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Folger Nolan Fleming Douglas Capital Management’s Salesforce CRM Stock Holding History

Folger Nolan Fleming Douglas Capital Management’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 		$1.46M Sell
9,324
-987
-10% -$174K 0.12% 81
2026
Q1 		$1.92M Buy
10,311
+40
+0.4% +$8.29K 0.17% 71
2025
Q4 		$2.72M Sell
10,271
-195
-2% -$48.5K 0.28% 60
2025
Q3 		$2.48M Buy
10,466
+1,872
+22% +$472K 0.26% 58
2025
Q2 		$2.34M Buy
8,594
+764
+10% +$204K 0.26% 60
2025
Q1 		$2.1M Buy
7,830
+65
+0.8% +$20.2K 0.24% 62
2024
Q4 		$2.6M Buy
7,765
+3,164
+69% +$1.01M 0.27% 56
2024
Q3 		$1.26M Buy
4,601
+1,729
+60% +$443K 0.12% 78
2024
Q2 		$738K Buy
2,872
+1,385
+93% +$371K 0.08% 97
2024
Q1 		$448K Buy
1,487
+290
+24% +$83.7K 0.05% 119
2023
Q4 		$315K Buy
1,197
+165
+16% +$37.3K 0.03% 135
2023
Q3 		$209K Buy
1,032
+70
+7% +$15.1K 0.02% 156
2023
Q2 		$203K Buy
+962
New +$196K 0.02% 163

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

Folger Nolan Fleming Douglas Capital Management's CRM Position: Q2 2026 in Review

Folger Nolan Fleming Douglas Capital Management reduced its Salesforce (CRM) stake by 9.6% in Q2 2026, selling an estimated $174K and leaving 9,324 shares worth $1.46M. The position accounts for 0.12% of the portfolio, ranked #81.

Folger Nolan Fleming Douglas Capital Management first reported a position in CRM in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.72M in Q4 2025. 2,488 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Folger Nolan Fleming Douglas Capital Management held 9,324 shares of Salesforce worth $1.46M as of Q2 2026.
  • Folger Nolan Fleming Douglas Capital Management sold 987 Salesforce shares in Q2 2026, an estimated $174K.
  • Salesforce made up 0.12% of Folger Nolan Fleming Douglas Capital Management's portfolio in Q2 2026, its #81 holding.
  • Folger Nolan Fleming Douglas Capital Management first reported a position in Salesforce in Q2 2023 and has held it in 13 quarters since.
  • Folger Nolan Fleming Douglas Capital Management's Salesforce position peaked at $2.72M in Q4 2025.
  • 2,488 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Folger Nolan Fleming Douglas Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.