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Summit Securities Group’s Salesforce CRM Stock Holding History

Summit Securities 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
Q1 		$240K Buy
+1,284
New +$266K 0.03% 216
2025
Q4 		– Sell
-1,268
Closed -$315K – 1057
2025
Q3 		$301K Buy
1,268
+959
+310% +$242K 0.06% 221
2025
Q2 		$84.3K Buy
+309
New +$82.6K 0.02% 397
2023
Q3 		– Sell
-1,568
Closed -$331K – 652
2023
Q2 		$331K Buy
1,568
+829
+112% +$169K 0.04% 169
2023
Q1 		$148K Sell
739
-6,002
-89% -$1.01M 0.01% 247
2022
Q4 		$894K Sell
6,741
-136,751
-95% -$20M 0.03% 179
2022
Q3 		$20.6M Buy
143,492
+138,432
+2,736% +$23.5M 1.54% 20
2022
Q2 		$835K Buy
+5,060
New +$894K 0.1% 142
2022
Q1 		– Sell
-9,910
Closed -$2.52M – 1143
2021
Q4 		$2.52M Sell
9,910
-17
-0.2% -$4.78K 0.12% 139
2021
Q3 		$2.69M Buy
9,927
+8,849
+821% +$2.25M 0.21% 114
2021
Q2 		$263K Buy
+1,078
New +$248K 0.02% 568
2020
Q3 		– Sell
-1,300
Closed -$285K – 390
2020
Q2 		$244K Buy
+1,300
New +$219K 0.03% 361
2020
Q1 		– Sell
-6,300
Closed -$1.02M – 326
2019
Q4 		$1.02M Buy
+6,300
New +$988K 0.08% 208
2016
Q1 		– Sell
-10,000
Closed -$784K – 182
2015
Q4 		$784K Buy
+10,000
New +$781K 0.25% 64
2014
Q2 		– Sell
-100
Closed -$6K – 589
2014
Q1 		$6K Buy
+100
New +$5.98K ﹤0.01% 298

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 Securities Group's CRM Position: Q1 2026 in Review

Summit Securities Group opened a new position in Salesforce (CRM) in Q1 2026: 1,284 shares worth $240K. The stake represents 0.03% of the portfolio and ranks #216 among its holdings. This is a return to the name: Summit Securities Group previously reported a position in CRM as recently as Q3 2025.

Summit Securities Group first reported a position in CRM in Q1 2014 and has held it in 15 quarters since. The position peaked at $20.6M in Q3 2022. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Summit Securities Group held 1,284 shares of Salesforce worth $240K as of Q1 2026.
  • Salesforce was a new Summit Securities Group position in Q1 2026.
  • Salesforce made up 0.03% of Summit Securities Group's portfolio in Q1 2026, its #216 holding.
  • Summit Securities Group first reported a position in Salesforce in Q1 2014 and has held it in 15 quarters since.
  • Summit Securities Group's Salesforce position peaked at $20.6M in Q3 2022.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.