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Sowell Financial Services’s Salesforce CRM Stock Holding History

Sowell Financial Services’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 		$1.25M Sell
7,989
-980
-11% -$172K 0.04% 407
2026
Q1 		$1.67M Sell
8,969
-253
-3% -$52.4K 0.06% 329
2025
Q4 		$2.44M Buy
9,222
+1,037
+13% +$258K 0.09% 235
2025
Q3 		$1.94M Sell
8,185
-1,400
-15% -$353K 0.07% 284
2025
Q2 		$2.61M Buy
9,585
+240
+3% +$64.2K 0.11% 198
2025
Q1 		$2.51M Buy
+9,345
New +$2.91M 0.11% 185
2024
Q4 		– Sell
-15,442
Closed -$4.23M – 520
2024
Q3 		$4.23M Sell
15,442
-7,366
-32% -$1.89M 0.2% 121
2024
Q2 		$5.86M Buy
22,808
+1,780
+8% +$476K 0.28% 81
2024
Q1 		$6.34M Buy
21,028
+1,632
+8% +$471K 0.3% 80
2023
Q4 		$5.1M Buy
19,396
+2,537
+15% +$574K 0.28% 92
2023
Q3 		$3.42M Sell
16,859
-136
-0.8% -$29.4K 0.21% 121
2023
Q2 		$3.59M Buy
16,995
+5,189
+44% +$1.06M 0.2% 119
2023
Q1 		$2.36M Sell
11,806
-5,285
-31% -$893K 0.18% 131
2022
Q4 		$2.27M Buy
17,091
+3,702
+28% +$540K 0.15% 166
2022
Q3 		$1.93M Buy
13,389
+474
+4% +$80.4K 0.19% 144
2022
Q2 		$2.13M Buy
+12,915
New +$2.28M 0.2% 101
2022
Q1 		– Sell
-13,710
Closed -$3.48M – 223
2021
Q4 		$3.48M Buy
+13,710
New +$3.85M 0.2% 114
2021
Q2 		– Sell
-16,068
Closed -$3.5M – 969
2021
Q1 		$3.5M Buy
16,068
+84
+0.5% +$18.7K 0.12% 161
2020
Q4 		$3.56M Sell
15,984
-5,001
-24% -$1.22M 0.15% 127
2020
Q3 		$5.27M Buy
20,985
+6,261
+43% +$1.37M 0.26% 87
2020
Q2 		$2.76M Sell
14,724
-5,968
-29% -$1.01M 0.15% 128
2020
Q1 		$2.98M Buy
20,692
+2,155
+12% +$369K 0.22% 108
2019
Q4 		$3.02M Buy
18,537
+1,748
+10% +$274K 0.23% 93
2019
Q3 		$2.49M Buy
+16,789
New +$2.55M 0.21% 103
2019
Q1 		$632K Buy
3,992
+453
+13% +$70.2K 0.07% 272
2018
Q4 		$485K Sell
3,539
-77
-2% -$10.6K 0.07% 277
2018
Q3 		$575K Buy
+3,616
New +$537K 0.08% 183

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

Sowell Financial Services's CRM Position: Q2 2026 in Review

Sowell Financial Services reduced its Salesforce (CRM) stake by 11% in Q2 2026, selling an estimated $172K and leaving 7,989 shares worth $1.25M. The position accounts for 0.04% of the portfolio, ranked #407.

Sowell Financial Services first reported a position in CRM in Q3 2018 and has held it in 27 quarters since. The position peaked at $6.34M in Q1 2024. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Sowell Financial Services held 7,989 shares of Salesforce worth $1.25M as of Q2 2026.
  • Sowell Financial Services sold 980 Salesforce shares in Q2 2026, an estimated $172K.
  • Salesforce made up 0.04% of Sowell Financial Services's portfolio in Q2 2026, its #407 holding.
  • Sowell Financial Services first reported a position in Salesforce in Q3 2018 and has held it in 27 quarters since.
  • Sowell Financial Services's Salesforce position peaked at $6.34M in Q1 2024.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.