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Morling Financial Advisors’s Salesforce CRM Stock Holding History

Morling Financial Advisors’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 		– Sell
-1,142
Closed -$213K – 124
2026
Q1 		$213K Hold
1,142
– – 0.07% 70
2025
Q4 		$303K Hold
1,142
– – 0.1% 61
2025
Q3 		$271K Sell
1,142
-214
-16% -$54K 0.09% 61
2025
Q2 		$370K Sell
1,356
-329
-20% -$88K 0.12% 56
2025
Q1 		$452K Buy
1,685
+346
+26% +$108K 0.16% 48
2024
Q4 		$448K Buy
1,339
+13
+1% +$4.15K 0.16% 46
2024
Q3 		$363K Buy
1,326
+144
+12% +$36.9K 0.14% 49
2024
Q2 		$304K Buy
+1,182
New +$316K 0.13% 46
2024
Q1 		– Sell
-939
Closed -$247K – 105
2023
Q4 		$247K Buy
+939
New +$213K 0.2% 51

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

Morling Financial Advisors's CRM Position: Q2 2026 in Review

Morling Financial Advisors sold out of Salesforce (CRM) in Q2 2026, closing a stake of 1,142 shares — an estimated $213K sold.

Morling Financial Advisors first reported a position in CRM in Q4 2023 and held it in 9 quarters. The position peaked at $452K in Q1 2025. 2,480 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Morling Financial Advisors reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
  • Morling Financial Advisors sold 1,142 Salesforce shares in Q2 2026, an estimated $213K.
  • Morling Financial Advisors first reported a position in Salesforce in Q4 2023 and held it in 9 quarters.
  • Morling Financial Advisors's Salesforce position peaked at $452K in Q1 2025.
  • 2,480 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Morling Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.