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PFC Capital Group’s Salesforce CRM Stock Holding History

PFC Capital 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
2026
Q2 		$273K Sell
1,749
-340
-16% -$59.8K 0.11% 73
2026
Q1 		$389K Sell
2,089
-522
-20% -$108K 0.17% 69
2025
Q4 		$691K Sell
2,611
-2,008
-43% -$499K 0.28% 57
2025
Q3 		$1.09M Sell
4,619
-2,491
-35% -$628K 0.46% 46
2025
Q2 		$1.94M Sell
7,110
-654
-8% -$175K 0.9% 30
2025
Q1 		$2.08M Sell
7,764
-106
-1% -$33K 1.05% 20
2024
Q4 		$2.63M Buy
7,870
+50
+0.6% +$16K 1.27% 18
2024
Q3 		$2.14M Buy
7,820
+250
+3% +$64K 1.03% 23
2024
Q2 		$1.95M Buy
7,570
+55
+0.7% +$14.7K 0.97% 23
2024
Q1 		$2.26M Buy
7,515
+625
+9% +$180K 1.22% 20
2023
Q4 		$1.81M Buy
+6,890
New +$1.56M 1.08% 26

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

PFC Capital Group's CRM Position: Q2 2026 in Review

PFC Capital Group reduced its Salesforce (CRM) stake by 16% in Q2 2026, selling an estimated $59.8K and leaving 1,749 shares worth $273K. The position accounts for 0.11% of the portfolio, ranked #73.

PFC Capital Group first reported a position in CRM in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.63M in Q4 2024. 2,468 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • PFC Capital Group held 1,749 shares of Salesforce worth $273K as of Q2 2026.
  • PFC Capital Group sold 340 Salesforce shares in Q2 2026, an estimated $59.8K.
  • Salesforce made up 0.11% of PFC Capital Group's portfolio in Q2 2026, its #73 holding.
  • PFC Capital Group first reported a position in Salesforce in Q4 2023 and has held it in 11 quarters since.
  • PFC Capital Group's Salesforce position peaked at $2.63M in Q4 2024.
  • 2,468 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on PFC Capital Group's 13F filing for Q2 2026, filed 6 Aug 2026.