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 Q3	$204K	Buy	+868	New	+$179K	0.03%	204
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Financial Management Network's CRM Position: Q3 2026 in Review

Financial Management Network opened a new position in Salesforce (CRM) in Q3 2026: 868 shares worth $204K. The stake represents 0.03% of the portfolio and ranks #204 among its holdings. This is a return to the name: Financial Management Network previously reported a position in CRM as recently as Q1 2026.

Financial Management Network first reported a position in CRM in Q1 2024 and has held it in 8 quarters since. The position peaked at $407K in Q3 2025. 1,548 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

Financial Management Network held 868 shares of Salesforce worth $204K as of Q3 2026.
Salesforce was a new Financial Management Network position in Q3 2026.
Salesforce made up 0.03% of Financial Management Network's portfolio in Q3 2026, its #204 holding.
Financial Management Network first reported a position in Salesforce in Q1 2024 and has held it in 8 quarters since.
Financial Management Network's Salesforce position peaked at $407K in Q3 2025.
1,548 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on Financial Management Network's 13F filing for Q3 2026, filed 9 Oct 2026.