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Founders Financial Alliance’s Salesforce CRM Stock Holding History

Founders Financial Alliance’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 		– Sell
-1,215
Closed -$227K – 787
2026
Q1 		$227K Sell
1,215
-1,082
-47% -$224K 0.04% 360
2025
Q4 		$608K Sell
2,297
-19
-0.8% -$4.72K 0.11% 173
2025
Q3 		$549K Buy
2,316
+182
+9% +$45.9K 0.1% 181
2025
Q2 		$582K Buy
2,134
+326
+18% +$87.2K 0.13% 156
2025
Q1 		$485K Buy
+1,808
New +$562K 0.12% 179
2024
Q1 		– Sell
-1,031
Closed -$271K – 561
2023
Q4 		$271K Sell
1,031
-78
-7% -$17.7K 0.11% 195
2023
Q3 		$225K Sell
1,109
-385
-26% -$83.2K 0.1% 202
2023
Q2 		$316K Buy
1,494
+415
+38% +$84.7K 0.12% 176
2023
Q1 		$214K Buy
+1,079
New +$182K 0.11% 194
2022
Q1 		– Sell
-1,128
Closed -$287K – 444
2021
Q4 		$287K Buy
+1,128
New +$317K 0.12% 186
2021
Q3 		– Sell
-917
Closed -$223K – 462
2021
Q2 		$223K Buy
+917
New +$211K 0.1% 215
2021
Q1 		– Sell
-976
Closed -$219K – 464
2020
Q4 		$219K Buy
976
+678
+228% +$165K 0.12% 184
2020
Q3 		$75K Buy
+298
New +$65.2K 0.04% 311

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

Founders Financial Alliance's CRM Position: Q2 2026 in Review

Founders Financial Alliance sold out of Salesforce (CRM) in Q2 2026, closing a stake of 1,215 shares — an estimated $227K sold.

Founders Financial Alliance first reported a position in CRM in Q3 2020 and held it in 13 quarters. The position peaked at $608K in Q4 2025. 2,487 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Founders Financial Alliance reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
  • Founders Financial Alliance sold 1,215 Salesforce shares in Q2 2026, an estimated $227K.
  • Founders Financial Alliance first reported a position in Salesforce in Q3 2020 and held it in 13 quarters.
  • Founders Financial Alliance's Salesforce position peaked at $608K in Q4 2025.
  • 2,487 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.