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Financial Connections Group’s Salesforce CRM Stock Holding History

Financial Connections 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
Q1 		$22K Buy
121
+55
+83% +$11.4K 0.01% 145
2025
Q4 		$17K Sell
66
-197
-75% -$49K 0.01% 149
2025
Q3 		$62K Sell
263
-200
-43% -$50.4K 0.02% 100
2025
Q2 		$126K Buy
463
+200
+76% +$53.5K 0.05% 74
2025
Q1 		$70K Hold
263
– – 0.03% 85
2024
Q4 		$87K Sell
263
-114
-30% -$36.4K 0.04% 70
2024
Q3 		$103K Sell
377
-39
-9% -$9.99K 0.05% 65
2024
Q2 		$106K Hold
416
– – 0.06% 67
2024
Q1 		$126K Hold
416
– – 0.14% 35
2023
Q4 		$109K Hold
416
– – 0.07% 69
2023
Q3 		$84K Hold
416
– – 0.1% 53
2023
Q2 		$87K Hold
416
– – 0.06% 87
2023
Q1 		$83K Hold
416
– – 0.06% 71
2022
Q4 		$55K Hold
416
– – 0.04% 83
2022
Q3 		$59K Sell
416
-145
-26% -$24.6K 0.05% 68
2022
Q2 		$92K Buy
561
+145
+35% +$25.6K 0.08% 76
2022
Q1 		$88K Hold
416
– – 0.09% 74
2021
Q4 		$105K Buy
+416
New +$117K 0.1% 74

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Financial Connections Group's CRM Position: Q1 2026 in Review

Financial Connections Group increased its Salesforce (CRM) stake by 83% in Q1 2026, buying an estimated $11.4K and bringing the position to 121 shares worth $22K. The position accounts for 0.01% of the portfolio, ranked #145.

Financial Connections Group first reported a position in CRM in Q4 2021 and has held it in 18 quarters since. The position peaked at $126K in Q2 2025. 2,682 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Financial Connections Group held 121 shares of Salesforce worth $22K as of Q1 2026.
  • Financial Connections Group bought 55 Salesforce shares in Q1 2026, an estimated $11.4K.
  • Salesforce made up 0.01% of Financial Connections Group's portfolio in Q1 2026, its #145 holding.
  • Financial Connections Group first reported a position in Salesforce in Q4 2021 and has held it in 18 quarters since.
  • Financial Connections Group's Salesforce position peaked at $126K in Q2 2025.
  • 2,682 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Financial Connections Group's 13F filing for Q1 2026, filed 1 May 2026.