PF
CRM icon

Phoenix Financial’s Salesforce CRM Stock Holding History

Phoenix Financial’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 		$2.5M Sell
15,969
-974
-6% -$171K 0.02% 181
2026
Q1 		$3.16M Sell
16,943
-17,986
-51% -$3.73M 0.03% 144
2025
Q4 		$9.27M Sell
34,929
-3,911
-10% -$972K 0.1% 85
2025
Q3 		$9.22M Sell
38,840
-14,535
-27% -$3.67M 0.11% 87
2025
Q2 		$14.6M Buy
53,375
+363
+0.7% +$97K 0.19% 67
2025
Q1 		$14.3M Buy
53,012
+15,838
+43% +$4.93M 0.22% 76
2024
Q4 		$12.4M Buy
37,174
+10,520
+39% +$3.36M 0.17% 83
2024
Q3 		$7.31M Buy
26,654
+2,784
+12% +$713K 0.11% 109
2024
Q2 		$6.04M Sell
23,870
-17,299
-42% -$4.63M 0.09% 122
2024
Q1 		$12.4M Buy
41,169
+19,716
+92% +$5.69M 0.17% 74
2023
Q4 		$6.32M Buy
21,453
+2,180
+11% +$493K 0.1% 98
2023
Q3 		$3.91M Buy
19,273
+6,329
+49% +$1.37M 0.07% 124
2023
Q2 		$2.73M Buy
12,944
+5,568
+75% +$1.14M 0.06% 133
2023
Q1 		$1.47M Sell
7,376
-251,548
-97% -$42.5M 0.03% 164
2022
Q4 		$34.3M Sell
258,924
-181,756
-41% -$26.5M 0.66% 44
2022
Q3 		$64.7M Sell
440,680
-63,153
-13% -$10.7M 1.43% 21
2022
Q2 		$83.2M Sell
503,833
-6,086
-1% -$1.08M 1.7% 14
2022
Q1 		$108M Buy
509,919
+107,918
+27% +$23.2M 1.82% 11
2021
Q4 		$102M Buy
402,001
+56,517
+16% +$15.9M 1.68% 12
2021
Q3 		$93.7M Buy
345,484
+82,506
+31% +$21M 1.62% 14
2021
Q2 		$64.2M Buy
262,978
+1,011
+0.4% +$233K 1.22% 19
2021
Q1 		$55.5M Buy
261,967
+64,590
+33% +$14.4M 1.25% 14
2020
Q4 		$43.9M Buy
197,377
+28,285
+17% +$6.88M 1.17% 21
2020
Q3 		$40M Buy
169,092
+134,342
+387% +$29.4M 1.68% 10
2020
Q2 		$6.12M Buy
34,750
+14,576
+72% +$2.46M 0.26% 100
2020
Q1 		$2.82M Buy
+20,174
New +$3.46M 0.14% 131

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 $3.38T AUM 44.17% 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

Phoenix Financial's CRM Position: Q2 2026 in Review

Phoenix Financial reduced its Salesforce (CRM) stake by 5.7% in Q2 2026, selling an estimated $171K and leaving 15,969 shares worth $2.5M. The position accounts for 0.02% of the portfolio, ranked #181.

Phoenix Financial first reported a position in CRM in Q1 2020 and has held it in 26 quarters since. The position peaked at $108M in Q1 2022. 2,494 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Phoenix Financial held 15,969 shares of Salesforce worth $2.5M as of Q2 2026.
  • Phoenix Financial sold 974 Salesforce shares in Q2 2026, an estimated $171K.
  • Salesforce made up 0.02% of Phoenix Financial's portfolio in Q2 2026, its #181 holding.
  • Phoenix Financial first reported a position in Salesforce in Q1 2020 and has held it in 26 quarters since.
  • Phoenix Financial's Salesforce position peaked at $108M in Q1 2022.
  • 2,494 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.