Polaris Financial Partners’s Salesforce CRM Stock Holding History

Polaris Financial 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 Q3	$40K	Buy	+176	New	+$36.3K	0.02%	201

Other funds holding CRM

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return

Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return

Miller Global Investments Dallas, Texas $124M AUM 25.7% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

Polaris Financial Partners's CRM Position: Q3 2026 in Review

Polaris Financial Partners opened a new position in Salesforce (CRM) in Q3 2026: 176 shares worth $40K. The stake represents 0.02% of the portfolio and ranks #201 among its holdings.

17 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

Polaris Financial Partners held 176 shares of Salesforce worth $40K as of Q3 2026.
Salesforce was a new Polaris Financial Partners position in Q3 2026.
Salesforce made up 0.02% of Polaris Financial Partners's portfolio in Q3 2026, its #201 holding.
17 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on Polaris Financial Partners's 13F filing for Q3 2026, filed 2 Oct 2026.