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Financial Partners Group (Kansas)’s Salesforce CRM Stock Holding History

Financial Partners Group (Kansas)’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
-1,226
Closed -$229K – 252
2026
Q1 		$229K Buy
+1,226
New +$254K 0.03% 213
2025
Q4 		– Sell
-1,018
Closed -$241K – 231
2025
Q3 		$241K Sell
1,018
-85
-8% -$21.4K 0.03% 195
2025
Q2 		$301K Sell
1,103
-23
-2% -$6.15K 0.04% 158
2025
Q1 		$302K Buy
1,126
+24
+2% +$7.46K 0.05% 146
2024
Q4 		$368K Sell
1,102
-316
-22% -$101K 0.05% 125
2024
Q3 		$388K Buy
1,418
+132
+10% +$33.8K 0.06% 127
2024
Q2 		$331K Buy
1,286
+10
+0.8% +$2.68K 0.05% 132
2024
Q1 		$384K Buy
1,276
+60
+5% +$17.3K 0.06% 119
2023
Q4 		$320K Buy
1,216
+43
+4% +$9.73K 0.06% 124
2023
Q3 		$246K Buy
1,173
+19
+2% +$4.11K 0.05% 133
2023
Q2 		$248K Sell
1,154
-22
-2% -$4.49K 0.05% 132
2023
Q1 		$235K Hold
1,176
– – 0.05% 143
2022
Q4 		$201K Buy
+1,176
New +$172K 0.04% 159

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 Partners Group (Kansas)'s CRM Position: Q2 2026 in Review

Financial Partners Group (Kansas) sold out of Salesforce (CRM) in Q2 2026, closing a stake of 1,226 shares — an estimated $229K sold.

Financial Partners Group (Kansas) first reported a position in CRM in Q4 2022 and held it in 13 quarters. The position peaked at $388K in Q3 2024. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Financial Partners Group (Kansas) reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
  • Financial Partners Group (Kansas) sold 1,226 Salesforce shares in Q2 2026, an estimated $229K.
  • Financial Partners Group (Kansas) first reported a position in Salesforce in Q4 2022 and held it in 13 quarters.
  • Financial Partners Group (Kansas)'s Salesforce position peaked at $388K in Q3 2024.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Financial Partners Group (Kansas)'s 13F filing for Q2 2026, filed 23 Jul 2026.