StoneX Group’s Salesforce CRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$497K Sell
3,166
-512
-14% -$90K 0.02% 573
2026
Q1
$686K Sell
3,678
-3,680
-50% -$762K 0.04% 343
2025
Q4
$1.95M Sell
7,358
-1,583
-18% -$393K 0.08% 187
2025
Q3
$2.12M Buy
8,941
+248
+3% +$62.5K 0.09% 183
2025
Q2
$2.37M Buy
8,693
+365
+4% +$97.6K 0.12% 160
2025
Q1
$2.24M Buy
8,328
+518
+7% +$161K 0.12% 152
2024
Q4
$2.61M Buy
7,810
+1,234
+19% +$394K 0.14% 136
2024
Q3
$1.8M Buy
6,576
+249
+4% +$63.8K 0.13% 137
2024
Q2
$1.63M Buy
6,327
+770
+14% +$206K 0.13% 140
2024
Q1
$1.68M Buy
5,557
+524
+10% +$151K 0.15% 138
2023
Q4
$1.32M Buy
5,033
+45
+0.9% +$10.2K 0.13% 149
2023
Q3
$1.01M Buy
4,988
+9
+0.2% +$1.95K 0.11% 160
2023
Q2
$1.05M Buy
4,979
+152
+3% +$31K 0.11% 164
2023
Q1
$963K Sell
4,827
-313
-6% -$52.9K 0.11% 174
2022
Q4
$682K Sell
5,140
-184
-3% -$26.8K 0.08% 227
2022
Q3
$766K Sell
5,324
-144
-3% -$24.4K 0.11% 183
2022
Q2
$902K Buy
5,468
+63
+1% +$11.1K 0.11% 180
2022
Q1
$1.15M Buy
5,405
+193
+4% +$41.5K 0.09% 193
2021
Q4
$1.32M Buy
5,212
+563
+12% +$158K 0.15% 137
2021
Q3
$1.26M Buy
4,649
+693
+18% +$176K 0.18% 122
2021
Q2
$966K Sell
3,956
-45
-1% -$10.4K 0.14% 156
2021
Q1
$848K Buy
4,001
+8
+0.2% +$1.78K 0.15% 144
2020
Q4
$889K Buy
3,993
+840
+27% +$204K 0.2% 105
2020
Q3
$792K Sell
3,153
-477
-13% -$104K 0.26% 100
2020
Q2
$680K Buy
3,630
+342
+10% +$57.6K 0.26% 103
2020
Q1
$473K Sell
3,288
-224
-6% -$38.4K 0.25% 110
2019
Q4
$571K Buy
3,512
+169
+5% +$26.5K 0.23% 130
2019
Q3
$496K Buy
3,343
+208
+7% +$31.6K 0.31% 114
2019
Q2
$476K Buy
3,135
+708
+29% +$111K 0.31% 102
2019
Q1
$384K Sell
2,427
-225
-8% -$34.9K 0.29% 116
2018
Q4
$363K Buy
2,652
+18
+0.7% +$2.48K 0.35% 100
2018
Q3
$419K Sell
2,634
-425
-14% -$63.1K 0.31% 108
2018
Q2
$417K Buy
3,059
+742
+32% +$94.7K 0.36% 103
2018
Q1
$269K Sell
2,317
-222
-9% -$25.5K 0.26% 154
2017
Q4
$260K Buy
+2,539
New +$259K 0.27% 156

Other funds holding CRM

StoneX Group's CRM Position: Q2 2026 in Review

StoneX Group reduced its Salesforce (CRM) stake by 14% in Q2 2026, selling an estimated $90K and leaving 3,166 shares worth $497K. The position accounts for 0.02% of the portfolio, ranked #573.

StoneX Group first reported a position in CRM in Q4 2017 and has held it in 35 quarters since. The position peaked at $2.61M in Q4 2024. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • StoneX Group held 3,166 shares of Salesforce worth $497K as of Q2 2026.
  • StoneX Group sold 512 Salesforce shares in Q2 2026, an estimated $90K.
  • Salesforce made up 0.02% of StoneX Group's portfolio in Q2 2026, its #573 holding.
  • StoneX Group first reported a position in Salesforce in Q4 2017 and has held it in 35 quarters since.
  • StoneX Group's Salesforce position peaked at $2.61M in Q4 2024.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on StoneX Group's 13F filing for Q2 2026, filed 12 Aug 2026.