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Founders Financial Securities’s Salesforce CRM Stock Holding History

Founders Financial Securities’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
Q1 		– Sell
-3,438
Closed -$911K – 540
2025
Q4 		$911K Hold
3,438
– – 0.05% 301
2025
Q3 		$815K Sell
3,438
-1,475
-30% -$372K 0.06% 276
2025
Q2 		$1.34M Sell
4,913
-313
-6% -$83.7K 0.1% 197
2025
Q1 		$1.39M Buy
5,226
+977
+23% +$304K 0.12% 178
2024
Q4 		$1.42M Buy
4,249
+601
+16% +$192K 0.13% 143
2024
Q3 		$999K Buy
3,648
+144
+4% +$36.9K 0.09% 186
2024
Q2 		$901K Buy
3,504
+247
+8% +$66.1K 0.09% 194
2024
Q1 		$981K Buy
3,257
+60
+2% +$17.3K 0.1% 168
2023
Q4 		$841K Sell
3,197
-117
-4% -$26.5K 0.09% 188
2023
Q3 		$672K Buy
3,314
+226
+7% +$48.8K 0.09% 177
2023
Q2 		$652K Buy
3,088
+126
+4% +$25.7K 0.09% 181
2023
Q1 		$592K Buy
2,962
+122
+4% +$20.6K 0.09% 183
2022
Q4 		$377K Sell
2,840
-326
-10% -$47.6K 0.06% 225
2022
Q3 		$455K Sell
3,166
-103
-3% -$17.5K 0.08% 186
2022
Q2 		$540K Sell
3,269
-600
-16% -$106K 0.11% 155
2022
Q1 		$821K Buy
3,869
+58
+2% +$12.5K 0.15% 131
2021
Q4 		$968K Buy
3,811
+206
+6% +$57.9K 0.17% 112
2021
Q3 		$978K Sell
3,605
-1,098
-23% -$279K 0.2% 105
2021
Q2 		$1.15M Buy
4,703
+1,591
+51% +$367K 0.23% 94
2021
Q1 		$659K Buy
3,112
+478
+18% +$106K 0.15% 135
2020
Q4 		$586K Buy
2,634
+1,075
+69% +$261K 0.14% 116
2020
Q3 		$392K Buy
+1,559
New +$341K 0.12% 111

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Founders Financial Securities's CRM Position: Q1 2026 in Review

Founders Financial Securities sold out of Salesforce (CRM) in Q1 2026, closing a stake of 3,438 shares — an estimated $911K sold.

Founders Financial Securities first reported a position in CRM in Q3 2020 and held it in 22 quarters. The position peaked at $1.42M in Q4 2024. 2,684 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Founders Financial Securities reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
  • Founders Financial Securities sold 3,438 Salesforce shares in Q1 2026, an estimated $911K.
  • Founders Financial Securities first reported a position in Salesforce in Q3 2020 and held it in 22 quarters.
  • Founders Financial Securities's Salesforce position peaked at $1.42M in Q4 2024.
  • 2,684 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Founders Financial Securities's 13F filing for Q1 2026, filed 16 Apr 2026.