Founders Capital Management (Texas)’s Salesforce CRM Stock Holding History

Founders Capital Management (Texas)’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	$39K	Buy	249 +13	+6%	+$2.29K	0.02%	181
2026 Q1	$44.1K	Hold	236	–	–	0.02%	151
2025 Q4	$62.5K	Buy	+236	New	+$58.6K	0.03%	121
2023 Q1	–	Sell	-300	Closed	-$40K	–	389
2022 Q4	$40K	Hold	300	–	–	0.03%	145
2022 Q3	$43K	Hold	300	–	–	0.04%	136
2022 Q2	$50K	Hold	300	–	–	0.04%	121
2022 Q1	$76K	Hold	300	–	–	0.05%	100
2021 Q4	$76K	Hold	300	–	–	0.05%	100
2021 Q3	$81K	Hold	300	–	–	0.06%	95
2021 Q2	$73K	Hold	300	–	–	0.05%	99
2021 Q1	$64K	Hold	300	–	–	0.05%	97
2020 Q4	$67K	Buy	+300	New	+$73K	0.05%	91
2020 Q1	$36K	Hold	250	–	–	0.04%	112
2019 Q4	$41K	Hold	250	–	–	0.03%	121
2019 Q3	$37K	Hold	250	–	–	0.03%	131
2019 Q2	$38K	Hold	250	–	–	0.03%	134
2019 Q1	$40K	Hold	250	–	–	0.04%	124
2018 Q4	$34K	Buy	250 +50	+25%	+$6.88K	0.04%	132
2018 Q3	$32K	Hold	200	–	–	0.03%	142
2018 Q2	$27K	Hold	200	–	–	0.02%	156
2018 Q1	$23K	Hold	200	–	–	0.02%	197
2017 Q4	$20K	Hold	200	–	–	0.02%	213
2017 Q3	$19K	Hold	200	–	–	0.02%	210
2017 Q2	$17K	Hold	200	–	–	0.02%	220
2017 Q1	$16K	Buy	+200	New	+$16K	0.01%	237

Other funds holding CRM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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

FISPB

Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Founders Capital Management (Texas)'s CRM Position: Q2 2026 in Review

Founders Capital Management (Texas) increased its Salesforce (CRM) stake by 5.5% in Q2 2026, buying an estimated $2.29K and bringing the position to 249 shares worth $39K. The position accounts for 0.02% of the portfolio, ranked #181.

Founders Capital Management (Texas) first reported a position in CRM in Q1 2017 and has held it in 25 quarters since. The position peaked at $81K in Q3 2021. 749 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Founders Capital Management (Texas) held 249 shares of Salesforce worth $39K as of Q2 2026.
Founders Capital Management (Texas) bought 13 Salesforce shares in Q2 2026, an estimated $2.29K.
Salesforce made up 0.02% of Founders Capital Management (Texas)'s portfolio in Q2 2026, its #181 holding.
Founders Capital Management (Texas) first reported a position in Salesforce in Q1 2017 and has held it in 25 quarters since.
Founders Capital Management (Texas)'s Salesforce position peaked at $81K in Q3 2021.
749 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Founders Capital Management (Texas)'s 13F filing for Q2 2026, filed 21 Jul 2026.