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Souders Financial Advisors’s Salesforce CRM Stock Holding History

Souders Financial Advisors’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 		$498K Sell
3,179
-1,028
-24% -$181K 0.05% 146
2026
Q1 		$785K Buy
4,207
+83
+2% +$17.2K 0.09% 110
2025
Q4 		$1.09M Buy
4,124
+260
+7% +$64.6K 0.13% 86
2025
Q3 		$916K Buy
3,864
+209
+6% +$52.7K 0.11% 95
2025
Q2 		$997K Sell
3,655
-3,258
-47% -$871K 0.13% 85
2025
Q1 		$1.86M Buy
6,913
+2,732
+65% +$850K 0.26% 58
2024
Q4 		$1.4M Sell
4,181
-205
-5% -$65.4K 0.2% 86
2024
Q3 		$1.2M Buy
4,386
+368
+9% +$94.3K 0.17% 91
2024
Q2 		$1.03M Buy
4,018
+3,267
+435% +$874K 0.16% 95
2024
Q1 		$226K Buy
+751
New +$217K 0.04% 152

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

Souders Financial Advisors's CRM Position: Q2 2026 in Review

Souders Financial Advisors reduced its Salesforce (CRM) stake by 24% in Q2 2026, selling an estimated $181K and leaving 3,179 shares worth $498K. The position accounts for 0.05% of the portfolio, ranked #146.

Souders Financial Advisors first reported a position in CRM in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.86M in Q1 2025. 2,483 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Souders Financial Advisors held 3,179 shares of Salesforce worth $498K as of Q2 2026.
  • Souders Financial Advisors sold 1,028 Salesforce shares in Q2 2026, an estimated $181K.
  • Salesforce made up 0.05% of Souders Financial Advisors's portfolio in Q2 2026, its #146 holding.
  • Souders Financial Advisors first reported a position in Salesforce in Q1 2024 and has held it in 10 quarters since.
  • Souders Financial Advisors's Salesforce position peaked at $1.86M in Q1 2025.
  • 2,483 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Souders Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.