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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
Q2 		$5.04M Sell
32,105
-1,005
-3% -$177K 0.06% 346
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 $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

Summit Financial's CRM Position: Q2 2026 in Review

Summit Financial reduced its Salesforce (CRM) stake by 3% in Q2 2026, selling an estimated $177K and leaving 32,105 shares worth $5.04M. The position accounts for 0.06% of the portfolio, ranked #346.

Summit Financial first reported a position in CRM in Q2 2021 and has held it in 21 quarters since. The position peaked at $8.55M in Q1 2025. 2,487 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Summit Financial held 32,105 shares of Salesforce worth $5.04M as of Q2 2026.
  • Summit Financial sold 1,005 Salesforce shares in Q2 2026, an estimated $177K.
  • Salesforce made up 0.06% of Summit Financial's portfolio in Q2 2026, its #346 holding.
  • Summit Financial first reported a position in Salesforce in Q2 2021 and has held it in 21 quarters since.
  • Summit Financial's Salesforce position peaked at $8.55M in Q1 2025.
  • 2,487 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

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