GK
CRM icon

Graney & King’s Salesforce CRM Stock Holding History

Graney & King’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 		$25.4K Hold
162
– – 0.01% 201
2026
Q1 		$30.2K Hold
162
– – 0.02% 173
2025
Q4 		$42.8K Buy
162
+1
+0.6% +$249 0.03% 151
2025
Q3 		$38.3K Hold
161
– – 0.03% 153
2025
Q2 		$44K Hold
161
– – 0.03% 139
2025
Q1 		$43.2K Hold
161
– – 0.03% 133
2024
Q4 		$53.7K Buy
+161
New +$51.4K 0.04% 112

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

Graney & King's CRM Position: Q2 2026 in Review

Graney & King held its Salesforce (CRM) position steady in Q2 2026 at 162 shares worth $25.4K. The position accounts for 0.01% of the portfolio, ranked #201.

Graney & King first reported a position in CRM in Q4 2024 and has held it in 7 quarters since. The position peaked at $53.7K in Q4 2024. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Graney & King held 162 shares of Salesforce worth $25.4K as of Q2 2026.
  • Graney & King left its Salesforce share count unchanged in Q2 2026.
  • Salesforce made up 0.01% of Graney & King's portfolio in Q2 2026, its #201 holding.
  • Graney & King first reported a position in Salesforce in Q4 2024 and has held it in 7 quarters since.
  • Graney & King's Salesforce position peaked at $53.7K in Q4 2024.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Graney & King's 13F filing for Q2 2026, filed 7 Aug 2026.