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REAP Financial Group’s Salesforce CRM Stock Holding History

REAP 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 		$47.3K Sell
302
-44
-13% -$7.74K 0.01% 309
2026
Q1 		$64.7K Buy
346
+1
+0.3% +$207 0.01% 257
2025
Q4 		$91.4K Buy
345
+108
+46% +$26.8K 0.02% 215
2025
Q3 		$56.2K Sell
237
-77
-25% -$19.4K 0.01% 255
2025
Q2 		$85.6K Buy
314
+118
+60% +$31.5K 0.02% 199
2025
Q1 		$52.6K Buy
196
+60
+44% +$18.7K 0.01% 211
2024
Q4 		$45.5K Sell
136
-65
-32% -$20.7K 0.01% 213
2024
Q3 		$55K Buy
201
+85
+73% +$21.8K 0.01% 194
2024
Q2 		$29.8K Sell
116
-25
-18% -$6.69K 0.01% 219
2024
Q1 		$42.5K Hold
141
– – 0.01% 211
2023
Q4 		$37.1K Buy
+141
New +$31.9K 0.01% 289

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

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

REAP Financial Group reduced its Salesforce (CRM) stake by 13% in Q2 2026, selling an estimated $7.74K and leaving 302 shares worth $47.3K. The position accounts for 0.01% of the portfolio, ranked #309.

REAP Financial Group first reported a position in CRM in Q4 2023 and has held it in 11 quarters since. The position peaked at $91.4K in Q4 2025. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • REAP Financial Group held 302 shares of Salesforce worth $47.3K as of Q2 2026.
  • REAP Financial Group sold 44 Salesforce shares in Q2 2026, an estimated $7.74K.
  • Salesforce made up 0.01% of REAP Financial Group's portfolio in Q2 2026, its #309 holding.
  • REAP Financial Group first reported a position in Salesforce in Q4 2023 and has held it in 11 quarters since.
  • REAP Financial Group's Salesforce position peaked at $91.4K in Q4 2025.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on REAP Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.