FFL
CRM icon

Financial Freedom LLC’s Salesforce CRM Stock Holding History

Financial Freedom LLC’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
-64
Closed -$12K – 162
2026
Q1 		$12K Buy
+64
New +$13.3K 0.01% 285
2023
Q1 		– Sell
-105
Closed -$13.9K – 407
2022
Q4 		$13.9K Buy
+105
New +$15.3K 0.01% 238

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 Freedom LLC's CRM Position: Q2 2026 in Review

Financial Freedom LLC sold out of Salesforce (CRM) in Q2 2026, closing a stake of 64 shares — an estimated $12K sold.

Financial Freedom LLC first reported a position in CRM in Q4 2022 and held it in 2 quarters. The position peaked at $13.9K in Q4 2022. 2,483 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Financial Freedom LLC reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
  • Financial Freedom LLC sold 64 Salesforce shares in Q2 2026, an estimated $12K.
  • Financial Freedom LLC first reported a position in Salesforce in Q4 2022 and held it in 2 quarters.
  • Financial Freedom LLC's Salesforce position peaked at $13.9K in Q4 2022.
  • 2,483 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Financial Freedom LLC's 13F filing for Q2 2026, filed 6 Aug 2026.