FPF
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First Pacific Financial’s Salesforce CRM Stock Holding History

First Pacific Financial’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 		$777K Sell
4,960
-260
-5% -$45.7K 0.09% 100
2026
Q1 		$974K Sell
5,220
-930
-15% -$193K 0.13% 84
2025
Q4 		$1.63M Sell
6,150
-94
-2% -$23.4K 0.21% 57
2025
Q3 		$1.48M Sell
6,244
-707
-10% -$178K 0.21% 60
2025
Q2 		$1.9M Buy
6,951
+999
+17% +$267K 0.28% 51
2025
Q1 		$1.6M Sell
5,952
-797
-12% -$248K 0.32% 32
2024
Q4 		$2.26M Buy
6,749
+77
+1% +$24.6K 0.53% 27
2024
Q3 		$1.83M Buy
6,672
+108
+2% +$27.7K 0.43% 27
2024
Q2 		$1.69M Buy
6,564
+184
+3% +$49.2K 0.43% 25
2024
Q1 		$1.92M Sell
6,380
-1,082
-15% -$312K 0.54% 24
2023
Q4 		$1.96M Buy
7,462
+1,420
+24% +$321K 0.6% 24
2023
Q3 		$1.23M Sell
6,042
-111
-2% -$24K 0.55% 22
2023
Q2 		$1.3M Sell
6,153
-95
-2% -$19.4K 0.55% 21
2023
Q1 		$1.25M Sell
6,248
-199
-3% -$33.6K 0.58% 21
2022
Q4 		$855K Buy
6,447
+449
+7% +$65.5K 0.42% 57
2022
Q3 		$863K Buy
5,998
+384
+7% +$65.1K 0.5% 39
2022
Q2 		$926K Buy
5,614
+2,215
+65% +$391K 0.43% 34
2022
Q1 		$722K Buy
3,399
+192
+6% +$41.3K 0.37% 60
2021
Q4 		$815K Buy
3,207
+86
+3% +$24.2K 0.39% 55
2021
Q3 		$846K Buy
3,121
+154
+5% +$39.1K 0.45% 43
2021
Q2 		$725K Buy
2,967
+356
+14% +$82K 0.4% 52
2021
Q1 		$553K Buy
2,611
+589
+29% +$131K 0.35% 62
2020
Q4 		$450K Buy
+2,022
New +$492K 0.27% 64

Other funds holding CRM

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

First Pacific Financial's CRM Position: Q2 2026 in Review

First Pacific Financial reduced its Salesforce (CRM) stake by 5% in Q2 2026, selling an estimated $45.7K and leaving 4,960 shares worth $777K. The position accounts for 0.09% of the portfolio, ranked #100.

First Pacific Financial first reported a position in CRM in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.26M in Q4 2024. 896 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • First Pacific Financial held 4,960 shares of Salesforce worth $777K as of Q2 2026.
  • First Pacific Financial sold 260 Salesforce shares in Q2 2026, an estimated $45.7K.
  • Salesforce made up 0.09% of First Pacific Financial's portfolio in Q2 2026, its #100 holding.
  • First Pacific Financial first reported a position in Salesforce in Q4 2020 and has held it in 23 quarters since.
  • First Pacific Financial's Salesforce position peaked at $2.26M in Q4 2024.
  • 896 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on First Pacific Financial's 13F filing for Q2 2026, filed 20 Jul 2026.