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TFC Financial Management’s Salesforce CRM Stock Holding History

TFC Financial Management’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 		$131K Sell
838
-768
-48% -$135K 0.01% 184
2026
Q1 		$300K Sell
1,606
-137
-8% -$28.4K 0.04% 106
2025
Q4 		$462K Buy
1,743
+342
+24% +$85K 0.06% 81
2025
Q3 		$332K Buy
1,401
+5
+0.4% +$1.26K 0.04% 95
2025
Q2 		$381K Buy
1,396
+6
+0.4% +$1.6K 0.05% 87
2025
Q1 		$373K Buy
1,390
+127
+10% +$39.5K 0.06% 81
2024
Q4 		$422K Buy
1,263
+50
+4% +$16K 0.07% 74
2024
Q3 		$332K Buy
1,213
+335
+38% +$85.8K 0.05% 91
2024
Q2 		$226K Sell
878
-2
-0.2% -$535 0.04% 115
2024
Q1 		$265K Buy
880
+5
+0.6% +$1.44K 0.05% 96
2023
Q4 		$230K Sell
875
-1
-0.1% -$226 0.05% 105
2023
Q3 		$178K Hold
876
– – 0.04% 117
2023
Q2 		$185K Sell
876
-108
-11% -$22K 0.05% 117
2023
Q1 		$197K Buy
984
+227
+30% +$38.3K 0.05% 109
2022
Q4 		$100K Sell
757
-8
-1% -$1.17K 0.03% 156
2022
Q3 		$110K Hold
765
– – 0.03% 132
2022
Q2 		$126K Hold
765
– – 0.04% 129
2022
Q1 		$162K Hold
765
– – 0.05% 118
2021
Q4 		$194K Hold
765
– – 0.06% 110
2021
Q3 		$207K Hold
765
– – 0.07% 95
2021
Q2 		$187K Hold
765
– – 0.06% 102
2021
Q1 		$162K Hold
765
– – 0.06% 102
2020
Q4 		$170K Hold
765
– – 0.07% 94
2020
Q3 		$192K Buy
+765
New +$167K 0.1% 76

Other funds holding CRM

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

TFC Financial Management's CRM Position: Q2 2026 in Review

TFC Financial Management reduced its Salesforce (CRM) stake by 48% in Q2 2026, selling an estimated $135K and leaving 838 shares worth $131K. The position accounts for 0.01% of the portfolio, ranked #184.

TFC Financial Management first reported a position in CRM in Q3 2020 and has held it in 24 quarters since. The position peaked at $462K in Q4 2025. 1,100 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • TFC Financial Management held 838 shares of Salesforce worth $131K as of Q2 2026.
  • TFC Financial Management sold 768 Salesforce shares in Q2 2026, an estimated $135K.
  • Salesforce made up 0.01% of TFC Financial Management's portfolio in Q2 2026, its #184 holding.
  • TFC Financial Management first reported a position in Salesforce in Q3 2020 and has held it in 24 quarters since.
  • TFC Financial Management's Salesforce position peaked at $462K in Q4 2025.
  • 1,100 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.