VFG
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Victory Financial Group’s Salesforce CRM Stock Holding History

Victory 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 		$235K Sell
1,500
-508
-25% -$89.3K 0.02% 355
2026
Q1 		$375K Sell
2,008
-230
-10% -$47.7K 0.05% 224
2025
Q4 		$593K Sell
2,238
-49
-2% -$12.2K 0.07% 161
2025
Q3 		$544K Buy
2,287
+257
+13% +$64.8K 0.07% 142
2025
Q2 		$554K Buy
2,030
+199
+11% +$53.2K 0.09% 117
2025
Q1 		$486K Buy
1,831
+475
+35% +$148K 0.09% 105
2024
Q4 		$453K Buy
+1,356
New +$433K 0.12% 85

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

Victory Financial Group's CRM Position: Q2 2026 in Review

Victory Financial Group reduced its Salesforce (CRM) stake by 25% in Q2 2026, selling an estimated $89.3K and leaving 1,500 shares worth $235K. The position accounts for 0.02% of the portfolio, ranked #355.

Victory Financial Group first reported a position in CRM in Q4 2024 and has held it in 7 quarters since. The position peaked at $593K in Q4 2025. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Victory Financial Group held 1,500 shares of Salesforce worth $235K as of Q2 2026.
  • Victory Financial Group sold 508 Salesforce shares in Q2 2026, an estimated $89.3K.
  • Salesforce made up 0.02% of Victory Financial Group's portfolio in Q2 2026, its #355 holding.
  • Victory Financial Group first reported a position in Salesforce in Q4 2024 and has held it in 7 quarters since.
  • Victory Financial Group's Salesforce position peaked at $593K in Q4 2025.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Victory Financial Group's 13F filing for Q2 2026, filed 29 Jul 2026.