Stack Financial Management, Inc

SEC CIK: 0001308685
Latest filing: Aug 3, 2026

SEC filings (opens in a new tab)

CRM holding history

Salesforce, Inc. in every 13F filed by Stack Financial Management, Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CRM overview All 13F holders of CRM Full Q2 2026 holdings

Shares (Q1 2026): 0; Sold out in Q1 2026
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q3 2025

Holdings of CRM by Stack Financial Management, Inc, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2026	0	$0	0.0%	−219,193−100.0%	Sold out	Holders
Q4 2025	219,193	$58.1M	4.4%	−1,961−0.9%	Reduced	Holders
Q3 2025	221,154	$52.4M	4.3%	+221,154	New	Holders