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SYM Financial Corp’s Salesforce CRM Stock Holding History

SYM Financial Corp’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 		– Sell
-1,921
Closed -$359K – 543
2026
Q1 		$359K Buy
1,921
+466
+32% +$96.5K 0.04% 185
2025
Q4 		$385K Sell
1,455
-162
-10% -$40.3K 0.04% 173
2025
Q3 		$383K Sell
1,617
-1,974
-55% -$498K 0.04% 156
2025
Q2 		$979K Sell
3,591
-1,058
-23% -$283K 0.11% 62
2025
Q1 		$1.25M Sell
4,649
-232
-5% -$72.2K 0.15% 41
2024
Q4 		$1.63M Buy
4,881
+3,550
+267% +$1.13M 0.21% 31
2024
Q3 		$364K Buy
1,331
+30
+2% +$7.68K 0.05% 99
2024
Q2 		$334K Buy
+1,301
New +$348K 0.05% 90

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

SYM Financial Corp's CRM Position: Q2 2026 in Review

SYM Financial Corp sold out of Salesforce (CRM) in Q2 2026, closing a stake of 1,921 shares — an estimated $359K sold.

SYM Financial Corp first reported a position in CRM in Q2 2024 and held it in 8 quarters. The position peaked at $1.63M in Q4 2024. 2,487 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • SYM Financial Corp reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
  • SYM Financial Corp sold 1,921 Salesforce shares in Q2 2026, an estimated $359K.
  • SYM Financial Corp first reported a position in Salesforce in Q2 2024 and held it in 8 quarters.
  • SYM Financial Corp's Salesforce position peaked at $1.63M in Q4 2024.
  • 2,487 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on SYM Financial Corp's 13F filing for Q2 2026, filed 4 Aug 2026.