First Affirmative Financial Network’s Salesforce CRM Stock Holding History

First Affirmative Financial 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	$1.26M	Buy	+5,499	New	+$1.13M	0.28%	67
2026 Q1	$965K	Buy	+5,169	New	+$1.07M	0.37%	52
2025 Q3	$831K	Buy	3,507 +572	+19%	+$144K	0.39%	47
2025 Q2	$800K	Sell	2,935 -63	-2%	-$16.8K	0.41%	51
2025 Q1	$805K	Buy	2,998 +65	+2%	+$20.2K	0.49%	41
2024 Q4	$980K	Buy	2,933 +134	+5%	+$42.8K	0.57%	35
2024 Q3	$766K	Buy	2,799 +527	+23%	+$135K	0.42%	58
2024 Q2	$584K	Buy	2,272 +412	+22%	+$110K	0.41%	59
2024 Q1	$560K	Buy	1,860 +232	+14%	+$66.9K	0.41%	60
2023 Q4	$429K	Buy	1,628 +372	+30%	+$84.2K	0.34%	84
2023 Q3	$255K	Buy	+1,256	New	+$271K	0.25%	131
2022 Q2	–	Sell	-1,147	Closed	-$243K	–	145
2022 Q1	$243K	Buy	1,147 +149	+15%	+$32.1K	0.23%	130
2021 Q4	$254K	Buy	998 +99	+11%	+$27.8K	0.23%	128
2021 Q3	$244K	Buy	+899	New	+$228K	0.25%	123

Other funds holding CRM

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Fideuram - Intesa Sanpaolo Private Banking Turin $3.5B AUM 45.13% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

First Affirmative Financial Network's CRM Position: Q3 2026 in Review

First Affirmative Financial Network opened a new position in Salesforce (CRM) in Q3 2026: 5,499 shares worth $1.26M. The stake represents 0.28% of the portfolio and ranks #67 among its holdings. This is a return to the name: First Affirmative Financial Network previously reported a position in CRM as recently as Q1 2026.

First Affirmative Financial Network first reported a position in CRM in Q3 2021 and has held it in 14 quarters since. 776 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

First Affirmative Financial Network held 5,499 shares of Salesforce worth $1.26M as of Q3 2026.
Salesforce was a new First Affirmative Financial Network position in Q3 2026.
Salesforce made up 0.28% of First Affirmative Financial Network's portfolio in Q3 2026, its #67 holding.
First Affirmative Financial Network first reported a position in Salesforce in Q3 2021 and has held it in 14 quarters since.
776 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on First Affirmative Financial Network's 13F filing for Q3 2026, filed 21 Oct 2026.