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Sunrise Financial Services’s Salesforce CRM Stock Holding History

Sunrise Financial Services’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 		$2.82K Buy
+18
New +$3.17K ﹤0.01% 346
2026
Q1 		– Sell
-18
Closed -$4.77K – 624
2025
Q4 		$4.77K Buy
+18
New +$4.47K ﹤0.01% 256

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

Sunrise Financial Services's CRM Position: Q2 2026 in Review

Sunrise Financial Services opened a new position in Salesforce (CRM) in Q2 2026: 18 shares worth $2.82K. The stake represents ﹤0.01% of the portfolio and ranks #346 among its holdings. This is a return to the name: Sunrise Financial Services previously reported a position in CRM as recently as Q4 2025.

Sunrise Financial Services first reported a position in CRM in Q4 2025 and has held it in 2 quarters since. The position peaked at $4.77K in Q4 2025. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Sunrise Financial Services held 18 shares of Salesforce worth $2.82K as of Q2 2026.
  • Salesforce was a new Sunrise Financial Services position in Q2 2026.
  • Salesforce made up ﹤0.01% of Sunrise Financial Services's portfolio in Q2 2026, its #346 holding.
  • Sunrise Financial Services first reported a position in Salesforce in Q4 2025 and has held it in 2 quarters since.
  • Sunrise Financial Services's Salesforce position peaked at $4.77K in Q4 2025.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

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