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Prosperity Financial Group’s Salesforce CRM Stock Holding History

Prosperity Financial 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 		$903K Buy
5,762
+64
+1% +$11.3K 0.28% 92
2026
Q1 		$1.06M Sell
5,698
-1,181
-17% -$245K 0.39% 75
2025
Q4 		$1.82M Buy
6,879
+99
+1% +$24.6K 0.66% 42
2025
Q3 		$1.61M Buy
6,780
+5,552
+452% +$1.4M 0.59% 52
2025
Q2 		$335K Buy
1,228
+46
+4% +$12.3K 0.14% 123
2025
Q1 		$317K Sell
1,182
-60
-5% -$18.7K 0.16% 119
2024
Q4 		$415K Buy
1,242
+218
+21% +$69.6K 0.21% 103
2024
Q3 		$280K Buy
1,024
+46
+5% +$11.8K 0.16% 114
2024
Q2 		$251K Sell
978
-86
-8% -$23K 0.16% 118
2024
Q1 		$320K Buy
1,064
+100
+10% +$28.9K 0.2% 101
2023
Q4 		$254K Buy
+964
New +$218K 0.18% 104
2023
Q3 		– Sell
-1,254
Closed -$265K – 119
2023
Q2 		$265K Buy
+1,254
New +$256K 0.23% 94

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

Prosperity Financial Group's CRM Position: Q2 2026 in Review

Prosperity Financial Group increased its Salesforce (CRM) stake by 1.1% in Q2 2026, buying an estimated $11.3K and bringing the position to 5,762 shares worth $903K. The position accounts for 0.28% of the portfolio, ranked #92.

Prosperity Financial Group first reported a position in CRM in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.82M in Q4 2025. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Prosperity Financial Group held 5,762 shares of Salesforce worth $903K as of Q2 2026.
  • Prosperity Financial Group bought 64 Salesforce shares in Q2 2026, an estimated $11.3K.
  • Salesforce made up 0.28% of Prosperity Financial Group's portfolio in Q2 2026, its #92 holding.
  • Prosperity Financial Group first reported a position in Salesforce in Q2 2023 and has held it in 12 quarters since.
  • Prosperity Financial Group's Salesforce position peaked at $1.82M in Q4 2025.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Prosperity Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.