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Shepherd Financial Partners’s Salesforce CRM Stock Holding History

Shepherd Financial Partners’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 		$249K Sell
1,592
-4,707
-75% -$828K 0.02% 229
2026
Q1 		$1.18M Sell
6,299
-1,475
-19% -$306K 0.11% 104
2025
Q4 		$2.06M Sell
7,774
-152
-2% -$37.8K 0.19% 78
2025
Q3 		$1.88M Sell
7,926
-56
-0.7% -$14.1K 0.18% 86
2025
Q2 		$2.18M Sell
7,982
-410
-5% -$110K 0.23% 73
2025
Q1 		$2.25M Buy
8,392
+62
+0.7% +$19.3K 0.26% 68
2024
Q4 		$2.78M Buy
8,330
+280
+3% +$89.4K 0.33% 51
2024
Q3 		$2.2M Buy
8,050
+127
+2% +$32.5K 0.27% 62
2024
Q2 		$2.04M Buy
7,923
+19
+0.2% +$5.08K 0.26% 62
2024
Q1 		$2.38M Sell
7,904
-4
-0.1% -$1.15K 0.31% 54
2023
Q4 		$2.08M Sell
7,908
-50
-0.6% -$11.3K 0.3% 56
2023
Q3 		$1.61M Buy
7,958
+70
+0.9% +$15.1K 0.25% 65
2023
Q2 		$1.67M Hold
7,888
– – 0.26% 63
2023
Q1 		$1.58M Buy
7,888
+1,875
+31% +$317K 0.26% 65
2022
Q4 		$797K Sell
6,013
-3,409
-36% -$497K 0.14% 92
2022
Q3 		$1.35M Buy
9,422
+200
+2% +$33.9K 0.26% 65
2022
Q2 		$1.52M Buy
9,222
+743
+9% +$131K 0.3% 60
2022
Q1 		$1.8M Sell
8,479
-6
-0.1% -$1.29K 0.32% 59
2021
Q4 		$2.15M Buy
8,485
+192
+2% +$53.9K 0.37% 51
2021
Q3 		$2.25M Buy
8,293
+21
+0.3% +$5.33K 0.43% 42
2021
Q2 		$2.02M Buy
8,272
+13
+0.2% +$3K 0.38% 48
2021
Q1 		$1.75M Sell
8,259
-24
-0.3% -$5.34K 0.39% 56
2020
Q4 		$1.84M Buy
8,283
+44
+0.5% +$10.7K 0.42% 51
2020
Q3 		$2.07M Buy
8,239
+63
+0.8% +$13.8K 0.49% 36
2020
Q2 		$1.53M Buy
8,176
+269
+3% +$45.3K 0.42% 42
2020
Q1 		$1.14M Buy
7,907
+59
+0.8% +$10.1K 0.39% 43
2019
Q4 		$1.28M Buy
7,848
+233
+3% +$36.5K 0.3% 58
2019
Q3 		$1.13M Buy
7,615
+1,929
+34% +$293K 0.28% 57
2019
Q2 		$863K Buy
+5,686
New +$891K 0.16% 68

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

Shepherd Financial Partners's CRM Position: Q2 2026 in Review

Shepherd Financial Partners reduced its Salesforce (CRM) stake by 75% in Q2 2026, selling an estimated $828K and leaving 1,592 shares worth $249K. The position accounts for 0.02% of the portfolio, ranked #229.

Shepherd Financial Partners first reported a position in CRM in Q2 2019 and has held it in 29 quarters since. The position peaked at $2.78M in Q4 2024. 2,480 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Shepherd Financial Partners held 1,592 shares of Salesforce worth $249K as of Q2 2026.
  • Shepherd Financial Partners sold 4,707 Salesforce shares in Q2 2026, an estimated $828K.
  • Salesforce made up 0.02% of Shepherd Financial Partners's portfolio in Q2 2026, its #229 holding.
  • Shepherd Financial Partners first reported a position in Salesforce in Q2 2019 and has held it in 29 quarters since.
  • Shepherd Financial Partners's Salesforce position peaked at $2.78M in Q4 2024.
  • 2,480 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Shepherd Financial Partners's 13F filing for Q2 2026, filed 10 Aug 2026.