Putney Financial Group
CRM icon

Putney Financial Group’s Salesforce CRM Stock Holding History

Putney 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
Q3 		$292K Sell
1,274
-195
-13% -$40.2K 0.23% 58
2026
Q2 		$230K Sell
1,469
-157
-10% -$27.6K 0.21% 72
2026
Q1 		$304K Sell
1,626
-1,639
-50% -$340K 0.31% 63
2025
Q4 		$865K Sell
3,265
-224
-6% -$55.7K 0.81% 23
2025
Q3 		$827K Sell
3,489
-331
-9% -$83.5K 0.82% 24
2025
Q2 		$1.04M Sell
3,820
-165
-4% -$44.1K 1.05% 22
2025
Q1 		$1.07M Sell
3,985
-186
-4% -$57.9K 1.13% 19
2024
Q4 		$1.39M Buy
+4,171
New +$1.33M 1.24% 17

Other funds holding CRM

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

Putney Financial Group's CRM Position: Q3 2026 in Review

Putney Financial Group reduced its Salesforce (CRM) stake by 13% in Q3 2026, selling an estimated $40.2K and leaving 1,274 shares worth $292K. The position accounts for 0.23% of the portfolio, ranked #58.

Putney Financial Group first reported a position in CRM in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.39M in Q4 2024. 2,342 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

  • Putney Financial Group held 1,274 shares of Salesforce worth $292K as of Q3 2026.
  • Putney Financial Group sold 195 Salesforce shares in Q3 2026, an estimated $40.2K.
  • Salesforce made up 0.23% of Putney Financial Group's portfolio in Q3 2026, its #58 holding.
  • Putney Financial Group first reported a position in Salesforce in Q4 2024 and has held it in 8 quarters since.
  • Putney Financial Group's Salesforce position peaked at $1.39M in Q4 2024.
  • 2,342 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on Putney Financial Group's 13F filing for Q3 2026, filed 30 Oct 2026.