FEG
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Financial Enhancement Group’s Salesforce CRM Stock Holding History

Financial Enhancement 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 		$313K Hold
2,000
– – 0.04% 121
2026
Q1 		$364K Buy
+2,000
New +$414K 0.05% 116

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 Enhancement Group's CRM Position: Q2 2026 in Review

Financial Enhancement Group increased its Salesforce (CRM) stake by 1.8% in Q2 2026, buying an estimated $6.51K and bringing the position to 2,085 shares worth $327K. The position accounts for 0.04% of the portfolio, ranked #119.

Financial Enhancement Group first reported a position in CRM in Q1 2020 and has held it in 17 quarters since. The position peaked at $6.9M in Q1 2024. 2,475 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Financial Enhancement Group held 2,085 shares of Salesforce worth $327K as of Q2 2026.
  • Financial Enhancement Group bought 37 Salesforce shares in Q2 2026, an estimated $6.51K.
  • Salesforce made up 0.04% of Financial Enhancement Group's portfolio in Q2 2026, its #119 holding.
  • Financial Enhancement Group first reported a position in Salesforce in Q1 2020 and has held it in 17 quarters since.
  • Financial Enhancement Group's Salesforce position peaked at $6.9M in Q1 2024.
  • 2,475 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Financial Enhancement Group's 13F filing for Q2 2026, filed 7 Jul 2026.