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Freestone Grove Partners’s Salesforce CRM Stock Holding History

Freestone Grove 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 		$157 Buy
+1
New +$176 ﹤0.01% 916
2025
Q4 		– Sell
-160,251
Closed -$38M – 769
2025
Q3 		$38M Buy
+160,251
New +$40.4M 0.28% 128

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

Freestone Grove Partners's CRM Position: Q2 2026 in Review

Freestone Grove Partners opened a new position in Salesforce (CRM) in Q2 2026: 1 share worth $157. The stake represents ﹤0.01% of the portfolio and ranks #916 among its holdings. This is a return to the name: Freestone Grove Partners previously reported a position in CRM as recently as Q3 2025.

Freestone Grove Partners first reported a position in CRM in Q3 2025 and has held it in 2 quarters since. The position peaked at $38M in Q3 2025. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Freestone Grove Partners held 1 share of Salesforce worth $157 as of Q2 2026.
  • Salesforce was a new Freestone Grove Partners position in Q2 2026.
  • Salesforce made up ﹤0.01% of Freestone Grove Partners's portfolio in Q2 2026, its #916 holding.
  • Freestone Grove Partners first reported a position in Salesforce in Q3 2025 and has held it in 2 quarters since.
  • Freestone Grove Partners's Salesforce position peaked at $38M in Q3 2025.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Freestone Grove Partners's 13F filing for Q2 2026, filed 14 Aug 2026.