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Symphony Financial’s Salesforce CRM Stock Holding History

Symphony Financial’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 		$828K Buy
5,256
+540
+11% +$95K 0.09% 147
2026
Q1 		$881K Sell
4,716
-7,254
-61% -$1.5M 0.12% 122
2025
Q4 		$3.18M Sell
11,970
-5,306
-31% -$1.32M 0.43% 58
2025
Q3 		$4.15M Sell
17,276
-4,781
-22% -$1.21M 0.51% 50
2025
Q2 		$5.02M Buy
22,057
+18,209
+473% +$4.87M 0.66% 45
2025
Q1 		$934K Sell
3,848
-11,930
-76% -$3.71M 0.55% 42
2024
Q4 		$5.18M Buy
15,778
+878
+6% +$280K 0.81% 34
2024
Q3 		$4.12M Buy
14,900
+744
+5% +$191K 0.68% 40
2024
Q2 		$3.59M Buy
14,156
+3,621
+34% +$969K 0.66% 41
2024
Q1 		$3.17M Sell
10,535
-1,360
-11% -$392K 0.74% 37
2023
Q4 		$3.19M Sell
11,895
-2,790
-19% -$631K 0.69% 38
2023
Q3 		$2.99M Sell
14,685
-154
-1% -$33.3K 0.73% 28
2023
Q2 		$3.12M Sell
14,839
-281
-2% -$57.4K 0.77% 32
2023
Q1 		$2.97M Sell
15,120
-418
-3% -$70.6K 0.77% 33
2022
Q4 		$2.17M Sell
15,538
-1,412
-8% -$206K 0.58% 42
2022
Q3 		$2.49M Buy
16,950
+19
+0.1% +$3.22K 0.81% 29
2022
Q2 		$2.89M Buy
16,931
+5,682
+51% +$1M 0.85% 28
2022
Q1 		$2.24M Buy
11,249
+7,620
+210% +$1.64M 0.53% 41
2021
Q4 		$926K Buy
3,629
+2,015
+125% +$566K 0.26% 74
2021
Q3 		$437K Sell
1,614
-992
-38% -$252K 0.15% 106
2021
Q2 		$638K Sell
2,606
-1,249
-32% -$288K 0.22% 78
2021
Q1 		$852K Sell
3,855
-758
-16% -$169K 0.23% 75
2020
Q4 		$1.02M Buy
4,613
+213
+5% +$51.8K 0.36% 51
2020
Q3 		$1.11M Buy
4,400
+659
+18% +$144K 0.45% 41
2020
Q2 		$701K Buy
+3,741
New +$630K 0.34% 51

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

Symphony Financial's CRM Position: Q2 2026 in Review

Symphony Financial increased its Salesforce (CRM) stake by 11% in Q2 2026, buying an estimated $95K and bringing the position to 5,256 shares worth $828K. The position accounts for 0.09% of the portfolio, ranked #147.

Symphony Financial first reported a position in CRM in Q2 2020 and has held it in 25 quarters since. The position peaked at $5.18M in Q4 2024. 2,475 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Symphony Financial held 5,256 shares of Salesforce worth $828K as of Q2 2026.
  • Symphony Financial bought 540 Salesforce shares in Q2 2026, an estimated $95K.
  • Salesforce made up 0.09% of Symphony Financial's portfolio in Q2 2026, its #147 holding.
  • Symphony Financial first reported a position in Salesforce in Q2 2020 and has held it in 25 quarters since.
  • Symphony Financial's Salesforce position peaked at $5.18M in Q4 2024.
  • 2,475 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

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