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Three Bearings Fiduciary Advisors’s Salesforce CRM Stock Holding History

Three Bearings Fiduciary Advisors’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
-11
Closed -$2.05K – 318
2026
Q1 		$2.05K Sell
11
-10
-48% -$2.07K ﹤0.01% 213
2025
Q4 		$4.46K Buy
+21
New +$5.22K ﹤0.01% 174

Other funds holding CRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Three Bearings Fiduciary Advisors's CRM Position: Q2 2026 in Review

Three Bearings Fiduciary Advisors sold out of Salesforce (CRM) in Q2 2026, closing a stake of 11 shares — an estimated $2.05K sold.

Three Bearings Fiduciary Advisors first reported a position in CRM in Q4 2025 and held it in 2 quarters. The position peaked at $4.46K in Q4 2025. 1,527 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Three Bearings Fiduciary Advisors reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
  • Three Bearings Fiduciary Advisors sold 11 Salesforce shares in Q2 2026, an estimated $2.05K.
  • Three Bearings Fiduciary Advisors first reported a position in Salesforce in Q4 2025 and held it in 2 quarters.
  • Three Bearings Fiduciary Advisors's Salesforce position peaked at $4.46K in Q4 2025.
  • 1,527 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Three Bearings Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.