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SS&H Financial Advisors’s Salesforce CRM Stock Holding History

SS&H 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 		$313K Buy
+2,000
New +$352K 0.08% 108

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

SS&H Financial Advisors's CRM Position: Q2 2026 in Review

SS&H Financial Advisors opened a new position in Salesforce (CRM) in Q2 2026: 2,000 shares worth $313K. The stake represents 0.08% of the portfolio and ranks #108 among its holdings.

2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • SS&H Financial Advisors held 2,000 shares of Salesforce worth $313K as of Q2 2026.
  • Salesforce was a new SS&H Financial Advisors position in Q2 2026.
  • Salesforce made up 0.08% of SS&H Financial Advisors's portfolio in Q2 2026, its #108 holding.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on SS&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.