FG
CRM icon

Fiduciary Group’s Salesforce CRM Stock Holding History

Fiduciary 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 		$703K Sell
4,486
-318
-7% -$55.9K 0.06% 188
2026
Q1 		$897K Sell
4,804
-906
-16% -$188K 0.08% 165
2025
Q4 		$1.51M Sell
5,710
-175
-3% -$43.5K 0.13% 127
2025
Q3 		$1.39M Sell
5,885
-26
-0.4% -$6.56K 0.12% 136
2025
Q2 		$1.61M Sell
5,911
-12
-0.2% -$3.21K 0.15% 124
2025
Q1 		$1.59M Sell
5,923
-214
-3% -$66.6K 0.16% 118
2024
Q4 		$2.05M Sell
6,137
-657
-10% -$210K 0.21% 99
2024
Q3 		$1.86M Sell
6,794
-1,640
-19% -$420K 0.19% 102
2024
Q2 		$2.17M Sell
8,434
-90
-1% -$24.1K 0.23% 88
2024
Q1 		$2.57M Sell
8,524
-173
-2% -$49.9K 0.28% 82
2023
Q4 		$2.29M Sell
8,697
-4,068
-32% -$921K 0.27% 84
2023
Q3 		$2.59M Sell
12,765
-607
-5% -$131K 0.33% 73
2023
Q2 		$2.82M Sell
13,372
-407
-3% -$83.1K 0.35% 72
2023
Q1 		$2.75M Sell
13,779
-683
-5% -$115K 0.36% 71
2022
Q4 		$1.92M Sell
14,462
-13,857
-49% -$2.02M 0.26% 85
2022
Q3 		$4.43M Sell
28,319
-1,766
-6% -$299K 0.57% 51
2022
Q2 		$5.62M Sell
30,085
-2,918
-9% -$516K 0.7% 41
2022
Q1 		$5.32M Sell
33,003
-260
-0.8% -$56K 0.7% 40
2021
Q4 		$8.45M Buy
33,263
+1,876
+6% +$527K 0.94% 34
2021
Q3 		$9.26M Buy
31,387
+515
+2% +$131K 1.05% 30
2021
Q2 		$7.54M Buy
30,872
+1,191
+4% +$274K 0.87% 38
2021
Q1 		$6.84M Buy
29,681
+5,161
+21% +$1.15M 0.83% 38
2020
Q4 		$5.92M Buy
24,520
+6,603
+37% +$1.61M 0.78% 40
2020
Q3 		$4.5M Buy
17,917
+1,152
+7% +$252K 0.68% 42
2020
Q2 		$3.14M Buy
+16,765
New +$2.82M 0.52% 44

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

Fiduciary Group's CRM Position: Q2 2026 in Review

Fiduciary Group reduced its Salesforce (CRM) stake by 6.6% in Q2 2026, selling an estimated $55.9K and leaving 4,486 shares worth $703K. The position accounts for 0.06% of the portfolio, ranked #188.

Fiduciary Group first reported a position in CRM in Q2 2020 and has held it in 25 quarters since. The position peaked at $9.26M in Q3 2021. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Fiduciary Group held 4,486 shares of Salesforce worth $703K as of Q2 2026.
  • Fiduciary Group sold 318 Salesforce shares in Q2 2026, an estimated $55.9K.
  • Salesforce made up 0.06% of Fiduciary Group's portfolio in Q2 2026, its #188 holding.
  • Fiduciary Group first reported a position in Salesforce in Q2 2020 and has held it in 25 quarters since.
  • Fiduciary Group's Salesforce position peaked at $9.26M in Q3 2021.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

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