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SevenBridge Financial Group’s Salesforce CRM Stock Holding History

SevenBridge 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
Q1 		– Sell
-1,174
Closed -$269K – 206
2025
Q4 		$269K Sell
1,174
-401
-25% -$99.7K 0.04% 182
2025
Q3 		$387K Sell
1,575
-214
-12% -$54K 0.06% 154
2025
Q2 		$414K Sell
1,789
-138
-7% -$36.9K 0.07% 157
2025
Q1 		$557K Sell
1,927
-381
-17% -$119K 0.11% 142
2024
Q4 		$749K Buy
2,308
+790
+52% +$252K 0.14% 122
2024
Q3 		$519K Buy
1,518
+344
+29% +$88.1K 0.1% 141
2024
Q2 		$280K Buy
1,174
+7
+0.6% +$1.87K 0.06% 175
2024
Q1 		$319K Buy
1,167
+32
+3% +$9.23K 0.07% 166
2023
Q4 		$299K Hold
1,135
– – 0.07% 159
2023
Q3 		$230K Hold
1,135
– – 0.06% 169
2023
Q2 		$240K Hold
1,135
– – 0.06% 160
2023
Q1 		$227K Buy
+1,135
New +$192K 0.06% 169
2019
Q3 		– Sell
-485
Closed -$74K – 227
2019
Q2 		$74K Hold
485
– – 0.03% 231
2019
Q1 		$77K Hold
485
– – 0.03% 201
2018
Q4 		$66K Hold
485
– – 0.04% 185
2018
Q3 		$77K Hold
485
– – 0.04% 187
2018
Q2 		$66K Buy
485
+85
+21% +$10.8K 0.04% 209
2018
Q1 		$47K Hold
400
– – 0.03% 246
2017
Q4 		$41K Hold
400
– – 0.02% 278
2017
Q3 		$37K Hold
400
– – 0.02% 296
2017
Q2 		$35K Hold
400
– – 0.02% 308
2017
Q1 		$34K Hold
400
– – 0.02% 305
2016
Q4 		$28K Hold
400
– – 0.02% 316
2016
Q3 		$28K Hold
400
– – 0.02% 315
2016
Q2 		$32K Buy
+400
New +$31.4K 0.02% 336

Other funds holding CRM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

SevenBridge Financial Group's CRM Position: Q1 2026 in Review

SevenBridge Financial Group sold out of Salesforce (CRM) in Q1 2026, closing a stake of 1,174 shares — an estimated $269K sold.

SevenBridge Financial Group first reported a position in CRM in Q2 2016 and held it in 25 quarters. The position peaked at $749K in Q4 2024. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • SevenBridge Financial Group reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
  • SevenBridge Financial Group sold 1,174 Salesforce shares in Q1 2026, an estimated $269K.
  • SevenBridge Financial Group first reported a position in Salesforce in Q2 2016 and held it in 25 quarters.
  • SevenBridge Financial Group's Salesforce position peaked at $749K in Q4 2024.
  • 2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on SevenBridge Financial Group's 13F filing for Q1 2026, filed 23 Apr 2026.