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CRM icon

Goodman Financial’s Salesforce CRM Stock Holding History

Goodman Financial’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 		– Sell
-24,855
Closed -$4.64M – 76
2026
Q1 		$4.64M Sell
24,855
-28,543
-53% -$5.91M 0.8% 37
2025
Q4 		$14.1M Buy
53,398
+1,867
+4% +$464K 2.68% 15
2025
Q3 		$12.2M Sell
51,531
-524
-1% -$132K 2.38% 24
2025
Q2 		$14.2M Buy
+52,055
New +$13.9M 2.85% 17
2018
Q1 		– Sell
-358
Closed -$37K – 76
2017
Q4 		$37K Buy
+358
New +$36.5K 0.02% 99

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

Goodman Financial's CRM Position: Q2 2026 in Review

Goodman Financial sold out of Salesforce (CRM) in Q2 2026, closing a stake of 24,855 shares — an estimated $4.64M sold.

Goodman Financial first reported a position in CRM in Q4 2017 and held it in 5 quarters. The position peaked at $14.2M in Q2 2025. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Goodman Financial reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
  • Goodman Financial sold 24,855 Salesforce shares in Q2 2026, an estimated $4.64M.
  • Goodman Financial first reported a position in Salesforce in Q4 2017 and held it in 5 quarters.
  • Goodman Financial's Salesforce position peaked at $14.2M in Q2 2025.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Goodman Financial's 13F filing for Q2 2026, filed 29 Jul 2026.