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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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.