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Greenberg Financial Group’s Salesforce CRM Stock Holding History

Greenberg 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
2025
Q4 		$249K Buy
+939
New +$233K 0.1% 92
2025
Q2 		$267K Buy
1,707
+579
+51% +$155K 0.1% 91
2025
Q1 		$211K Buy
+1,128
New +$351K 0.09% 101

Other funds holding CRM

JSC
J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Greenberg Financial Group's CRM Position: Q4 2025 in Review

Greenberg Financial Group opened a new position in Salesforce (CRM) in Q4 2025: 939 shares worth $249K. The stake represents 0.1% of the portfolio and ranks #92 among its holdings. This is a return to the name: Greenberg Financial Group previously reported a position in CRM as recently as Q2 2025.

Greenberg Financial Group first reported a position in CRM in Q1 2025 and has held it in 3 quarters since. The position peaked at $267K in Q2 2025. 2,945 funds tracked by Wall St. Rank hold CRM as of Q4 2025.

  • Greenberg Financial Group held 939 shares of Salesforce worth $249K as of Q4 2025.
  • Salesforce was a new Greenberg Financial Group position in Q4 2025.
  • Salesforce made up 0.1% of Greenberg Financial Group's portfolio in Q4 2025, its #92 holding.
  • Greenberg Financial Group first reported a position in Salesforce in Q1 2025 and has held it in 3 quarters since.
  • Greenberg Financial Group's Salesforce position peaked at $267K in Q2 2025.
  • 2,945 funds tracked by Wall St. Rank held Salesforce as of Q4 2025.

Based on Greenberg Financial Group's 13F filing for Q4 2025, filed 22 Jan 2026.