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Fulton Breakefield Broenniman’s Salesforce CRM Stock Holding History

Fulton Breakefield Broenniman’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 		$283K Sell
1,809
-604
-25% -$106K 0.02% 166
2026
Q1 		$450K Sell
2,413
-2,013
-45% -$417K 0.03% 125
2025
Q4 		$1.17M Sell
4,426
-2,981
-40% -$741K 0.07% 92
2025
Q3 		$1.76M Sell
7,407
-48,851
-87% -$12.3M 0.11% 77
2025
Q2 		$15.3M Sell
56,258
-996
-2% -$266K 1.04% 29
2025
Q1 		$15.4M Sell
57,254
-1,498
-3% -$466K 1.11% 30
2024
Q4 		$19.6M Sell
58,752
-1,528
-3% -$488K 1.4% 24
2024
Q3 		$16.5M Sell
60,280
-1,902
-3% -$487K 1.15% 29
2024
Q2 		$16M Buy
62,182
+252
+0.4% +$67.4K 1.18% 29
2024
Q1 		$18.7M Sell
61,930
-817
-1% -$236K 1.44% 25
2023
Q4 		$16.5M Buy
62,747
+177
+0.3% +$40.1K 1.33% 28
2023
Q3 		$12.7M Sell
62,570
-155
-0.2% -$33.5K 1.1% 39
2023
Q2 		$13.3M Sell
62,725
-6,519
-9% -$1.33M 1.1% 36
2023
Q1 		$13.8M Sell
69,244
-1,013
-1% -$171K 1.19% 36
2022
Q4 		$9.32M Sell
70,257
-4,751
-6% -$693K 0.83% 47
2022
Q3 		$10.8M Sell
75,008
-1,936
-3% -$328K 1.01% 41
2022
Q2 		$12.7M Sell
76,944
-442
-0.6% -$78.1K 1.1% 39
2022
Q1 		$16.4M Buy
77,386
+10,095
+15% +$2.17M 1.44% 30
2021
Q4 		$17.1M Buy
67,291
+1,708
+3% +$480K 1.27% 32
2021
Q3 		$17.8M Sell
65,583
-43
-0.1% -$10.9K 1.52% 29
2021
Q2 		$16M Buy
65,626
+1,354
+2% +$312K 1.37% 31
2021
Q1 		$13.6M Buy
64,272
+13,293
+26% +$2.96M 1.26% 34
2020
Q4 		$11.3M Sell
50,979
-10,330
-17% -$2.51M 1.36% 32
2020
Q3 		$15.4M Sell
61,309
-6,945
-10% -$1.52M 1.74% 24
2020
Q2 		$12.8M Buy
68,254
+31,548
+86% +$5.32M 1.55% 27
2020
Q1 		$5.29M Buy
36,706
+1,456
+4% +$250K 0.79% 50
2019
Q4 		$5.73M Buy
35,250
+1,566
+5% +$245K 0.67% 58
2019
Q3 		$5M Buy
33,684
+629
+2% +$95.6K 0.64% 59
2019
Q2 		$5.01M Buy
+33,055
New +$5.18M 0.79% 50

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

Fulton Breakefield Broenniman's CRM Position: Q2 2026 in Review

Fulton Breakefield Broenniman reduced its Salesforce (CRM) stake by 25% in Q2 2026, selling an estimated $106K and leaving 1,809 shares worth $283K. The position accounts for 0.02% of the portfolio, ranked #166.

Fulton Breakefield Broenniman first reported a position in CRM in Q2 2019 and has held it in 29 quarters since. The position peaked at $19.6M in Q4 2024. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Fulton Breakefield Broenniman held 1,809 shares of Salesforce worth $283K as of Q2 2026.
  • Fulton Breakefield Broenniman sold 604 Salesforce shares in Q2 2026, an estimated $106K.
  • Salesforce made up 0.02% of Fulton Breakefield Broenniman's portfolio in Q2 2026, its #166 holding.
  • Fulton Breakefield Broenniman first reported a position in Salesforce in Q2 2019 and has held it in 29 quarters since.
  • Fulton Breakefield Broenniman's Salesforce position peaked at $19.6M in Q4 2024.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Fulton Breakefield Broenniman's 13F filing for Q2 2026, filed 3 Aug 2026.