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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
Q2 		– Sell
-1,304
Closed -$223K – 212
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
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 Management Network's CRM Position: Q2 2026 in Review

Financial Management Network sold out of Salesforce (CRM) in Q2 2026, closing a stake of 1,304 shares — an estimated $223K sold.

Financial Management Network first reported a position in CRM in Q1 2024 and held it in 7 quarters. The position peaked at $407K in Q3 2025. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Financial Management Network reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
  • Financial Management Network sold 1,304 Salesforce shares in Q2 2026, an estimated $223K.
  • Financial Management Network first reported a position in Salesforce in Q1 2024 and held it in 7 quarters.
  • Financial Management Network's Salesforce position peaked at $407K in Q3 2025.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

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