FAN
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Financial Advisors Network’s Salesforce CRM Stock Holding History

Financial Advisors Network’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
-1,416
Closed -$264K – 213
2026
Q1 		$264K Buy
1,416
+165
+13% +$34.2K 0.04% 166
2025
Q4 		$331K Buy
+1,251
New +$311K 0.05% 147
2025
Q1 		– Sell
-626
Closed -$209K – 187
2024
Q4 		$209K Buy
+626
New +$200K 0.03% 179
2022
Q2 		– Sell
-1,116
Closed -$237K – 122
2022
Q1 		$237K Sell
1,116
-14
-1% -$3.01K 0.06% 112
2021
Q4 		$287K Buy
1,130
+15
+1% +$4.21K 0.06% 119
2021
Q3 		$342K Buy
1,115
+105
+10% +$26.7K 0.08% 116
2021
Q2 		$247K Buy
1,010
+5
+0.5% +$1.15K 0.07% 109
2021
Q1 		$213K Buy
1,005
+49
+5% +$10.9K 0.07% 107
2020
Q4 		$213K Buy
956
+27
+3% +$6.57K 0.07% 111
2020
Q3 		$233K Buy
+929
New +$203K 0.09% 99
2017
Q1 		– Sell
-350
Closed -$27.4K – 165
2016
Q4 		$27.4K Buy
+350
New +$25.4K 0.02% 170

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

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

Financial Advisors Network sold out of Salesforce (CRM) in Q2 2026, closing a stake of 1,416 shares — an estimated $264K sold.

Financial Advisors Network first reported a position in CRM in Q4 2016 and held it in 11 quarters. The position peaked at $342K in Q3 2021. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Financial Advisors Network reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
  • Financial Advisors Network sold 1,416 Salesforce shares in Q2 2026, an estimated $264K.
  • Financial Advisors Network first reported a position in Salesforce in Q4 2016 and held it in 11 quarters.
  • Financial Advisors Network's Salesforce position peaked at $342K in Q3 2021.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

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