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Fi3 Financial Advisors’s Salesforce CRM Stock Holding History

Fi3 Financial Advisors’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 		$294K Sell
721
-1,042
-59% -$183K 0.07% 163
2026
Q1 		$329K Sell
1,763
-109
-6% -$22.6K 0.1% 127
2025
Q4 		$497K Buy
1,872
+241
+15% +$59.9K 0.15% 73
2025
Q3 		$387K Sell
1,631
-151
-8% -$38.1K 0.13% 76
2025
Q2 		$487K Sell
1,782
-187
-9% -$50K 0.18% 53
2025
Q1 		$528K Sell
1,969
-79
-4% -$24.6K 0.21% 47
2024
Q4 		$686K Buy
2,048
+102
+5% +$32.6K 0.26% 41
2024
Q3 		$533K Buy
1,946
+752
+63% +$193K 0.21% 43
2024
Q2 		$307K Sell
1,194
-396
-25% -$106K 0.14% 54
2024
Q1 		$435K Sell
1,590
-38
-2% -$11K 0.2% 41
2023
Q4 		$428K Sell
1,628
-152
-9% -$34.4K 0.2% 45
2023
Q3 		$361K Buy
1,780
+381
+27% +$82.3K 0.19% 49
2023
Q2 		$296K Buy
1,399
+10
+0.7% +$2.04K 0.15% 51
2023
Q1 		$277K Buy
+1,389
New +$235K 0.15% 56
2022
Q2 		– Sell
-1,086
Closed -$231K – 51
2022
Q1 		$231K Buy
1,086
+124
+13% +$26.7K 0.18% 42
2021
Q4 		$244K Buy
+962
New +$270K 0.16% 42

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

Fi3 Financial Advisors's CRM Position: Q2 2026 in Review

Fi3 Financial Advisors reduced its Salesforce (CRM) stake by 59% in Q2 2026, selling an estimated $183K and leaving 721 shares worth $294K. The position accounts for 0.07% of the portfolio, ranked #163.

Fi3 Financial Advisors first reported a position in CRM in Q4 2021 and has held it in 16 quarters since. The position peaked at $686K in Q4 2024. 2,487 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Fi3 Financial Advisors held 721 shares of Salesforce worth $294K as of Q2 2026.
  • Fi3 Financial Advisors sold 1,042 Salesforce shares in Q2 2026, an estimated $183K.
  • Salesforce made up 0.07% of Fi3 Financial Advisors's portfolio in Q2 2026, its #163 holding.
  • Fi3 Financial Advisors first reported a position in Salesforce in Q4 2021 and has held it in 16 quarters since.
  • Fi3 Financial Advisors's Salesforce position peaked at $686K in Q4 2024.
  • 2,487 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Fi3 Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.