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XML Financial’s Salesforce CRM Stock Holding History

XML Financial’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 		$495K Sell
3,159
-556
-15% -$97.8K 0.04% 283
2026
Q1 		$693K Sell
3,715
-264
-7% -$54.7K 0.06% 223
2025
Q4 		$1.05M Buy
3,979
+683
+21% +$170K 0.09% 172
2025
Q3 		$781K Buy
3,296
+173
+6% +$43.6K 0.06% 199
2025
Q2 		$852K Sell
3,123
-117
-4% -$31.3K 0.07% 188
2025
Q1 		$869K Sell
3,240
-246
-7% -$76.5K 0.08% 182
2024
Q4 		$1.17M Sell
3,486
-3
-0.1% -$957 0.11% 158
2024
Q3 		$955K Sell
3,489
-33
-0.9% -$8.45K 0.09% 180
2024
Q2 		$906K Buy
3,522
+174
+5% +$46.6K 0.09% 173
2024
Q1 		$1.01M Buy
3,348
+14
+0.4% +$4.04K 0.1% 166
2023
Q4 		$877K Buy
3,334
+27
+0.8% +$6.11K 0.09% 172
2023
Q3 		$671K Buy
3,307
+110
+3% +$23.8K 0.08% 181
2023
Q2 		$675K Buy
3,197
+40
+1% +$8.16K 0.08% 184
2023
Q1 		$631K Buy
3,157
+26
+0.8% +$4.39K 0.08% 190
2022
Q4 		$415K Buy
3,131
+16
+0.5% +$2.33K 0.05% 219
2022
Q3 		$448K Sell
3,115
-12
-0.4% -$2.04K 0.06% 204
2022
Q2 		$516K Buy
3,127
+212
+7% +$37.5K 0.12% 134
2022
Q1 		$619K Buy
2,915
+413
+17% +$88.9K 0.07% 188
2021
Q4 		$636K Buy
2,502
+76
+3% +$21.4K 0.08% 182
2021
Q3 		$658K Buy
2,426
+575
+31% +$146K 0.09% 176
2021
Q2 		$452K Sell
1,851
-355
-16% -$81.8K 0.1% 148
2021
Q1 		$467K Buy
2,206
+45
+2% +$10K 0.11% 137
2020
Q4 		$481K Buy
2,161
+494
+30% +$120K 0.12% 131
2020
Q3 		$419K Buy
1,667
+18
+1% +$3.94K 0.13% 121
2020
Q2 		$309K Buy
1,649
+258
+19% +$43.5K 0.11% 144
2020
Q1 		$200K Sell
1,391
-1,073
-44% -$184K 0.09% 160
2019
Q4 		$401K Buy
+2,464
New +$386K 0.15% 116

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

XML Financial's CRM Position: Q2 2026 in Review

XML Financial reduced its Salesforce (CRM) stake by 15% in Q2 2026, selling an estimated $97.8K and leaving 3,159 shares worth $495K. The position accounts for 0.04% of the portfolio, ranked #283.

XML Financial first reported a position in CRM in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.17M in Q4 2024. 2,475 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • XML Financial held 3,159 shares of Salesforce worth $495K as of Q2 2026.
  • XML Financial sold 556 Salesforce shares in Q2 2026, an estimated $97.8K.
  • Salesforce made up 0.04% of XML Financial's portfolio in Q2 2026, its #283 holding.
  • XML Financial first reported a position in Salesforce in Q4 2019 and has held it in 27 quarters since.
  • XML Financial's Salesforce position peaked at $1.17M in Q4 2024.
  • 2,475 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.