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Stonebridge Financial Group’s Salesforce CRM Stock Holding History

Stonebridge 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 		$566K Buy
+3,609
New +$635K 0.08% 158

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Stonebridge Financial Group opened a new position in Salesforce (CRM) in Q2 2026: 3,609 shares worth $566K. The stake represents 0.08% of the portfolio and ranks #158 among its holdings.

2,371 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Stonebridge Financial Group held 3,609 shares of Salesforce worth $566K as of Q2 2026.
  • Salesforce was a new Stonebridge Financial Group position in Q2 2026.
  • Salesforce made up 0.08% of Stonebridge Financial Group's portfolio in Q2 2026, its #158 holding.
  • 2,371 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Stonebridge Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.