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FourThought Financial Partners’s Salesforce CRM Stock Holding History

FourThought Financial Partners’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 		$4.51M Buy
28,778
+1,364
+5% +$240K 0.35% 74
2026
Q1 		$5.12M Buy
27,414
+5,789
+27% +$1.2M 0.44% 66
2025
Q4 		$5.73M Buy
21,625
+2,638
+14% +$656K 0.48% 60
2025
Q3 		$4.5M Buy
18,987
+1,848
+11% +$466K 0.4% 68
2025
Q2 		$4.67M Buy
17,139
+336
+2% +$89.8K 0.46% 65
2025
Q1 		$4.51M Sell
16,803
-233
-1% -$72.5K 0.47% 62
2024
Q4 		$5.7M Sell
17,036
-9,733
-36% -$3.11M 0.59% 48
2024
Q3 		$7.33M Buy
26,769
+912
+4% +$234K 0.87% 40
2024
Q2 		$6.65M Buy
25,857
+1,955
+8% +$523K 0.86% 42
2024
Q1 		$7.2M Sell
23,902
-1,462
-6% -$422K 0.82% 39
2023
Q4 		$6.67M Sell
25,364
-2,990
-11% -$677K 0.84% 38
2023
Q3 		$5.75M Sell
28,354
-318
-1% -$68.7K 0.8% 39
2023
Q2 		$6.06M Sell
28,672
-858
-3% -$175K 0.8% 39
2023
Q1 		$5.9M Buy
29,530
+2,027
+7% +$342K 0.81% 39
2022
Q4 		$3.65M Buy
+27,503
New +$4.01M 0.53% 49

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 $3.38T AUM 44.17% 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

FourThought Financial Partners's CRM Position: Q2 2026 in Review

FourThought Financial Partners increased its Salesforce (CRM) stake by 5% in Q2 2026, buying an estimated $240K and bringing the position to 28,778 shares worth $4.51M. The position accounts for 0.35% of the portfolio, ranked #74.

FourThought Financial Partners first reported a position in CRM in Q4 2022 and has held it in 15 quarters since. The position peaked at $7.33M in Q3 2024. 2,494 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • FourThought Financial Partners held 28,778 shares of Salesforce worth $4.51M as of Q2 2026.
  • FourThought Financial Partners bought 1,364 Salesforce shares in Q2 2026, an estimated $240K.
  • Salesforce made up 0.35% of FourThought Financial Partners's portfolio in Q2 2026, its #74 holding.
  • FourThought Financial Partners first reported a position in Salesforce in Q4 2022 and has held it in 15 quarters since.
  • FourThought Financial Partners's Salesforce position peaked at $7.33M in Q3 2024.
  • 2,494 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on FourThought Financial Partners's 13F filing for Q2 2026, filed 12 Aug 2026.