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Stokes Family Office’s Salesforce CRM Stock Holding History

Stokes Family Office’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
-1,532
Closed -$286K – 277
2026
Q1 		$286K Sell
1,532
-317
-17% -$65.7K 0.03% 237
2025
Q4 		$490K Buy
1,849
+171
+10% +$42.5K 0.04% 196
2025
Q3 		$398K Sell
1,678
-13
-0.8% -$3.28K 0.04% 200
2025
Q2 		$461K Buy
1,691
+1
+0.1% +$267 0.05% 172
2025
Q1 		$453K Buy
1,690
+30
+2% +$9.33K 0.05% 168
2024
Q4 		$555K Sell
1,660
-76
-4% -$24.3K 0.06% 149
2024
Q3 		$475K Hold
1,736
– – 0.05% 157
2024
Q2 		$446K Buy
1,736
+394
+29% +$105K 0.05% 158
2024
Q1 		$404K Hold
1,342
– – 0.05% 163
2023
Q4 		$353K Sell
1,342
-761
-36% -$172K 0.05% 161
2023
Q3 		$426K Sell
2,103
-56
-3% -$12.1K 0.05% 199
2023
Q2 		$456K Sell
2,159
-78
-3% -$15.9K 0.05% 190
2023
Q1 		$447K Sell
2,237
-606
-21% -$102K 0.06% 181
2022
Q4 		$377K Sell
2,843
-1,913
-40% -$279K 0.05% 191
2022
Q3 		$684K Sell
4,756
-607
-11% -$103K 0.1% 129
2022
Q2 		$885K Buy
5,363
+62
+1% +$11K 0.12% 117
2022
Q1 		$1.13M Buy
5,301
+558
+12% +$120K 0.15% 92
2021
Q4 		$1.21M Sell
4,743
-16
-0.3% -$4.5K 0.15% 88
2021
Q3 		$1.29M Buy
4,759
+124
+3% +$31.5K 0.18% 87
2021
Q2 		$1.13M Buy
4,635
+2,147
+86% +$495K 0.16% 86
2021
Q1 		$567K Buy
+2,488
New +$554K 0.09% 124

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

Stokes Family Office's CRM Position: Q2 2026 in Review

Stokes Family Office sold out of Salesforce (CRM) in Q2 2026, closing a stake of 1,532 shares — an estimated $286K sold.

Stokes Family Office first reported a position in CRM in Q1 2021 and held it in 21 quarters. The position peaked at $1.29M in Q3 2021. 2,487 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Stokes Family Office reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
  • Stokes Family Office sold 1,532 Salesforce shares in Q2 2026, an estimated $286K.
  • Stokes Family Office first reported a position in Salesforce in Q1 2021 and held it in 21 quarters.
  • Stokes Family Office's Salesforce position peaked at $1.29M in Q3 2021.
  • 2,487 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Stokes Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.