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Summit Financial’s Salesforce CRM Stock Holding History

Summit Financial’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
Q1 		$6.18M Buy
33,110
+14,940
+82% +$3.1M 0.08% 263
2025
Q4 		$4.82M Sell
18,170
-7,381
-29% -$1.83M 0.07% 277
2025
Q3 		$6.06M Buy
25,551
+9,019
+55% +$2.27M 0.09% 217
2025
Q2 		$4.51M Sell
16,532
-15,322
-48% -$4.1M 0.1% 171
2025
Q1 		$8.55M Buy
31,854
+13,155
+70% +$4.09M 0.24% 76
2024
Q4 		$6.26M Sell
18,699
-521
-3% -$166K 0.22% 84
2024
Q3 		$5.27M Buy
19,220
+130
+0.7% +$33.3K 0.21% 87
2024
Q2 		$4.91M Buy
19,090
+10,515
+123% +$2.81M 0.22% 73
2024
Q1 		$2.59M Sell
8,575
-751
-8% -$217K 0.15% 89
2023
Q4 		$2.45M Buy
9,326
+712
+8% +$161K 0.16% 87
2023
Q3 		$1.75M Sell
8,614
-7,269
-46% -$1.57M 0.13% 109
2023
Q2 		$3.36M Buy
15,883
+343
+2% +$70K 0.24% 57
2023
Q1 		$3.1M Sell
15,540
-3,714
-19% -$627K 0.27% 39
2022
Q4 		$2.55M Sell
19,254
-4,592
-19% -$670K 0.24% 46
2022
Q3 		$3.43M Buy
23,846
+1,225
+5% +$208K 0.32% 37
2022
Q2 		$3.73M Buy
22,621
+8,180
+57% +$1.45M 0.35% 32
2022
Q1 		$3.07M Buy
14,441
+2,339
+19% +$503K 0.24% 45
2021
Q4 		$3.08M Buy
12,102
+1,266
+12% +$356K 0.23% 41
2021
Q3 		$2.94M Buy
10,836
+9,210
+566% +$2.34M 0.25% 36
2021
Q2 		$397K Buy
+1,626
New +$375K 0.04% 103

Other funds holding CRM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Summit Financial's CRM Position: Q1 2026 in Review

Summit Financial increased its Salesforce (CRM) stake by 82% in Q1 2026, buying an estimated $3.1M and bringing the position to 33,110 shares worth $6.18M. The position accounts for 0.08% of the portfolio, ranked #263.

Summit Financial first reported a position in CRM in Q2 2021 and has held it in 20 quarters since. The position peaked at $8.55M in Q1 2025. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Summit Financial held 33,110 shares of Salesforce worth $6.18M as of Q1 2026.
  • Summit Financial bought 14,940 Salesforce shares in Q1 2026, an estimated $3.1M.
  • Salesforce made up 0.08% of Summit Financial's portfolio in Q1 2026, its #263 holding.
  • Summit Financial first reported a position in Salesforce in Q2 2021 and has held it in 20 quarters since.
  • Summit Financial's Salesforce position peaked at $8.55M in Q1 2025.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.