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SNS Financial Group’s Salesforce CRM Stock Holding History

SNS 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 		$395K Buy
+2,519
New +$443K 0.01% 421
2022
Q1 		– Sell
-864
Closed -$220K – 230
2021
Q4 		$220K Sell
864
-100
-10% -$28.1K 0.02% 208
2021
Q3 		$261K Buy
+964
New +$245K 0.03% 175

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 $3.38T AUM 44.17% 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

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

SNS Financial Group opened a new position in Salesforce (CRM) in Q2 2026: 2,519 shares worth $395K. The stake represents 0.01% of the portfolio and ranks #421 among its holdings. This is a return to the name: SNS Financial Group previously reported a position in CRM as recently as Q4 2021.

SNS Financial Group first reported a position in CRM in Q3 2021 and has held it in 3 quarters since. 2,494 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • SNS Financial Group held 2,519 shares of Salesforce worth $395K as of Q2 2026.
  • Salesforce was a new SNS Financial Group position in Q2 2026.
  • Salesforce made up 0.01% of SNS Financial Group's portfolio in Q2 2026, its #421 holding.
  • SNS Financial Group first reported a position in Salesforce in Q3 2021 and has held it in 3 quarters since.
  • 2,494 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on SNS Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.