Fiduciary Family Office’s Salesforce CRM Stock Holding History

Fiduciary Family Office’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	$651K	Buy	4,153 +1,962	+90%	+$345K	0.16%	99
2026 Q1	$409K	Sell	2,191 -286	-12%	-$59.3K	0.12%	121
2025 Q4	$656K	Buy	2,477 +6	+0.2%	+$1.49K	0.19%	93
2025 Q3	$586K	Sell	2,471 -799	-24%	-$202K	0.17%	113
2025 Q2	$892K	Sell	3,270 -2,020	-38%	-$540K	0.29%	70
2025 Q1	$1.42M	Buy	+5,290	New	+$1.65M	0.47%	41
2024 Q4	–	Sell	-4,630	Closed	-$1.27M	–	121
2024 Q3	$1.27M	Sell	4,630 -384	-8%	-$98.4K	0.42%	49
2024 Q2	$1.29M	Sell	5,014 -406	-7%	-$109K	0.51%	46
2024 Q1	$1.63M	Buy	5,420 +540	+11%	+$156K	0.64%	36
2023 Q4	$1.28M	Buy	+4,880	New	+$1.1M	0.56%	34

Other funds holding CRM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fiduciary Family Office's CRM Position: Q2 2026 in Review

Fiduciary Family Office increased its Salesforce (CRM) stake by 90% in Q2 2026, buying an estimated $345K and bringing the position to 4,153 shares worth $651K. The position accounts for 0.16% of the portfolio, ranked #99.

Fiduciary Family Office first reported a position in CRM in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.63M in Q1 2024. 2,483 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Fiduciary Family Office held 4,153 shares of Salesforce worth $651K as of Q2 2026.
Fiduciary Family Office bought 1,962 Salesforce shares in Q2 2026, an estimated $345K.
Salesforce made up 0.16% of Fiduciary Family Office's portfolio in Q2 2026, its #99 holding.
Fiduciary Family Office first reported a position in Salesforce in Q4 2023 and has held it in 10 quarters since.
Fiduciary Family Office's Salesforce position peaked at $1.63M in Q1 2024.
2,483 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Fiduciary Family Office's 13F filing for Q2 2026, filed 5 Aug 2026.