FMP
CRM icon

Financial Management Professionals’s Salesforce CRM Stock Holding History

Financial Management Professionals’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 		$77.2K Buy
491
+101
+26% +$17.8K 0.01% 246
2026
Q1 		$72.9K Sell
390
-103
-21% -$21.3K 0.01% 227
2025
Q4 		$131K Buy
493
+96
+24% +$23.9K 0.01% 182
2025
Q3 		$94.4K Sell
397
-14
-3% -$3.53K 0.01% 208
2025
Q2 		$112K Sell
411
-29
-7% -$7.75K 0.01% 183
2025
Q1 		$118K Buy
440
+34
+8% +$10.6K 0.02% 171
2024
Q4 		$136K Buy
406
+8
+2% +$2.55K 0.02% 169
2024
Q3 		$109K Buy
398
+14
+4% +$3.59K 0.01% 187
2024
Q2 		$99K Sell
384
-401
-51% -$107K 0.01% 192
2024
Q1 		$237K Sell
785
-25
-3% -$7.21K 0.03% 136
2023
Q4 		$213K Buy
810
+15
+2% +$3.4K 0.03% 127
2023
Q3 		$161K Buy
795
+161
+25% +$34.8K 0.03% 136
2023
Q2 		$134K Sell
634
-88
-12% -$18K 0.02% 149
2023
Q1 		$144K Buy
722
+508
+237% +$85.8K 0.03% 155
2022
Q4 		$28K Buy
214
+168
+365% +$24.5K 0.01% 308
2022
Q3 		$7K Sell
46
-139
-75% -$23.6K ﹤0.01% 538
2022
Q2 		$31K Buy
185
+60
+48% +$10.6K 0.01% 292
2022
Q1 		$27K Buy
125
+22
+21% +$4.74K 0.01% 301
2021
Q4 		$26K Buy
103
+2
+2% +$562 0.01% 296
2021
Q3 		$27K Buy
101
+2
+2% +$508 0.01% 292
2021
Q2 		$24K Buy
99
+8
+9% +$1.84K 0.01% 273
2021
Q1 		$19K Buy
91
+27
+42% +$6.01K 0.01% 276
2020
Q4 		$14K Hold
64
– – ﹤0.01% 295
2020
Q3 		$16K Hold
64
– – 0.01% 278
2020
Q2 		$12K Buy
+64
New +$10.8K ﹤0.01% 288
2018
Q4 		– Sell
-66
Closed -$10K – 280
2018
Q3 		$10K Buy
+66
New +$9.79K ﹤0.01% 164

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 Professionals's CRM Position: Q2 2026 in Review

Financial Management Professionals increased its Salesforce (CRM) stake by 26% in Q2 2026, buying an estimated $17.8K and bringing the position to 491 shares worth $77.2K. The position accounts for 0.01% of the portfolio, ranked #246.

Financial Management Professionals first reported a position in CRM in Q3 2018 and has held it in 26 quarters since. The position peaked at $237K in Q1 2024. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Financial Management Professionals held 491 shares of Salesforce worth $77.2K as of Q2 2026.
  • Financial Management Professionals bought 101 Salesforce shares in Q2 2026, an estimated $17.8K.
  • Salesforce made up 0.01% of Financial Management Professionals's portfolio in Q2 2026, its #246 holding.
  • Financial Management Professionals first reported a position in Salesforce in Q3 2018 and has held it in 26 quarters since.
  • Financial Management Professionals's Salesforce position peaked at $237K in Q1 2024.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.