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Sound Income Strategies’s Salesforce CRM Stock Holding History

Sound Income Strategies’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 		– Sell
-1,067
Closed -$199K – 872
2026
Q1 		$199K Sell
1,067
-194
-15% -$40.2K 0.01% 414
2025
Q4 		$286K Buy
1,261
+319
+34% +$79.3K 0.01% 333
2025
Q3 		$231K Buy
942
+19
+2% +$4.79K 0.01% 272
2025
Q2 		$252K Buy
923
+343
+59% +$91.7K 0.01% 247
2025
Q1 		$156K Buy
580
+8
+1% +$2.49K 0.01% 326
2024
Q4 		$191K Sell
572
-67
-10% -$21.4K 0.01% 258
2024
Q3 		$175K Buy
639
+108
+20% +$27.7K 0.01% 264
2024
Q2 		$137K Sell
531
-284
-35% -$76K 0.01% 278
2024
Q1 		$245K Buy
815
+251
+45% +$72.4K 0.02% 194
2023
Q4 		$148K Buy
564
+132
+31% +$29.9K 0.01% 230
2023
Q3 		$87.6K Sell
432
-12
-3% -$2.59K 0.01% 224
2023
Q2 		$93.8K Buy
444
+30
+7% +$6.12K 0.01% 225
2023
Q1 		$82.7K Sell
414
-50
-11% -$8.45K 0.01% 225
2022
Q4 		$61.5K Buy
464
+21
+5% +$3.06K 0.01% 242
2022
Q3 		$64K Buy
443
+182
+70% +$30.9K 0.01% 208
2022
Q2 		$43K Hold
261
– – 0.01% 239
2022
Q1 		$55K Buy
261
+4
+2% +$861 0.01% 224
2021
Q4 		$65K Sell
257
-2
-0.8% -$562 0.01% 205
2021
Q3 		$70K Buy
259
+7
+3% +$1.78K 0.01% 199
2021
Q2 		$62K Sell
252
-561
-69% -$129K 0.01% 212
2021
Q1 		$172K Buy
813
+5
+0.6% +$1.11K 0.03% 131
2020
Q4 		$180K Buy
808
+140
+21% +$34K 0.04% 115
2020
Q3 		$168K Buy
668
+90
+16% +$19.7K 0.05% 99
2020
Q2 		$108K Buy
578
+413
+250% +$69.6K 0.03% 93
2020
Q1 		$24K Buy
165
+10
+6% +$1.72K 0.01% 212
2019
Q4 		$25K Buy
155
+75
+94% +$11.8K 0.01% 209
2019
Q3 		$12K Buy
80
+36
+82% +$5.47K ﹤0.01% 283
2019
Q2 		$7K Buy
+44
New +$6.89K ﹤0.01% 379

Other funds holding CRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Sound Income Strategies's CRM Position: Q2 2026 in Review

Sound Income Strategies sold out of Salesforce (CRM) in Q2 2026, closing a stake of 1,067 shares — an estimated $199K sold.

Sound Income Strategies first reported a position in CRM in Q2 2019 and held it in 28 quarters. The position peaked at $286K in Q4 2025. 1,905 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Sound Income Strategies reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 1,067 Salesforce shares in Q2 2026, an estimated $199K.
  • Sound Income Strategies first reported a position in Salesforce in Q2 2019 and held it in 28 quarters.
  • Sound Income Strategies's Salesforce position peaked at $286K in Q4 2025.
  • 1,905 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.