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S Harris Financial Group’s Salesforce CRM Stock Holding History

S Harris 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 		$222K Sell
1,417
-640
-31% -$113K 0.17% 103
2026
Q1 		$384K Sell
2,057
-344
-14% -$71.3K 0.35% 52
2025
Q4 		$636K Buy
+2,401
New +$597K 0.61% 31

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

S Harris Financial Group's CRM Position: Q2 2026 in Review

S Harris Financial Group reduced its Salesforce (CRM) stake by 31% in Q2 2026, selling an estimated $113K and leaving 1,417 shares worth $222K. The position accounts for 0.17% of the portfolio, ranked #103.

S Harris Financial Group first reported a position in CRM in Q4 2025 and has held it in 3 quarters since. The position peaked at $636K in Q4 2025. 2,465 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • S Harris Financial Group held 1,417 shares of Salesforce worth $222K as of Q2 2026.
  • S Harris Financial Group sold 640 Salesforce shares in Q2 2026, an estimated $113K.
  • Salesforce made up 0.17% of S Harris Financial Group's portfolio in Q2 2026, its #103 holding.
  • S Harris Financial Group first reported a position in Salesforce in Q4 2025 and has held it in 3 quarters since.
  • S Harris Financial Group's Salesforce position peaked at $636K in Q4 2025.
  • 2,465 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on S Harris Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.