Larson Financial Group’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $866K | Sell |
5,530
-2,082
| -27% | -$366K | 0.02% | 400 |
|
|
2026
Q1 | $1.42M | Buy |
7,612
+1,267
| +20% | +$263K | 0.05% | 274 |
|
|
2025
Q4 | $1.68M | Sell |
6,345
-456
| -7% | -$113K | 0.06% | 252 |
|
|
2025
Q3 | $1.61M | Buy |
6,801
+2,561
| +60% | +$646K | 0.06% | 248 |
|
|
2025
Q2 | $1.16M | Buy |
4,240
+504
| +13% | +$135K | 0.05% | 274 |
|
|
2025
Q1 | $1M | Sell |
3,736
-13
| -0.3% | -$4.04K | 0.05% | 266 |
|
|
2024
Q4 | $1.25M | Sell |
3,749
-520
| -12% | -$166K | 0.06% | 218 |
|
|
2024
Q3 | $1.17M | Buy |
4,269
+1,188
| +39% | +$304K | 0.07% | 211 |
|
|
2024
Q2 | $792K | Buy |
3,081
+2,063
| +203% | +$552K | 0.05% | 214 |
|
|
2024
Q1 | $306K | Sell |
1,018
-105
| -9% | -$30.3K | 0.02% | 311 |
|
|
2023
Q4 | $295K | Sell |
1,123
-76
| -6% | -$17.2K | 0.03% | 274 |
|
|
2023
Q3 | $243K | Sell |
1,199
-178
| -13% | -$38.5K | 0.02% | 284 |
|
|
2023
Q2 | $291K | Sell |
1,377
-1,325
| -49% | -$270K | 0.03% | 257 |
|
|
2023
Q1 | $540K | Sell |
2,702
-93
| -3% | -$15.7K | 0.06% | 191 |
|
|
2022
Q4 | $371K | Buy |
2,795
+1,451
| +108% | +$212K | 0.04% | 229 |
|
|
2022
Q3 | $193K | Buy |
1,344
+717
| +114% | +$122K | 0.03% | 272 |
|
|
2022
Q2 | $103K | Sell |
627
-113
| -15% | -$20K | 0.02% | 252 |
|
|
2022
Q1 | $157K | Sell |
740
-172
| -19% | -$37K | 0.03% | 220 |
|
|
2021
Q4 | $232K | Buy |
912
+758
| +492% | +$213K | 0.04% | 185 |
|
|
2021
Q3 | $42K | Buy |
154
+17
| +12% | +$4.32K | 0.01% | 325 |
|
|
2021
Q2 | $33K | Sell |
137
-72
| -34% | -$16.6K | 0.01% | 349 |
|
|
2021
Q1 | $44K | Buy |
209
+62
| +42% | +$13.8K | 0.01% | 280 |
|
|
2020
Q4 | $33K | Buy |
147
+71
| +93% | +$17.3K | 0.01% | 278 |
|
|
2020
Q3 | $19K | Hold |
76
| – | – | 0.01% | 336 |
|
|
2020
Q2 | $14K | Buy |
76
+25
| +49% | +$4.21K | 0.01% | 329 |
|
|
2020
Q1 | $7K | Sell |
51
-327
| -87% | -$56.1K | ﹤0.01% | 328 |
|
|
2019
Q4 | $61K | Buy |
378
+29
| +8% | +$4.55K | 0.04% | 140 |
|
|
2019
Q3 | $52K | Buy |
349
+173
| +98% | +$26.3K | 0.03% | 144 |
|
|
2019
Q2 | $27K | Buy |
176
+20
| +13% | +$3.13K | 0.02% | 164 |
|
|
2019
Q1 | $25K | Sell |
156
-5
| -3% | -$775 | 0.02% | 157 |
|
|
2018
Q4 | $22K | Buy |
+161
| New | +$22.1K | 0.02% | 151 |
|
Other funds holding CRM
Larson Financial Group's CRM Position: Q2 2026 in Review
Larson Financial Group reduced its Salesforce (CRM) stake by 27% in Q2 2026, selling an estimated $366K and leaving 5,530 shares worth $866K. The position accounts for 0.02% of the portfolio, ranked #400.
Larson Financial Group first reported a position in CRM in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.68M in Q4 2025. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.
- Larson Financial Group held 5,530 shares of Salesforce worth $866K as of Q2 2026.
- Larson Financial Group sold 2,082 Salesforce shares in Q2 2026, an estimated $366K.
- Salesforce made up 0.02% of Larson Financial Group's portfolio in Q2 2026, its #400 holding.
- Larson Financial Group first reported a position in Salesforce in Q4 2018 and has held it in 31 quarters since.
- Larson Financial Group's Salesforce position peaked at $1.68M in Q4 2025.
- 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.
Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.