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Fielder Capital Group’s Salesforce CRM Stock Holding History

Fielder Capital 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 		– Sell
-1,865
Closed -$348K – 307
2026
Q1 		$348K Buy
1,865
+274
+17% +$56.8K 0.08% 171
2025
Q4 		$421K Buy
1,591
+388
+32% +$96.4K 0.09% 136
2025
Q3 		$285K Sell
1,203
-64
-5% -$16.1K 0.06% 182
2025
Q2 		$345K Sell
1,267
-126
-9% -$33.7K 0.09% 142
2025
Q1 		$374K Buy
1,393
+104
+8% +$32.3K 0.11% 126
2024
Q4 		$431K Buy
1,289
+38
+3% +$12.1K 0.13% 111
2024
Q3 		$342K Buy
1,251
+56
+5% +$14.3K 0.11% 121
2024
Q2 		$307K Buy
1,195
+116
+11% +$31K 0.12% 116
2024
Q1 		$325K Buy
1,079
+10
+0.9% +$2.88K 0.15% 101
2023
Q4 		$281K Buy
+1,069
New +$242K 0.17% 99

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

Fielder Capital Group's CRM Position: Q2 2026 in Review

Fielder Capital Group sold out of Salesforce (CRM) in Q2 2026, closing a stake of 1,865 shares — an estimated $348K sold.

Fielder Capital Group first reported a position in CRM in Q4 2023 and held it in 10 quarters. The position peaked at $431K in Q4 2024. 2,488 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Fielder Capital Group reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
  • Fielder Capital Group sold 1,865 Salesforce shares in Q2 2026, an estimated $348K.
  • Fielder Capital Group first reported a position in Salesforce in Q4 2023 and held it in 10 quarters.
  • Fielder Capital Group's Salesforce position peaked at $431K in Q4 2024.
  • 2,488 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Fielder Capital Group's 13F filing for Q2 2026, filed 6 Aug 2026.