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Howard Financial Services’s Salesforce CRM Stock Holding History

Howard 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 		$374K Buy
2,390
+391
+20% +$68.8K 0.04% 169
2026
Q1 		$373K Buy
1,999
+378
+23% +$78.3K 0.04% 154
2025
Q4 		$429K Buy
1,621
+94
+6% +$23.4K 0.05% 123
2025
Q3 		$362K Buy
1,527
+28
+2% +$7.06K 0.04% 135
2025
Q2 		$409K Sell
1,499
-42
-3% -$11.2K 0.05% 119
2025
Q1 		$414K Buy
1,541
+125
+9% +$38.9K 0.06% 118
2024
Q4 		$473K Buy
1,416
+268
+23% +$85.5K 0.06% 102
2024
Q3 		$314K Buy
+1,148
New +$294K 0.05% 122

Other funds holding CRM

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
FISPB
Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

Howard Financial Services increased its Salesforce (CRM) stake by 20% in Q2 2026, buying an estimated $68.8K and bringing the position to 2,390 shares worth $374K. The position accounts for 0.04% of the portfolio, ranked #169.

Howard Financial Services first reported a position in CRM in Q3 2024 and has held it in 8 quarters since. The position peaked at $473K in Q4 2024. 749 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Howard Financial Services held 2,390 shares of Salesforce worth $374K as of Q2 2026.
  • Howard Financial Services bought 391 Salesforce shares in Q2 2026, an estimated $68.8K.
  • Salesforce made up 0.04% of Howard Financial Services's portfolio in Q2 2026, its #169 holding.
  • Howard Financial Services first reported a position in Salesforce in Q3 2024 and has held it in 8 quarters since.
  • Howard Financial Services's Salesforce position peaked at $473K in Q4 2024.
  • 749 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Howard Financial Services's 13F filing for Q2 2026, filed 7 Jul 2026.