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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 		– Sell
-2,000
Closed -$530K – 1105
2025
Q4 		$530K Buy
+2,000
New +$497K 0.07% 190
2023
Q1 		– Sell
-69,200
Closed -$9.18M – 887
2022
Q4 		$9.18M Buy
69,200
+66,900
+2,909% +$9.76M 0.35% 58
2022
Q3 		$331K Buy
+2,300
New +$390K 0.02% 319
2022
Q1 		– Sell
-12,200
Closed -$3.1M – 1142
2021
Q4 		$3.1M Buy
12,200
+12,095
+11,519% +$3.4M 0.15% 117
2021
Q3 		$2.85M Buy
+105
New +$26.7K 0.22% 105
2021
Q1 		– Sell
-201
Closed -$4.47M – 591
2020
Q4 		$4.47M Hold
201
– – 0.38% 67
2020
Q3 		$5.05M Buy
201
+101
+101% +$22.1K 0.53% 36
2020
Q2 		$1.87M Buy
+100
New +$16.9K 0.23% 89
2020
Q1 		– Sell
-20
Closed -$325K – 325
2019
Q4 		$325K Buy
+20
New +$3.13K 0.02% 332

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 Securities Group's CRM Position: Q2 2026 in Review

Summit Securities Group sold out of Salesforce (CRM) in Q2 2026, closing a stake of 1,284 shares — an estimated $240K sold.

Summit Securities Group first reported a position in CRM in Q1 2014 and held it in 15 quarters. The position peaked at $20.6M in Q3 2022. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Summit Securities Group reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
  • Summit Securities Group sold 1,284 Salesforce shares in Q2 2026, an estimated $240K.
  • Summit Securities Group first reported a position in Salesforce in Q1 2014 and held it in 15 quarters.
  • Summit Securities Group's Salesforce position peaked at $20.6M in Q3 2022.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.