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Forum Financial Management’s Salesforce CRM Stock Holding History

Forum Financial 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 		$359K Sell
2,289
-247
-10% -$43.4K ﹤0.01% 249
2026
Q1 		$473K Sell
2,536
-5,951
-70% -$1.23M 0.01% 208
2025
Q4 		$2.25M Sell
8,487
-1,054
-11% -$262K 0.03% 132
2025
Q3 		$2.26M Buy
9,541
+381
+4% +$96.1K 0.03% 125
2025
Q2 		$2.5M Sell
9,160
-1,317
-13% -$352K 0.04% 103
2025
Q1 		$2.81M Sell
10,477
-66
-0.6% -$20.5K 0.05% 84
2024
Q4 		$3.52M Buy
10,543
+2,075
+25% +$662K 0.06% 70
2024
Q3 		$2.32M Buy
8,468
+28
+0.3% +$7.17K 0.04% 92
2024
Q2 		$2.17M Buy
8,440
+219
+3% +$58.6K 0.04% 89
2024
Q1 		$2.48M Buy
8,221
+135
+2% +$39K 0.04% 94
2023
Q4 		$2.13M Sell
8,086
-13
-0.2% -$2.94K 0.04% 84
2023
Q3 		$1.64M Buy
8,099
+136
+2% +$29.4K 0.04% 103
2023
Q2 		$1.68M Sell
7,963
-53
-0.7% -$10.8K 0.04% 98
2023
Q1 		$1.6M Buy
8,016
+1,404
+21% +$237K 0.05% 95
2022
Q4 		$877K Buy
6,612
+1,713
+35% +$250K 0.03% 153
2022
Q3 		$705K Sell
4,899
-2,791
-36% -$473K 0.03% 158
2022
Q2 		$1.27M Buy
7,690
+1,389
+22% +$245K 0.06% 101
2022
Q1 		$1.34M Sell
6,301
-1,359
-18% -$292K 0.06% 93
2021
Q4 		$1.95M Buy
+7,660
New +$2.15M 0.1% 63

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 Financial Management's CRM Position: Q2 2026 in Review

Forum Financial Management reduced its Salesforce (CRM) stake by 9.7% in Q2 2026, selling an estimated $43.4K and leaving 2,289 shares worth $359K. The position accounts for ﹤0.01% of the portfolio, ranked #249.

Forum Financial Management first reported a position in CRM in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.52M in Q4 2024. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Forum Financial Management held 2,289 shares of Salesforce worth $359K as of Q2 2026.
  • Forum Financial Management sold 247 Salesforce shares in Q2 2026, an estimated $43.4K.
  • Salesforce made up ﹤0.01% of Forum Financial Management's portfolio in Q2 2026, its #249 holding.
  • Forum Financial Management first reported a position in Salesforce in Q4 2021 and has held it in 19 quarters since.
  • Forum Financial Management's Salesforce position peaked at $3.52M in Q4 2024.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.