M Holdings Securities’s Salesforce CRM Stock Holding History

M Holdings Securities’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	$1.9M	Buy	11,900 +22	+0.2%	+$3.87K	0.26%	66
2026 Q1	$2.13M	Buy	+11,878	New	+$2.46M	0.14%	124
2025 Q3	–	Sell	-10,975	Closed	-$3M	–	105
2025 Q2	$3M	Buy	+10,975	New	+$2.93M	0.51%	46
2024 Q3	–	Sell	-9,770	Closed	-$2.51M	–	151
2024 Q2	$2.51M	Buy	+9,770	New	+$2.61M	0.33%	49
2023 Q2	–	Sell	-4,889	Closed	-$976K	–	258
2023 Q1	$976K	Sell	4,889 -308	-6%	-$52K	0.1%	158
2022 Q4	$689K	Buy	5,197 +254	+5%	+$37.1K	0.07%	203
2022 Q3	$711K	Sell	4,943 -146	-3%	-$24.8K	0.08%	183
2022 Q2	$840K	Buy	5,089 +37	+0.7%	+$6.54K	0.09%	173
2022 Q1	$1.07M	Buy	+5,052	New	+$1.09M	0.08%	175
2021 Q2	–	Sell	-5,898	Closed	-$1.25M	–	286
2021 Q1	$1.25M	Buy	+5,898	New	+$1.31M	0.11%	167
2019 Q2	–	Sell	-1,461	Closed	-$231K	–	198
2019 Q1	$231K	Buy	+1,461	New	+$226K	0.05%	321

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 $3.38T AUM 44.17% 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

M Holdings Securities's CRM Position: Q2 2026 in Review

M Holdings Securities increased its Salesforce (CRM) stake by 0.19% in Q2 2026, buying an estimated $3.87K and bringing the position to 11,900 shares worth $1.9M. The position accounts for 0.26% of the portfolio, ranked #66.

M Holdings Securities first reported a position in CRM in Q1 2019 and has held it in 11 quarters since. The position peaked at $3M in Q2 2025. 2,494 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

M Holdings Securities held 11,900 shares of Salesforce worth $1.9M as of Q2 2026.
M Holdings Securities bought 22 Salesforce shares in Q2 2026, an estimated $3.87K.
Salesforce made up 0.26% of M Holdings Securities's portfolio in Q2 2026, its #66 holding.
M Holdings Securities first reported a position in Salesforce in Q1 2019 and has held it in 11 quarters since.
M Holdings Securities's Salesforce position peaked at $3M in Q2 2025.
2,494 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on M Holdings Securities's 13F filing for Q2 2026, filed 11 Aug 2026.