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Southern Financial Group’s Salesforce CRM Stock Holding History

Southern 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 		$262K Sell
1,672
-148
-8% -$26K 0.07% 75
2026
Q1 		$340K Buy
1,820
+431
+31% +$89.3K 0.09% 54
2025
Q4 		$368K Buy
+1,389
New +$345K 0.11% 51

Other funds holding CRM

First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 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
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
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Southern Financial Group reduced its Salesforce (CRM) stake by 8.1% in Q2 2026, selling an estimated $26K and leaving 1,672 shares worth $262K. The position accounts for 0.07% of the portfolio, ranked #75.

Southern Financial Group first reported a position in CRM in Q4 2025 and has held it in 3 quarters since. The position peaked at $368K in Q4 2025. 1,348 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Southern Financial Group held 1,672 shares of Salesforce worth $262K as of Q2 2026.
  • Southern Financial Group sold 148 Salesforce shares in Q2 2026, an estimated $26K.
  • Salesforce made up 0.07% of Southern Financial Group's portfolio in Q2 2026, its #75 holding.
  • Southern Financial Group first reported a position in Salesforce in Q4 2025 and has held it in 3 quarters since.
  • Southern Financial Group's Salesforce position peaked at $368K in Q4 2025.
  • 1,348 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Southern Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.