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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

M Holdings Securities's CRM Position: Q1 2026 in Review

M Holdings Securities opened a new position in Salesforce (CRM) in Q1 2026: 11,878 shares worth $2.13M. The stake represents 0.14% of the portfolio and ranks #124 among its holdings. This is a return to the name: M Holdings Securities previously reported a position in CRM as recently as Q2 2025.

M Holdings Securities first reported a position in CRM in Q1 2019 and has held it in 10 quarters since. The position peaked at $3M in Q2 2025. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

M Holdings Securities held 11,878 shares of Salesforce worth $2.13M as of Q1 2026.
Salesforce was a new M Holdings Securities position in Q1 2026.
Salesforce made up 0.14% of M Holdings Securities's portfolio in Q1 2026, its #124 holding.
M Holdings Securities first reported a position in Salesforce in Q1 2019 and has held it in 10 quarters since.
M Holdings Securities's Salesforce position peaked at $3M in Q2 2025.
2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on M Holdings Securities's 13F filing for Q1 2026, filed 12 May 2026.