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Stiles Financial Services’s Salesforce CRM Stock Holding History

Stiles 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 		$893K Buy
5,699
+510
+10% +$89.7K 0.22% 91
2026
Q1 		$969K Buy
5,189
+1,496
+41% +$310K 0.3% 82
2025
Q4 		$978K Buy
3,693
+793
+27% +$197K 0.3% 86
2025
Q3 		$687K Buy
2,900
+2,118
+271% +$534K 0.22% 100
2025
Q2 		$214K Sell
782
-51
-6% -$13.6K 0.07% 170
2025
Q1 		$224K Hold
833
– – 0.09% 163
2024
Q4 		$279K Sell
833
-119
-13% -$38K 0.1% 154
2024
Q3 		$261K Sell
952
-57
-6% -$14.6K 0.09% 163
2024
Q2 		$260K Sell
1,009
-837
-45% -$224K 0.1% 157
2024
Q1 		$556K Sell
1,846
-145
-7% -$41.8K 0.22% 102
2023
Q4 		$524K Sell
1,991
-335
-14% -$75.8K 0.24% 100
2023
Q3 		$472K Sell
2,326
-900
-28% -$194K 0.24% 103
2023
Q2 		$682K Sell
3,226
-10
-0.3% -$2.04K 0.34% 83
2023
Q1 		$646K Sell
3,236
-340
-10% -$57.4K 0.35% 85
2022
Q4 		$474K Sell
3,576
-230
-6% -$33.6K 0.27% 98
2022
Q3 		$547K Sell
3,806
-35
-0.9% -$5.93K 0.33% 83
2022
Q2 		$634K Buy
3,841
+225
+6% +$39.8K 0.38% 73
2022
Q1 		$768K Sell
3,616
-5
-0.1% -$1.08K 0.38% 72
2021
Q4 		$920K Buy
+3,621
New +$1.02M 0.44% 65

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

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

Stiles Financial Services increased its Salesforce (CRM) stake by 9.8% in Q2 2026, buying an estimated $89.7K and bringing the position to 5,699 shares worth $893K. The position accounts for 0.22% of the portfolio, ranked #91.

Stiles Financial Services first reported a position in CRM in Q4 2021 and has held it in 19 quarters since. The position peaked at $978K in Q4 2025. 2,483 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Stiles Financial Services held 5,699 shares of Salesforce worth $893K as of Q2 2026.
  • Stiles Financial Services bought 510 Salesforce shares in Q2 2026, an estimated $89.7K.
  • Salesforce made up 0.22% of Stiles Financial Services's portfolio in Q2 2026, its #91 holding.
  • Stiles Financial Services first reported a position in Salesforce in Q4 2021 and has held it in 19 quarters since.
  • Stiles Financial Services's Salesforce position peaked at $978K in Q4 2025.
  • 2,483 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Stiles Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.