VFG
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V2 Financial group’s Salesforce CRM Stock Holding History

V2 Financial group’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 		$301K Sell
1,924
-21
-1% -$3.69K 0.11% 97
2026
Q1 		$363K Buy
1,945
+3
+0.2% +$622 0.17% 70
2025
Q4 		$514K Buy
1,942
+253
+15% +$62.9K 0.25% 52
2025
Q3 		$400K Hold
1,689
– – 0.22% 56
2025
Q2 		$461K Buy
1,689
+61
+4% +$16.3K 0.28% 47
2025
Q1 		$437K Hold
1,628
– – 0.28% 49
2024
Q4 		$544K Hold
1,628
– – 0.33% 44
2024
Q3 		$446K Hold
1,628
– – 0.29% 42
2024
Q2 		$421K Sell
1,628
-1,362
-46% -$364K 0.28% 43
2024
Q1 		$901K Hold
2,990
– – 0.61% 25
2023
Q4 		$787K Hold
2,990
– – 0.55% 29
2023
Q3 		$606K Buy
2,990
+200
+7% +$43.2K 0.45% 33
2023
Q2 		$589K Sell
2,790
-2
-0.1% -$408 0.42% 33
2023
Q1 		$558K Buy
2,792
+2
+0.1% +$338 0.4% 35
2022
Q4 		$370K Hold
2,790
– – 0.29% 42
2022
Q3 		$401K Sell
2,790
-156
-5% -$26.5K 0.35% 40
2022
Q2 		$486K Sell
2,946
-100
-3% -$17.7K 0.39% 36
2022
Q1 		$647K Sell
3,046
-25
-0.8% -$5.38K 0.49% 36
2021
Q4 		$780K Sell
3,071
-1,630
-35% -$458K 0.61% 34
2021
Q3 		$1.28M Buy
4,701
+1,200
+34% +$305K 1.1% 16
2021
Q2 		$855K Sell
3,501
-70
-2% -$16.1K 0.73% 25
2021
Q1 		$757K Sell
3,571
-810
-18% -$180K 0.68% 24
2020
Q4 		$975K Buy
+4,381
New +$1.07M 0.99% 16

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

V2 Financial group's CRM Position: Q2 2026 in Review

V2 Financial group reduced its Salesforce (CRM) stake by 1.1% in Q2 2026, selling an estimated $3.69K and leaving 1,924 shares worth $301K. The position accounts for 0.11% of the portfolio, ranked #97.

V2 Financial group first reported a position in CRM in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.28M in Q3 2021. 2,484 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • V2 Financial group held 1,924 shares of Salesforce worth $301K as of Q2 2026.
  • V2 Financial group sold 21 Salesforce shares in Q2 2026, an estimated $3.69K.
  • Salesforce made up 0.11% of V2 Financial group's portfolio in Q2 2026, its #97 holding.
  • V2 Financial group first reported a position in Salesforce in Q4 2020 and has held it in 23 quarters since.
  • V2 Financial group's Salesforce position peaked at $1.28M in Q3 2021.
  • 2,484 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on V2 Financial group's 13F filing for Q2 2026, filed 11 Aug 2026.