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Redwood Financial Network’s Salesforce CRM Stock Holding History

Redwood Financial Network’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 		$354K Sell
2,257
-299
-12% -$52.6K 0.2% 124
2026
Q1 		$477K Sell
2,556
-79
-3% -$16.4K 0.31% 91
2025
Q4 		$698K Sell
2,635
-52
-2% -$12.9K 0.44% 64
2025
Q3 		$637K Buy
2,687
+469
+21% +$118K 0.4% 69
2025
Q2 		$605K Buy
2,218
+133
+6% +$35.6K 0.41% 68
2025
Q1 		$560K Buy
2,085
+139
+7% +$43.2K 0.43% 72
2024
Q4 		$651K Sell
1,946
-95
-5% -$30.3K 0.48% 57
2024
Q3 		$559K Sell
2,041
-100
-5% -$25.6K 0.44% 71
2024
Q2 		$551K Sell
2,141
-20
-0.9% -$5.35K 0.46% 70
2024
Q1 		$651K Sell
2,161
-124
-5% -$35.8K 0.57% 53
2023
Q4 		$601K Buy
2,285
+129
+6% +$29.2K 0.58% 53
2023
Q3 		$437K Sell
2,156
-125
-5% -$27K 0.46% 74
2023
Q2 		$482K Buy
2,281
+87
+4% +$17.8K 0.45% 74
2023
Q1 		$438K Sell
2,194
-9
-0.4% -$1.52K 0.45% 75
2022
Q4 		$292K Buy
2,203
+20
+0.9% +$2.92K 0.33% 95
2022
Q3 		$314K Buy
2,183
+33
+2% +$5.6K 0.36% 91
2022
Q2 		$355K Sell
2,150
-30
-1% -$5.3K 0.39% 80
2022
Q1 		$463K Buy
+2,180
New +$469K 0.43% 75

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

Redwood Financial Network's CRM Position: Q2 2026 in Review

Redwood Financial Network reduced its Salesforce (CRM) stake by 12% in Q2 2026, selling an estimated $52.6K and leaving 2,257 shares worth $354K. The position accounts for 0.2% of the portfolio, ranked #124.

Redwood Financial Network first reported a position in CRM in Q1 2022 and has held it in 18 quarters since. The position peaked at $698K in Q4 2025. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Redwood Financial Network held 2,257 shares of Salesforce worth $354K as of Q2 2026.
  • Redwood Financial Network sold 299 Salesforce shares in Q2 2026, an estimated $52.6K.
  • Salesforce made up 0.2% of Redwood Financial Network's portfolio in Q2 2026, its #124 holding.
  • Redwood Financial Network first reported a position in Salesforce in Q1 2022 and has held it in 18 quarters since.
  • Redwood Financial Network's Salesforce position peaked at $698K in Q4 2025.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Redwood Financial Network's 13F filing for Q2 2026, filed 7 Aug 2026.