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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Goodman Financial's CRM Position: Q1 2026 in Review

Goodman Financial reduced its Salesforce (CRM) stake by 53% in Q1 2026, selling an estimated $5.91M and leaving 24,855 shares worth $4.64M. The position accounts for 0.8% of the portfolio, ranked #37.

Goodman Financial first reported a position in CRM in Q4 2017 and has held it in 5 quarters since. The position peaked at $14.2M in Q2 2025. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Goodman Financial held 24,855 shares of Salesforce worth $4.64M as of Q1 2026.
  • Goodman Financial sold 28,543 Salesforce shares in Q1 2026, an estimated $5.91M.
  • Salesforce made up 0.8% of Goodman Financial's portfolio in Q1 2026, its #37 holding.
  • Goodman Financial first reported a position in Salesforce in Q4 2017 and has held it in 5 quarters since.
  • Goodman Financial's Salesforce position peaked at $14.2M in Q2 2025.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Goodman Financial's 13F filing for Q1 2026, filed 6 May 2026.