Fiduciary Financial Group’s Salesforce CRM Stock Holding History

Fiduciary 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	$718K	Buy	4,581 +70	+2%	+$12.3K	0.08%	144
2026 Q1	$842K	Buy	4,511 +1,113	+33%	+$231K	0.11%	119
2025 Q4	$900K	Sell	3,398 -299	-8%	-$74.3K	0.13%	110
2025 Q3	$876K	Sell	3,697 -218	-6%	-$55K	0.14%	102
2025 Q2	$1.06M	Sell	3,915 -400	-9%	-$107K	0.19%	75
2025 Q1	$1.1M	Sell	4,315 -801	-16%	-$249K	0.24%	58
2024 Q4	$1.63M	Buy	5,116 +492	+11%	+$157K	0.35%	45
2024 Q3	$1.35M	Sell	4,624 -2	-0%	-$512	0.31%	50
2024 Q2	$1.18M	Buy	+4,626	New	+$1.24M	0.29%	54

Other funds holding CRM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

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

Fiduciary Financial Group increased its Salesforce (CRM) stake by 1.6% in Q2 2026, buying an estimated $12.3K and bringing the position to 4,581 shares worth $718K. The position accounts for 0.08% of the portfolio, ranked #144.

Fiduciary Financial Group first reported a position in CRM in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.63M in Q4 2024. 1,090 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Fiduciary Financial Group held 4,581 shares of Salesforce worth $718K as of Q2 2026.
Fiduciary Financial Group bought 70 Salesforce shares in Q2 2026, an estimated $12.3K.
Salesforce made up 0.08% of Fiduciary Financial Group's portfolio in Q2 2026, its #144 holding.
Fiduciary Financial Group first reported a position in Salesforce in Q2 2024 and has held it in 9 quarters since.
Fiduciary Financial Group's Salesforce position peaked at $1.63M in Q4 2024.
1,090 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Fiduciary Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.