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First Business Financial Services’s Salesforce CRM Stock Holding History

First Business Financial Services’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
Q1 		$991K Buy
5,309
+1,014
+24% +$210K 0.09% 84
2025
Q4 		$1.14M Buy
4,295
+156
+4% +$38.8K 0.1% 75
2025
Q3 		$981K Sell
4,139
-137
-3% -$34.6K 0.09% 84
2025
Q2 		$1.17M Buy
+4,276
New +$1.14M 0.11% 77

Other funds holding CRM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

First Business Financial Services's CRM Position: Q1 2026 in Review

First Business Financial Services increased its Salesforce (CRM) stake by 24% in Q1 2026, buying an estimated $210K and bringing the position to 5,309 shares worth $991K. The position accounts for 0.09% of the portfolio, ranked #84.

First Business Financial Services first reported a position in CRM in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.17M in Q2 2025. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • First Business Financial Services held 5,309 shares of Salesforce worth $991K as of Q1 2026.
  • First Business Financial Services bought 1,014 Salesforce shares in Q1 2026, an estimated $210K.
  • Salesforce made up 0.09% of First Business Financial Services's portfolio in Q1 2026, its #84 holding.
  • First Business Financial Services first reported a position in Salesforce in Q2 2025 and has held it in 4 quarters since.
  • First Business Financial Services's Salesforce position peaked at $1.17M in Q2 2025.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on First Business Financial Services's 13F filing for Q1 2026, filed 1 May 2026.