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Houlihan Financial Resource Group’s Salesforce CRM Stock Holding History

Houlihan Financial Resource 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
2026
Q2 		$1.67M Sell
10,668
-540
-5% -$95K 0.6% 42
2026
Q1 		$2.09M Sell
11,208
-90
-0.8% -$18.6K 0.82% 36
2025
Q4 		$2.75M Buy
11,298
+6,071
+116% +$1.51M 1.04% 33
2025
Q3 		$1.24M Sell
5,227
-6,355
-55% -$1.6M 1.09% 30
2025
Q2 		$3.08M Buy
11,582
+259
+2% +$69.2K 1.28% 28
2025
Q1 		$3.04M Sell
11,323
-384
-3% -$119K 1.36% 28
2024
Q4 		$3.91M Sell
11,707
-226
-2% -$72.1K 1.67% 22
2024
Q3 		$3.27M Buy
11,933
+26
+0.2% +$6.66K 1.35% 27
2024
Q2 		$3.06M Buy
11,907
+63
+0.5% +$16.9K 2.09% 19
2024
Q1 		$3.57M Sell
11,844
-2
-0% -$577 1.6% 23
2023
Q4 		$3.12M Buy
11,846
+296
+3% +$67K 1.51% 26
2023
Q3 		$2.33M Sell
11,550
-308,257
-96% -$66.6M 1.25% 28
2023
Q2 		$65.3M Buy
319,807
+308,237
+2,664% +$62.9M 2.03% 17
2023
Q1 		$2.31M Buy
11,570
+195
+2% +$32.9K 1.26% 26
2022
Q4 		$1.67M Sell
11,375
-613
-5% -$89.4K 0.96% 28
2022
Q3 		$1.66M Buy
+11,988
New +$2.03M 1.01% 29
2020
Q3 		$2.5M Buy
+9,850
New +$2.16M 1.45% 23
2020
Q1 		$839K Buy
5,826
+35
+0.6% +$6K 0.73% 38
2019
Q4 		$942K Buy
+5,791
New +$908K 0.61% 42

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 $3.38T AUM 44.17% 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

Houlihan Financial Resource Group's CRM Position: Q2 2026 in Review

Houlihan Financial Resource Group reduced its Salesforce (CRM) stake by 4.8% in Q2 2026, selling an estimated $95K and leaving 10,668 shares worth $1.67M. The position accounts for 0.6% of the portfolio, ranked #42.

Houlihan Financial Resource Group first reported a position in CRM in Q4 2019 and has held it in 19 quarters since. The position peaked at $65.3M in Q2 2023. 2,494 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Houlihan Financial Resource Group held 10,668 shares of Salesforce worth $1.67M as of Q2 2026.
  • Houlihan Financial Resource Group sold 540 Salesforce shares in Q2 2026, an estimated $95K.
  • Salesforce made up 0.6% of Houlihan Financial Resource Group's portfolio in Q2 2026, its #42 holding.
  • Houlihan Financial Resource Group first reported a position in Salesforce in Q4 2019 and has held it in 19 quarters since.
  • Houlihan Financial Resource Group's Salesforce position peaked at $65.3M in Q2 2023.
  • 2,494 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Houlihan Financial Resource Group's 13F filing for Q2 2026, filed 10 Aug 2026.