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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
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 $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

SYM Financial Corp's CRM Position: Q1 2026 in Review

SYM Financial Corp increased its Salesforce (CRM) stake by 32% in Q1 2026, buying an estimated $96.5K and bringing the position to 1,921 shares worth $359K. The position accounts for 0.04% of the portfolio, ranked #185.

SYM Financial Corp first reported a position in CRM in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.63M in Q4 2024. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • SYM Financial Corp held 1,921 shares of Salesforce worth $359K as of Q1 2026.
  • SYM Financial Corp bought 466 Salesforce shares in Q1 2026, an estimated $96.5K.
  • Salesforce made up 0.04% of SYM Financial Corp's portfolio in Q1 2026, its #185 holding.
  • SYM Financial Corp first reported a position in Salesforce in Q2 2024 and has held it in 8 quarters since.
  • SYM Financial Corp's Salesforce position peaked at $1.63M in Q4 2024.
  • 2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on SYM Financial Corp's 13F filing for Q1 2026, filed 8 May 2026.