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Financial Gravity Companies’s Salesforce CRM Stock Holding History

Financial Gravity Companies’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 		$2.06M Buy
+13,170
New +$2.32M 0.33% 62
2025
Q2 		$2.46M Buy
+9,015
New +$2.41M 0.48% 52
2024
Q4 		$2.56M Buy
7,668
+125
+2% +$39.9K 0.59% 42
2024
Q3 		$2.06M Buy
+7,543
New +$1.93M 0.55% 44
2018
Q4 		$2K Buy
+10
New +$1.38K ﹤0.01% 900
2018
Q1 		$1K Buy
10
+1
+11% +$115 ﹤0.01% 1097
2017
Q4 		$1K Buy
+9
New +$917 ﹤0.01% 1074

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 Gravity Companies's CRM Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in Salesforce (CRM) in Q2 2026: 13,170 shares worth $2.06M. The stake represents 0.33% of the portfolio and ranks #62 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in CRM as recently as Q2 2025.

Financial Gravity Companies first reported a position in CRM in Q4 2017 and has held it in 7 quarters since. The position peaked at $2.56M in Q4 2024. 2,480 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Financial Gravity Companies held 13,170 shares of Salesforce worth $2.06M as of Q2 2026.
  • Salesforce was a new Financial Gravity Companies position in Q2 2026.
  • Salesforce made up 0.33% of Financial Gravity Companies's portfolio in Q2 2026, its #62 holding.
  • Financial Gravity Companies first reported a position in Salesforce in Q4 2017 and has held it in 7 quarters since.
  • Financial Gravity Companies's Salesforce position peaked at $2.56M in Q4 2024.
  • 2,480 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.