Horizon Financial Services’s Salesforce CRM Stock Holding History

Horizon Financial Services’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	$81.8K	Buy	522 +106	+25%	+$18.6K	0.03%	109
2026 Q1	$77.7K	Buy	416 +107	+35%	+$22.2K	0.03%	95
2025 Q4	$81.9K	Sell	309 -11	-3%	-$2.73K	0.04%	86
2025 Q3	$75.8K	Buy	320 +20	+7%	+$5.04K	0.04%	85
2025 Q2	$81.8K	Hold	300	–	–	0.04%	69
2025 Q1	$80.5K	Buy	300 +2	+0.7%	+$622	0.04%	65
2024 Q4	$99.6K	Hold	298	–	–	0.06%	65
2024 Q3	$81.6K	Hold	298	–	–	0.05%	72
2024 Q2	$76.6K	Buy	298 +52	+21%	+$13.9K	0.05%	72
2024 Q1	$74.1K	Buy	+246	New	+$71K	0.05%	69

Other funds holding CRM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Horizon Financial Services's CRM Position: Q2 2026 in Review

Horizon Financial Services increased its Salesforce (CRM) stake by 25% in Q2 2026, buying an estimated $18.6K and bringing the position to 522 shares worth $81.8K. The position accounts for 0.03% of the portfolio, ranked #109.

Horizon Financial Services first reported a position in CRM in Q1 2024 and has held it in 10 quarters since. The position peaked at $99.6K in Q4 2024. 1,100 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Horizon Financial Services held 522 shares of Salesforce worth $81.8K as of Q2 2026.
Horizon Financial Services bought 106 Salesforce shares in Q2 2026, an estimated $18.6K.
Salesforce made up 0.03% of Horizon Financial Services's portfolio in Q2 2026, its #109 holding.
Horizon Financial Services first reported a position in Salesforce in Q1 2024 and has held it in 10 quarters since.
Horizon Financial Services's Salesforce position peaked at $99.6K in Q4 2024.
1,100 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Horizon Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.