Mach-1 Financial Group’s Salesforce CRM Stock Holding History

Mach-1 Financial Group’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	–	Sell	-3,799	Closed	-$1.01M	–	184
2025 Q4	$1.01M	Buy	3,799 +2,539	+202%	+$631K	0.21%	96
2025 Q3	$299K	Sell	1,260 -952	-43%	-$240K	0.05%	174
2025 Q2	$603K	Buy	+2,212	New	+$591K	0.18%	111
2025 Q1	–	Sell	-666	Closed	-$223K	–	242
2024 Q4	$223K	Sell	666 -189	-22%	-$60.3K	0.4%	54
2024 Q3	$234K	Buy	+855	New	+$219K	0.14%	80
2024 Q2	–	Sell	-716	Closed	-$216K	–	77
2024 Q1	$216K	Buy	+716	New	+$207K	0.16%	64
2023 Q2	–	Sell	-496	Closed	-$99.1K	–	215
2023 Q1	$99.1K	Buy	+496	New	+$83.8K	0.63%	44
2022 Q4	–	Sell	-496	Closed	-$71K	–	211
2022 Q3	$71K	Hold	496	–	–	0.07%	94
2022 Q2	$81K	Buy	+496	New	+$87.6K	0.05%	94
2021 Q2	–	Sell	-104	Closed	-$22K	–	155
2021 Q1	$22K	Sell	104 -2,798	-96%	-$623K	0.02%	71
2020 Q4	$645K	Buy	+2,902	New	+$706K	0.71%	34

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

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

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

Mach-1 Financial Group's CRM Position: Q1 2026 in Review

Mach-1 Financial Group sold out of Salesforce (CRM) in Q1 2026, closing a stake of 3,799 shares — an estimated $1.01M sold.

Mach-1 Financial Group first reported a position in CRM in Q4 2020 and held it in 11 quarters. The position peaked at $1.01M in Q4 2025. 2,682 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Mach-1 Financial Group reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
Mach-1 Financial Group sold 3,799 Salesforce shares in Q1 2026, an estimated $1.01M.
Mach-1 Financial Group first reported a position in Salesforce in Q4 2020 and held it in 11 quarters.
Mach-1 Financial Group's Salesforce position peaked at $1.01M in Q4 2025.
2,682 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Mach-1 Financial Group's 13F filing for Q1 2026, filed 13 May 2026.