Financial Perspectives’s Salesforce CRM Stock Holding History

Financial Perspectives’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	$51.3K	Hold	327	–	–	0.01%	331
2026 Q1	$61.1K	Hold	327	–	–	0.02%	282
2025 Q4	$86.7K	Hold	327	–	–	0.02%	244
2025 Q3	$77.6K	Hold	327	–	–	0.02%	261
2025 Q2	$89.3K	Hold	327	–	–	0.03%	240
2025 Q1	$87.8K	Hold	327	–	–	0.03%	223
2024 Q4	$109K	Buy	327 +104	+47%	+$33.2K	0.04%	203
2024 Q3	$61K	Hold	223	–	–	0.02%	264
2024 Q2	$57.3K	Buy	223 +148	+197%	+$39.6K	0.02%	265
2024 Q1	$22.6K	Sell	75 -2	-3%	-$577	0.01%	366
2023 Q4	$20.3K	Buy	77 +2	+3%	+$453	0.01%	373
2023 Q3	$15.2K	Hold	75	–	–	0.01%	391
2023 Q2	$15.8K	Hold	75	–	–	0.01%	391
2023 Q1	$15K	Hold	75	–	–	0.01%	400
2022 Q4	$9.94K	Hold	75	–	–	0.01%	445
2022 Q3	$10.8K	Hold	75	–	–	0.01%	427
2022 Q2	$12.4K	Hold	75	–	–	0.01%	417
2022 Q1	$15.9K	Buy	75 +5	+7%	+$1.08K	0.01%	402
2021 Q4	$17.8K	Hold	70	–	–	0.01%	371
2021 Q3	$19K	Buy	+70	New	+$17.8K	0.01%	359

Other funds holding CRM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Financial Perspectives's CRM Position: Q2 2026 in Review

Financial Perspectives held its Salesforce (CRM) position steady in Q2 2026 at 327 shares worth $51.3K. The position accounts for 0.01% of the portfolio, ranked #331.

Financial Perspectives first reported a position in CRM in Q3 2021 and has held it in 20 quarters since. The position peaked at $109K in Q4 2024. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Financial Perspectives held 327 shares of Salesforce worth $51.3K as of Q2 2026.
Financial Perspectives left its Salesforce share count unchanged in Q2 2026.
Salesforce made up 0.01% of Financial Perspectives's portfolio in Q2 2026, its #331 holding.
Financial Perspectives first reported a position in Salesforce in Q3 2021 and has held it in 20 quarters since.
Financial Perspectives's Salesforce position peaked at $109K in Q4 2024.
2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.