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Frisch Financial Group’s Salesforce CRM Stock Holding History

Frisch Financial Group’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 		$208K Buy
+1,325
New +$233K 0.04% 178
2026
Q1 		– Sell
-1,025
Closed -$272K – 169
2025
Q4 		$272K Buy
1,025
+2
+0.2% +$497 0.06% 127
2025
Q3 		$243K Buy
1,023
+2
+0.2% +$504 0.06% 127
2025
Q2 		$279K Buy
1,021
+1
+0.1% +$267 0.07% 110
2025
Q1 		$274K Buy
1,020
+2
+0.2% +$622 0.08% 103
2024
Q4 		$340K Buy
1,018
+1
+0.1% +$319 0.1% 90
2024
Q3 		$279K Buy
1,017
+2
+0.2% +$512 0.08% 107
2024
Q2 		$261K Buy
1,015
+1
+0.1% +$268 0.08% 108
2024
Q1 		$305K Hold
1,014
– – 0.1% 92
2023
Q4 		$267K Hold
1,014
– – 0.1% 101
2023
Q3 		$206K Hold
1,014
– – 0.08% 113
2023
Q2 		$214K Hold
1,014
– – 0.1% 105
2023
Q1 		$203K Buy
+1,014
New +$171K 0.08% 111
2022
Q2 		– Sell
-1,152
Closed -$245K – 126
2022
Q1 		$245K Sell
1,152
-475
-29% -$102K 0.08% 126
2021
Q4 		$422K Buy
1,627
+355
+28% +$99.8K 0.13% 93
2021
Q3 		$345K Sell
1,272
-585
-32% -$149K 0.12% 97
2021
Q2 		$453K Buy
1,857
+145
+8% +$33.4K 0.14% 83
2021
Q1 		$362K Buy
1,712
+338
+25% +$75.2K 0.12% 95
2020
Q4 		$306K Buy
1,374
+125
+10% +$30.4K 0.11% 92
2020
Q3 		$314K Buy
+1,249
New +$273K 0.14% 75
2020
Q2 		– Sell
-2,207
Closed -$318K – 100
2020
Q1 		$318K Buy
+2,207
New +$378K 0.19% 68
2019
Q2 		– Sell
-1,558
Closed -$247K – 99
2019
Q1 		$247K Sell
1,558
-236
-13% -$36.6K 0.15% 89
2018
Q4 		$246K Buy
+1,794
New +$247K 0.17% 80

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

Frisch Financial Group's CRM Position: Q2 2026 in Review

Frisch Financial Group opened a new position in Salesforce (CRM) in Q2 2026: 1,325 shares worth $208K. The stake represents 0.04% of the portfolio and ranks #178 among its holdings. This is a return to the name: Frisch Financial Group previously reported a position in CRM as recently as Q4 2025.

Frisch Financial Group first reported a position in CRM in Q4 2018 and has held it in 23 quarters since. The position peaked at $453K in Q2 2021. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Frisch Financial Group held 1,325 shares of Salesforce worth $208K as of Q2 2026.
  • Salesforce was a new Frisch Financial Group position in Q2 2026.
  • Salesforce made up 0.04% of Frisch Financial Group's portfolio in Q2 2026, its #178 holding.
  • Frisch Financial Group first reported a position in Salesforce in Q4 2018 and has held it in 23 quarters since.
  • Frisch Financial Group's Salesforce position peaked at $453K in Q2 2021.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Frisch Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.