 		– Sell
-6,525
Closed -$482K – 81
2016
Q1 		$482K Buy
+6,525
New +$449K 0.31% 40
2015
Q1 		– Sell
-10,025
Closed -$595K – 84
2014
Q4 		$595K Buy
+10,025
New +$591K 0.27% 57

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

Family Management's CRM Position: Q2 2026 in Review

Family Management opened a new position in Salesforce (CRM) in Q2 2026: 1,632 shares worth $256K. The stake represents 0.03% of the portfolio and ranks #239 among its holdings. This is a return to the name: Family Management previously reported a position in CRM as recently as Q4 2025.

Family Management first reported a position in CRM in Q4 2014 and has held it in 12 quarters since. The position peaked at $7.22M in Q4 2024. 2,475 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Family Management held 1,632 shares of Salesforce worth $256K as of Q2 2026.
  • Salesforce was a new Family Management position in Q2 2026.
  • Salesforce made up 0.03% of Family Management's portfolio in Q2 2026, its #239 holding.
  • Family Management first reported a position in Salesforce in Q4 2014 and has held it in 12 quarters since.
  • Family Management's Salesforce position peaked at $7.22M in Q4 2024.
  • 2,475 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Family Management's 13F filing for Q2 2026, filed 14 Aug 2026.