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Focus Financial Network’s Salesforce CRM Stock Holding History

Focus 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
Q2 		$456K Buy
2,901
+874
+43% +$154K 0.01% 501
2026
Q1 		$378K Sell
2,027
-1,184
-37% -$245K 0.01% 542
2025
Q4 		$851K Sell
3,211
-891
-22% -$221K 0.03% 337
2025
Q3 		$972K Buy
4,102
+761
+23% +$192K 0.03% 306
2025
Q2 		$911K Buy
3,341
+331
+11% +$88.5K 0.04% 312
2025
Q1 		$808K Sell
3,010
-228
-7% -$70.9K 0.03% 315
2024
Q4 		$1.08M Sell
3,238
-1,028
-24% -$328K 0.04% 268
2024
Q3 		$1.17M Sell
4,266
-597
-12% -$153K 0.05% 256
2024
Q2 		$1.22M Buy
4,863
+306
+7% +$81.9K 0.05% 243
2024
Q1 		$1.24M Sell
4,557
-2,342
-34% -$676K 0.06% 221
2023
Q4 		$1.82M Buy
6,899
+1,966
+40% +$445K 0.07% 226
2023
Q3 		$1M Buy
4,933
+76
+2% +$16.4K 0.06% 236
2023
Q2 		$1.03M Buy
4,857
+1,042
+27% +$213K 0.06% 234
2023
Q1 		$762K Sell
3,815
-75
-2% -$12.7K 0.05% 276
2022
Q4 		$516K Sell
3,890
-796
-17% -$116K 0.04% 283
2022
Q3 		$674K Buy
4,686
+810
+21% +$137K 0.06% 237
2022
Q2 		$640K Buy
3,876
+93
+2% +$16.4K 0.05% 253
2022
Q1 		$803K Buy
3,783
+1,653
+78% +$356K 0.06% 228
2021
Q4 		$541K Buy
2,130
+89
+4% +$25K 0.08% 210
2021
Q3 		$554K Buy
2,041
+50
+3% +$12.7K 0.07% 234
2021
Q2 		$486K Buy
1,991
+23
+1% +$5.3K 0.06% 271
2021
Q1 		$417K Sell
1,968
-1,078
-35% -$240K 0.05% 288
2020
Q4 		$678K Buy
3,046
+1,422
+88% +$346K 0.06% 230
2020
Q3 		$408K Buy
1,624
+226
+16% +$49.5K 0.04% 287
2020
Q2 		$262K Buy
+1,398
New +$236K 0.03% 329
2020
Q1 		– Sell
-1,510
Closed -$246K – 372
2019
Q4 		$246K Buy
1,510
+43
+3% +$6.74K 0.03% 357
2019
Q3 		$218K Buy
1,467
+74
+5% +$11.2K 0.03% 361
2019
Q2 		$211K Buy
1,393
+106
+8% +$16.6K 0.03% 349
2019
Q1 		$204K Buy
+1,287
New +$199K 0.03% 352

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

Focus Financial Network's CRM Position: Q2 2026 in Review

Focus Financial Network increased its Salesforce (CRM) stake by 43% in Q2 2026, buying an estimated $154K and bringing the position to 2,901 shares worth $456K. The position accounts for 0.01% of the portfolio, ranked #501.

Focus Financial Network first reported a position in CRM in Q1 2019 and has held it in 29 quarters since. The position peaked at $1.82M in Q4 2023. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Focus Financial Network held 2,901 shares of Salesforce worth $456K as of Q2 2026.
  • Focus Financial Network bought 874 Salesforce shares in Q2 2026, an estimated $154K.
  • Salesforce made up 0.01% of Focus Financial Network's portfolio in Q2 2026, its #501 holding.
  • Focus Financial Network first reported a position in Salesforce in Q1 2019 and has held it in 29 quarters since.
  • Focus Financial Network's Salesforce position peaked at $1.82M in Q4 2023.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Focus Financial Network's 13F filing for Q2 2026, filed 9 Jul 2026.