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Johnson Financial Group LLC (Colorado)’s Salesforce CRM Stock Holding History

Johnson Financial Group LLC (Colorado)’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 		$232K Sell
1,479
-206
-12% -$36.2K 0.01% 255
2026
Q1 		$315K Buy
+1,685
New +$349K 0.02% 131

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

Johnson Financial Group LLC (Colorado)'s CRM Position: Q2 2026 in Review

Johnson Financial Group LLC (Colorado) reduced its Salesforce (CRM) stake by 12% in Q2 2026, selling an estimated $36.2K and leaving 1,479 shares worth $232K. The position accounts for 0.01% of the portfolio, ranked #255.

Johnson Financial Group LLC (Colorado) first reported a position in CRM in Q1 2026 and has held it in 2 quarters since. The position peaked at $315K in Q1 2026. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Johnson Financial Group LLC (Colorado) held 1,479 shares of Salesforce worth $232K as of Q2 2026.
  • Johnson Financial Group LLC (Colorado) sold 206 Salesforce shares in Q2 2026, an estimated $36.2K.
  • Salesforce made up 0.01% of Johnson Financial Group LLC (Colorado)'s portfolio in Q2 2026, its #255 holding.
  • Johnson Financial Group LLC (Colorado) first reported a position in Salesforce in Q1 2026 and has held it in 2 quarters since.
  • Johnson Financial Group LLC (Colorado)'s Salesforce position peaked at $315K in Q1 2026.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Johnson Financial Group LLC (Colorado)'s 13F filing for Q2 2026, filed 6 Aug 2026.