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Forum Finance Group’s Salesforce CRM Stock Holding History

Forum Finance Group’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 		$236K Sell
1,867
-651
-26% -$114K 0.08% 141
2026
Q1 		$367K Buy
+2,518
New +$522K 0.2% 94

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

Forum Finance Group's CRM Position: Q2 2026 in Review

Forum Finance Group reduced its Salesforce (CRM) stake by 26% in Q2 2026, selling an estimated $114K and leaving 1,867 shares worth $236K. The position accounts for 0.08% of the portfolio, ranked #141.

Forum Finance Group first reported a position in CRM in Q1 2026 and has held it in 2 quarters since. The position peaked at $367K in Q1 2026. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Forum Finance Group held 1,867 shares of Salesforce worth $236K as of Q2 2026.
  • Forum Finance Group sold 651 Salesforce shares in Q2 2026, an estimated $114K.
  • Salesforce made up 0.08% of Forum Finance Group's portfolio in Q2 2026, its #141 holding.
  • Forum Finance Group first reported a position in Salesforce in Q1 2026 and has held it in 2 quarters since.
  • Forum Finance Group's Salesforce position peaked at $367K in Q1 2026.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Forum Finance Group's 13F filing for Q2 2026, filed 14 Aug 2026.