Financial Management Network’s Salesforce CRM Stock Holding History

Financial Management Network’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	$223K	Sell	1,304 -230	-15%	-$47.7K	0.03%	184
2025 Q4	$389K	Sell	1,534 -120	-7%	-$29.8K	0.06%	133
2025 Q3	$407K	Buy	1,654 +420	+34%	+$106K	0.07%	130
2025 Q2	$336K	Buy	+1,234	New	+$330K	0.06%	136
2025 Q1	–	Sell	-723	Closed	-$241K	–	154
2024 Q4	$241K	Sell	723 -4	-0.6%	-$1.28K	0.05%	146
2024 Q3	$209K	Buy	+727	New	+$186K	0.04%	160
2024 Q2	–	Sell	-725	Closed	-$213K	–	155
2024 Q1	$213K	Buy	+725	New	+$209K	0.05%	149

Other funds holding CRM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Financial Management Network's CRM Position: Q1 2026 in Review

Financial Management Network reduced its Salesforce (CRM) stake by 15% in Q1 2026, selling an estimated $47.7K and leaving 1,304 shares worth $223K. The position accounts for 0.03% of the portfolio, ranked #184.

Financial Management Network first reported a position in CRM in Q1 2024 and has held it in 7 quarters since. The position peaked at $407K in Q3 2025. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Financial Management Network held 1,304 shares of Salesforce worth $223K as of Q1 2026.
Financial Management Network sold 230 Salesforce shares in Q1 2026, an estimated $47.7K.
Salesforce made up 0.03% of Financial Management Network's portfolio in Q1 2026, its #184 holding.
Financial Management Network first reported a position in Salesforce in Q1 2024 and has held it in 7 quarters since.
Financial Management Network's Salesforce position peaked at $407K in Q3 2025.
2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Financial Management Network's 13F filing for Q1 2026, filed 17 Apr 2026.