Farmers & Merchants Investments Inc’s Salesforce CRM Stock Holding History

Farmers & Merchants Investments Inc’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	$15.8M	Buy	100,581 +19,528	+24%	+$3.43M	0.38%	63
2026 Q1	$15.1M	Buy	81,053 +24,423	+43%	+$5.06M	0.42%	61
2025 Q4	$15M	Buy	56,630 +5,329	+10%	+$1.32M	0.41%	61
2025 Q3	$12.2M	Buy	51,301 +2,861	+6%	+$722K	0.34%	81
2025 Q2	$13.2M	Buy	48,440 +47,302	+4,157%	+$12.6M	0.39%	77
2025 Q1	$305K	Buy	1,138 +78	+7%	+$24.3K	0.01%	270
2024 Q4	$354K	Sell	1,060 -50	-5%	-$16K	0.01%	263
2024 Q3	$304K	Sell	1,110 -3	-0.3%	-$768	0.01%	278
2024 Q2	$286K	Sell	1,113 -7	-0.6%	-$1.87K	0.01%	272
2024 Q1	$337K	Sell	1,120 -245	-18%	-$70.7K	0.01%	250
2023 Q4	$359K	Sell	1,365 -31	-2%	-$7.02K	0.01%	245
2023 Q3	$283K	Buy	1,396 +31	+2%	+$6.7K	0.01%	257
2023 Q2	$288K	Sell	1,365 -165	-11%	-$33.7K	0.01%	258
2023 Q1	$306K	Buy	1,530 +41	+3%	+$6.92K	0.01%	253
2022 Q4	$197K	Buy	1,489 +24	+2%	+$3.5K	0.01%	287
2022 Q3	$211K	Buy	1,465 +250	+21%	+$42.4K	0.01%	280
2022 Q2	$201K	Sell	1,215 -79	-6%	-$14K	0.01%	278
2022 Q1	$275K	Buy	1,294 +592	+84%	+$127K	0.01%	269
2021 Q4	$178K	Buy	702 +37	+6%	+$10.4K	0.01%	299
2021 Q3	$180K	Buy	665 +165	+33%	+$41.9K	0.01%	286
2021 Q2	$122K	Buy	500 +200	+67%	+$46.1K	0.01%	274
2021 Q1	$64K	Sell	300 -100	-25%	-$22.3K	﹤0.01%	314
2020 Q4	$89K	Hold	400	–	–	﹤0.01%	281
2020 Q3	$101K	Sell	400 -478	-54%	-$105K	0.01%	264
2020 Q2	$164K	Buy	878 +250	+40%	+$42.1K	0.01%	230
2020 Q1	$90K	Sell	628 -176	-22%	-$30.2K	0.01%	251
2019 Q4	$131K	Buy	804 +15	+2%	+$2.35K	0.01%	247
2019 Q3	$117K	Sell	789 -7	-0.9%	-$1.06K	0.01%	255
2019 Q2	$121K	Buy	796 +24	+3%	+$3.76K	0.01%	258
2019 Q1	$122K	Buy	772 +50	+7%	+$7.75K	0.01%	252
2018 Q4	$99K	Buy	722 +15	+2%	+$2.06K	0.01%	254
2018 Q3	$112K	Sell	707 -2	-0.3%	-$297	0.01%	259
2018 Q2	$97K	Buy	709 +34	+5%	+$4.34K	0.01%	276
2018 Q1	$79K	Hold	675	–	–	0.01%	284
2017 Q4	$69K	Buy	675 +42	+7%	+$4.28K	0.01%	299
2017 Q3	$59K	Buy	633 +283	+81%	+$26K	﹤0.01%	305
2017 Q2	$30K	Buy	350 +240	+218%	+$20.9K	﹤0.01%	383
2017 Q1	$9K	Hold	110	–	–	﹤0.01%	491
2016 Q4	$8K	Hold	110	–	–	﹤0.01%	547
2016 Q3	$8K	Hold	110	–	–	﹤0.01%	490
2016 Q2	$9K	Hold	110	–	–	﹤0.01%	457
2016 Q1	$8K	Hold	110	–	–	﹤0.01%	478
2015 Q4	$9K	Sell	110 -106	-49%	-$8.28K	﹤0.01%	486
2015 Q3	$15K	Hold	216	–	–	﹤0.01%	414
2015 Q2	$15K	Hold	216	–	–	﹤0.01%	438
2015 Q1	$14K	Buy	216 +136	+170%	+$8.44K	﹤0.01%	447
2014 Q4	$5K	Hold	80	–	–	﹤0.01%	590
2014 Q3	$5K	Hold	80	–	–	﹤0.01%	609
2014 Q2	$5K	Sell	80 -70	-47%	-$3.78K	﹤0.01%	586
2014 Q1	$9K	Hold	150	–	–	﹤0.01%	503
2013 Q4	$8K	Hold	150	–	–	﹤0.01%	539
2013 Q3	$8K	Sell	150 -78	-34%	-$3.54K	﹤0.01%	498
2013 Q2	$9K	Buy	+228	New	+$9.41K	﹤0.01%	478

Other funds holding CRM

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

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

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Farmers & Merchants Investments Inc's CRM Position: Q2 2026 in Review

Farmers & Merchants Investments Inc increased its Salesforce (CRM) stake by 24% in Q2 2026, buying an estimated $3.43M and bringing the position to 100,581 shares worth $15.8M. The position accounts for 0.38% of the portfolio, ranked #63.

Farmers & Merchants Investments Inc first reported a position in CRM in Q2 2013 and has held it in 53 quarters since. 1,527 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Farmers & Merchants Investments Inc held 100,581 shares of Salesforce worth $15.8M as of Q2 2026.
Farmers & Merchants Investments Inc bought 19,528 Salesforce shares in Q2 2026, an estimated $3.43M.
Salesforce made up 0.38% of Farmers & Merchants Investments Inc's portfolio in Q2 2026, its #63 holding.
Farmers & Merchants Investments Inc first reported a position in Salesforce in Q2 2013 and has held it in 53 quarters since.
1,527 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Farmers & Merchants Investments Inc's 13F filing for Q2 2026, filed 20 Jul 2026.