PI
CRM icon

PFG Investments’s Salesforce CRM Stock Holding History

PFG Investments’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 		$2.11M Buy
13,459
+2,242
+20% +$394K 0.08% 209
2026
Q1 		$2.09M Buy
11,217
+113
+1% +$23.4K 0.1% 183
2025
Q4 		$2.94M Sell
11,104
-1,436
-11% -$357K 0.14% 131
2025
Q3 		$2.97M Buy
12,540
+4,511
+56% +$1.14M 0.15% 121
2025
Q2 		$2.19M Buy
8,029
+1,837
+30% +$491K 0.13% 153
2025
Q1 		$1.66M Buy
6,192
+163
+3% +$50.7K 0.11% 191
2024
Q4 		$2.02M Sell
6,029
-589
-9% -$188K 0.13% 154
2024
Q3 		$1.81M Buy
6,618
+342
+5% +$87.6K 0.12% 173
2024
Q2 		$1.61M Sell
6,276
-7,063
-53% -$1.89M 0.12% 174
2024
Q1 		$4.02M Buy
13,339
+8,744
+190% +$2.52M 0.24% 83
2023
Q4 		$1.21M Buy
4,595
+756
+20% +$171K 0.22% 113
2023
Q3 		$778K Sell
3,839
-2
-0.1% -$432 0.15% 152
2023
Q2 		$811K Buy
3,841
+132
+4% +$26.9K 0.14% 153
2023
Q1 		$741K Buy
+3,709
New +$626K 0.15% 149

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

PFG Investments's CRM Position: Q2 2026 in Review

PFG Investments increased its Salesforce (CRM) stake by 20% in Q2 2026, buying an estimated $394K and bringing the position to 13,459 shares worth $2.11M. The position accounts for 0.08% of the portfolio, ranked #209.

PFG Investments first reported a position in CRM in Q1 2023 and has held it in 14 quarters since. The position peaked at $4.02M in Q1 2024. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • PFG Investments held 13,459 shares of Salesforce worth $2.11M as of Q2 2026.
  • PFG Investments bought 2,242 Salesforce shares in Q2 2026, an estimated $394K.
  • Salesforce made up 0.08% of PFG Investments's portfolio in Q2 2026, its #209 holding.
  • PFG Investments first reported a position in Salesforce in Q1 2023 and has held it in 14 quarters since.
  • PFG Investments's Salesforce position peaked at $4.02M in Q1 2024.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.