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Shum Financial Group’s Salesforce CRM Stock Holding History

Shum 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 		$694K Buy
4,431
+168
+4% +$29.5K 0.42% 58
2026
Q1 		$796K Buy
4,263
+27
+0.6% +$5.59K 0.56% 51
2025
Q4 		$1.12M Buy
4,236
+48
+1% +$11.9K 0.81% 33
2025
Q3 		$993K Buy
+4,188
New +$1.06M 0.74% 42
2025
Q1 		$1.08M Buy
4,031
+216
+6% +$67.2K 0.94% 37
2024
Q4 		$1.28M Sell
3,815
-78
-2% -$24.9K 1.1% 29
2024
Q3 		$1.16M Buy
+3,893
New +$997K 0.97% 33

Other funds holding CRM

First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return

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

Shum Financial Group increased its Salesforce (CRM) stake by 3.9% in Q2 2026, buying an estimated $29.5K and bringing the position to 4,431 shares worth $694K. The position accounts for 0.42% of the portfolio, ranked #58.

Shum Financial Group first reported a position in CRM in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.28M in Q4 2024. 1,438 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Shum Financial Group held 4,431 shares of Salesforce worth $694K as of Q2 2026.
  • Shum Financial Group bought 168 Salesforce shares in Q2 2026, an estimated $29.5K.
  • Salesforce made up 0.42% of Shum Financial Group's portfolio in Q2 2026, its #58 holding.
  • Shum Financial Group first reported a position in Salesforce in Q3 2024 and has held it in 7 quarters since.
  • Shum Financial Group's Salesforce position peaked at $1.28M in Q4 2024.
  • 1,438 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Shum Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.