FC
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Financial Consulate’s Salesforce CRM Stock Holding History

Financial Consulate’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 		$18.9K Sell
120
-38
-24% -$6.68K ﹤0.01% 532
2026
Q1 		$29.5K Sell
158
-128
-45% -$26.5K ﹤0.01% 415
2025
Q4 		$75.8K Sell
286
-5
-2% -$1.24K 0.01% 268
2025
Q3 		$68.9K Buy
+291
New +$73.4K 0.01% 280

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 Consulate's CRM Position: Q2 2026 in Review

Financial Consulate reduced its Salesforce (CRM) stake by 24% in Q2 2026, selling an estimated $6.68K and leaving 120 shares worth $18.9K. The position accounts for ﹤0.01% of the portfolio, ranked #532.

Financial Consulate first reported a position in CRM in Q3 2025 and has held it in 4 quarters since. The position peaked at $75.8K in Q4 2025. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Financial Consulate held 120 shares of Salesforce worth $18.9K as of Q2 2026.
  • Financial Consulate sold 38 Salesforce shares in Q2 2026, an estimated $6.68K.
  • Salesforce made up ﹤0.01% of Financial Consulate's portfolio in Q2 2026, its #532 holding.
  • Financial Consulate first reported a position in Salesforce in Q3 2025 and has held it in 4 quarters since.
  • Financial Consulate's Salesforce position peaked at $75.8K in Q4 2025.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.