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Personal CFO Solutions’s Salesforce CRM Stock Holding History

Personal CFO Solutions’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 		$611K Sell
3,886
-15
-0.4% -$2.64K 0.09% 206
2026
Q1 		$728K Buy
3,901
+5
+0.1% +$1.04K 0.1% 175
2025
Q4 		$1.03M Buy
3,896
+173
+5% +$43K 0.16% 119
2025
Q3 		$882K Sell
3,723
-468
-11% -$118K 0.15% 132
2025
Q2 		$1.14M Buy
4,191
+547
+15% +$146K 0.21% 94
2025
Q1 		$978K Sell
3,644
-942
-21% -$293K 0.2% 102
2024
Q4 		$1.53M Buy
4,586
+292
+7% +$93.2K 0.3% 61
2024
Q3 		$1.18M Sell
4,294
-3,688
-46% -$945K 0.16% 117
2024
Q2 		$2.05M Sell
7,982
-206
-3% -$55.1K 0.32% 60
2024
Q1 		$2.47M Buy
8,188
+467
+6% +$135K 0.38% 48
2023
Q4 		$2.03M Sell
7,721
-574
-7% -$130K 0.35% 53
2023
Q3 		$1.68M Buy
8,295
+793
+11% +$171K 0.33% 63
2023
Q2 		$1.58M Sell
7,502
-1,558
-17% -$318K 0.32% 65
2023
Q1 		$1.81M Buy
9,060
+469
+5% +$79.2K 0.37% 58
2022
Q4 		$1.14M Sell
8,591
-574
-6% -$83.8K 0.24% 76
2022
Q3 		$1.32M Buy
9,165
+1,429
+18% +$242K 0.33% 55
2022
Q2 		$1.28M Buy
7,736
+238
+3% +$42.1K 0.3% 57
2022
Q1 		$1.59M Buy
7,498
+279
+4% +$60K 0.31% 55
2021
Q4 		$1.83M Buy
7,219
+179
+3% +$50.3K 0.34% 53
2021
Q3 		$1.91M Sell
7,040
-12
-0.2% -$3.05K 0.39% 46
2021
Q2 		$1.72M Sell
7,052
-706
-9% -$163K 0.35% 55
2021
Q1 		$1.64M Buy
7,758
+1,366
+21% +$304K 0.36% 56
2020
Q4 		$1.42M Sell
6,392
-45
-0.7% -$10.9K 0.35% 60
2020
Q3 		$2M Sell
6,437
-168
-3% -$36.8K 0.67% 34
2020
Q2 		$1.24M Sell
6,605
-67
-1% -$11.3K 0.37% 64
2020
Q1 		$961K Buy
6,672
+2,451
+58% +$420K 0.35% 64
2019
Q4 		$685K Buy
+4,221
New +$662K 0.2% 108

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

Personal CFO Solutions's CRM Position: Q2 2026 in Review

Personal CFO Solutions reduced its Salesforce (CRM) stake by 0.38% in Q2 2026, selling an estimated $2.64K and leaving 3,886 shares worth $611K. The position accounts for 0.09% of the portfolio, ranked #206.

Personal CFO Solutions first reported a position in CRM in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.47M in Q1 2024. 2,478 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Personal CFO Solutions held 3,886 shares of Salesforce worth $611K as of Q2 2026.
  • Personal CFO Solutions sold 15 Salesforce shares in Q2 2026, an estimated $2.64K.
  • Salesforce made up 0.09% of Personal CFO Solutions's portfolio in Q2 2026, its #206 holding.
  • Personal CFO Solutions first reported a position in Salesforce in Q4 2019 and has held it in 27 quarters since.
  • Personal CFO Solutions's Salesforce position peaked at $2.47M in Q1 2024.
  • 2,478 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.