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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
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 $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

V2 Financial group's CRM Position: Q1 2026 in Review

V2 Financial group increased its Salesforce (CRM) stake by 0.15% in Q1 2026, buying an estimated $622 and bringing the position to 1,945 shares worth $363K. The position accounts for 0.17% of the portfolio, ranked #70.

V2 Financial group first reported a position in CRM in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.28M in Q3 2021. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • V2 Financial group held 1,945 shares of Salesforce worth $363K as of Q1 2026.
  • V2 Financial group bought 3 Salesforce shares in Q1 2026, an estimated $622.
  • Salesforce made up 0.17% of V2 Financial group's portfolio in Q1 2026, its #70 holding.
  • V2 Financial group first reported a position in Salesforce in Q4 2020 and has held it in 22 quarters since.
  • V2 Financial group's Salesforce position peaked at $1.28M in Q3 2021.
  • 2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on V2 Financial group's 13F filing for Q1 2026, filed 4 May 2026.