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Larson Financial Group’s Salesforce CRM Stock Holding History

Larson Financial 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
2023
Q1 		– Sell
-200
Closed -$153 – 1558
2022
Q4 		$153 Buy
+200
New +$29.2K ﹤0.01% 1440

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

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.