Deseret Mutual Benefit Administrators’s Salesforce CRM Stock Holding History

Deseret Mutual Benefit Administrators’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	$269K	Buy	1,715 +169	+11%	+$29.7K	0.09%	168
2026 Q1	$289K	Buy	1,546 +882	+133%	+$183K	0.1%	161
2025 Q4	$176K	Buy	664 +87	+15%	+$21.6K	0.08%	162
2025 Q3	$137K	Buy	577 +91	+19%	+$23K	0.06%	190
2025 Q2	$133K	Hold	486	–	–	0.06%	185
2025 Q1	$130K	Buy	486 +26	+6%	+$8.09K	0.06%	182
2024 Q4	$154K	Sell	460 -8	-2%	-$2.55K	0.08%	163
2024 Q3	$128K	Hold	468	–	–	0.07%	190
2024 Q2	$120K	Hold	468	–	–	0.06%	187
2024 Q1	$141K	Sell	468 -30	-6%	-$8.66K	0.07%	171
2023 Q4	$131K	Sell	498 -130	-21%	-$29.4K	0.08%	160
2023 Q3	$127K	Sell	628 -74	-11%	-$16K	0.06%	179
2023 Q2	$148K	Hold	702	–	–	0.06%	178
2023 Q1	$140K	Buy	702 +69	+11%	+$11.7K	0.06%	190
2022 Q4	$83.9K	Sell	633 -333	-34%	-$48.6K	0.03%	241
2022 Q3	$139K	Sell	966 -86	-8%	-$14.6K	0.04%	240
2022 Q2	$174K	Buy	1,052 +134	+15%	+$23.7K	0.04%	244
2022 Q1	$195K	Buy	918 +20	+2%	+$4.3K	0.04%	247
2021 Q4	$228K	Buy	898 +77	+9%	+$21.6K	0.04%	249
2021 Q3	$223K	Hold	821	–	–	0.04%	243
2021 Q2	$201K	Buy	+821	New	+$189K	0.05%	200

Other funds holding CRM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Deseret Mutual Benefit Administrators's CRM Position: Q2 2026 in Review

Deseret Mutual Benefit Administrators increased its Salesforce (CRM) stake by 11% in Q2 2026, buying an estimated $29.7K and bringing the position to 1,715 shares worth $269K. The position accounts for 0.09% of the portfolio, ranked #168.

Deseret Mutual Benefit Administrators first reported a position in CRM in Q2 2021 and has held it in 21 quarters since. The position peaked at $289K in Q1 2026. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Deseret Mutual Benefit Administrators held 1,715 shares of Salesforce worth $269K as of Q2 2026.
Deseret Mutual Benefit Administrators bought 169 Salesforce shares in Q2 2026, an estimated $29.7K.
Salesforce made up 0.09% of Deseret Mutual Benefit Administrators's portfolio in Q2 2026, its #168 holding.
Deseret Mutual Benefit Administrators first reported a position in Salesforce in Q2 2021 and has held it in 21 quarters since.
Deseret Mutual Benefit Administrators's Salesforce position peaked at $289K in Q1 2026.
2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Deseret Mutual Benefit Administrators's 13F filing for Q2 2026, filed 14 Aug 2026.