ZF
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Zhang Financial’s Salesforce CRM Stock Holding History

Zhang 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 		$2.1M Sell
13,425
-24
-0.2% -$4.22K 0.06% 135
2026
Q1 		$2.51M Buy
13,449
+3,215
+31% +$666K 0.09% 111
2025
Q4 		$2.71M Sell
10,234
-1,755
-15% -$436K 0.1% 100
2025
Q3 		$2.84M Buy
11,989
+2,051
+21% +$517K 0.12% 93
2025
Q2 		$2.71M Buy
9,938
+521
+6% +$139K 0.13% 91
2025
Q1 		$2.53M Buy
9,417
+2,390
+34% +$743K 0.13% 90
2024
Q4 		$2.35M Buy
7,027
+160
+2% +$51.1K 0.13% 88
2024
Q3 		$1.88M Buy
6,867
+3,064
+81% +$785K 0.12% 94
2024
Q2 		$978K Buy
3,803
+590
+18% +$158K 0.07% 140
2024
Q1 		$968K Buy
3,213
+1,807
+129% +$521K 0.07% 148
2023
Q4 		$370K Buy
+1,406
New +$318K 0.03% 201
2023
Q3 		– Sell
-1,138
Closed -$250K – 236
2023
Q2 		$250K Buy
+1,138
New +$232K 0.03% 213
2022
Q2 		– Sell
-1,305
Closed -$277K – 218
2022
Q1 		$277K Buy
1,305
+75
+6% +$16.1K 0.05% 184
2021
Q4 		$312K Buy
1,230
+35
+3% +$9.83K 0.06% 162
2021
Q3 		$324K Buy
+1,195
New +$303K 0.07% 120

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

Zhang Financial's CRM Position: Q2 2026 in Review

Zhang Financial reduced its Salesforce (CRM) stake by 0.18% in Q2 2026, selling an estimated $4.22K and leaving 13,425 shares worth $2.1M. The position accounts for 0.06% of the portfolio, ranked #135.

Zhang Financial first reported a position in CRM in Q3 2021 and has held it in 15 quarters since. The position peaked at $2.84M in Q3 2025. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Zhang Financial held 13,425 shares of Salesforce worth $2.1M as of Q2 2026.
  • Zhang Financial sold 24 Salesforce shares in Q2 2026, an estimated $4.22K.
  • Salesforce made up 0.06% of Zhang Financial's portfolio in Q2 2026, its #135 holding.
  • Zhang Financial first reported a position in Salesforce in Q3 2021 and has held it in 15 quarters since.
  • Zhang Financial's Salesforce position peaked at $2.84M in Q3 2025.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Zhang Financial's 13F filing for Q2 2026, filed 30 Jul 2026.