SFGLC
CRM icon

Stonebridge Financial Group, LLC/CA’s Salesforce CRM Stock Holding History

Stonebridge Financial Group, LLC/CA’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 		$566K Buy
+3,609
New +$635K 0.08% 158

Other funds holding CRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Stonebridge Financial Group, LLC/CA's CRM Position: Q2 2026 in Review

Stonebridge Financial Group, LLC/CA opened a new position in Salesforce (CRM) in Q2 2026: 3,609 shares worth $566K. The stake represents 0.08% of the portfolio and ranks #158 among its holdings.

2,096 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Stonebridge Financial Group, LLC/CA held 3,609 shares of Salesforce worth $566K as of Q2 2026.
  • Salesforce was a new Stonebridge Financial Group, LLC/CA position in Q2 2026.
  • Salesforce made up 0.08% of Stonebridge Financial Group, LLC/CA's portfolio in Q2 2026, its #158 holding.
  • 2,096 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Stonebridge Financial Group, LLC/CA's 13F filing for Q2 2026, filed 13 Aug 2026.