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PFS Partners’s Salesforce CRM Stock Holding History

PFS Partners’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 		$9.22K Hold
59
– – ﹤0.01% 392
2026
Q1 		$11K Hold
59
– – 0.01% 346
2025
Q4 		$15.5K Hold
59
– – 0.01% 309
2025
Q3 		$13.9K Buy
59
+1
+2% +$252 0.01% 305
2025
Q2 		$15.9K Hold
58
– – 0.01% 266
2025
Q1 		$15.7K Hold
58
– – 0.01% 250
2024
Q4 		$19.5K Hold
58
– – 0.01% 229
2024
Q3 		$15.9K Hold
58
– – 0.01% 240
2024
Q2 		$14.9K Hold
58
– – 0.01% 227
2024
Q1 		$17.5K Hold
58
– – 0.01% 211
2023
Q4 		$15.3K Hold
58
– – 0.01% 217
2023
Q3 		$11.8K Hold
58
– – 0.01% 229
2023
Q2 		$12.3K Buy
+58
New +$11.8K 0.01% 246

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

PFS Partners's CRM Position: Q2 2026 in Review

PFS Partners held its Salesforce (CRM) position steady in Q2 2026 at 59 shares worth $9.22K. The position accounts for ﹤0.01% of the portfolio, ranked #392.

PFS Partners first reported a position in CRM in Q2 2023 and has held it in 13 quarters since. The position peaked at $19.5K in Q4 2024. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • PFS Partners held 59 shares of Salesforce worth $9.22K as of Q2 2026.
  • PFS Partners left its Salesforce share count unchanged in Q2 2026.
  • Salesforce made up ﹤0.01% of PFS Partners's portfolio in Q2 2026, its #392 holding.
  • PFS Partners first reported a position in Salesforce in Q2 2023 and has held it in 13 quarters since.
  • PFS Partners's Salesforce position peaked at $19.5K in Q4 2024.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on PFS Partners's 13F filing for Q2 2026, filed 20 Jul 2026.