Mackenzie Financial’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $71.4M | Buy |
455,706
+104,642
| +30% | +$18.4M | 0.07% | 212 |
|
|
2026
Q1 | $65.5M | Sell |
351,064
-66,247
| -16% | -$13.7M | 0.08% | 210 |
|
|
2025
Q4 | $111M | Buy |
417,311
+11,561
| +3% | +$2.87M | 0.13% | 146 |
|
|
2025
Q3 | $96.2M | Sell |
405,750
-93,489
| -19% | -$23.6M | 0.12% | 160 |
|
|
2025
Q2 | $136M | Sell |
499,239
-28,893
| -5% | -$7.72M | 0.18% | 123 |
|
|
2025
Q1 | $142M | Sell |
528,132
-57,729
| -10% | -$18M | 0.2% | 122 |
|
|
2024
Q4 | $196M | Buy |
585,861
+293,291
| +100% | +$93.6M | 0.27% | 93 |
|
|
2024
Q3 | $80.1M | Buy |
292,570
+62,299
| +27% | +$16M | 0.11% | 166 |
|
|
2024
Q2 | $59.2M | Sell |
230,271
-1,150
| -0.5% | -$308K | 0.09% | 188 |
|
|
2024
Q1 | $69.7M | Sell |
231,421
-6,635
| -3% | -$1.91M | 0.1% | 176 |
|
|
2023
Q4 | $62.6M | Sell |
238,056
-28,729
| -11% | -$6.5M | 0.09% | 183 |
|
|
2023
Q3 | $53.3M | Sell |
266,785
-4,688
| -2% | -$1.01M | 0.09% | 187 |
|
|
2023
Q2 | $57.5M | Sell |
271,473
-402,412
| -60% | -$82.1M | 0.09% | 191 |
|
|
2023
Q1 | $135M | Buy |
673,885
+14,933
| +2% | +$2.52M | 0.21% | 118 |
|
|
2022
Q4 | $87.4M | Sell |
658,952
-141,799
| -18% | -$20.7M | 0.15% | 154 |
|
|
2022
Q3 | $115M | Sell |
800,751
-139,907
| -15% | -$23.7M | 0.2% | 127 |
|
|
2022
Q2 | $155M | Buy |
940,658
+79,708
| +9% | +$14.1M | 0.25% | 103 |
|
|
2022
Q1 | $183M | Buy |
860,950
+151,440
| +21% | +$32.6M | 0.25% | 101 |
|
|
2021
Q4 | $180M | Buy |
709,510
+11,594
| +2% | +$3.26M | 0.24% | 101 |
|
|
2021
Q3 | $189M | Buy |
697,916
+54,281
| +8% | +$13.8M | 0.27% | 96 |
|
|
2021
Q2 | $157M | Buy |
643,635
+77,755
| +14% | +$17.9M | 0.22% | 112 |
|
|
2021
Q1 | $120M | Buy |
565,880
+95,781
| +20% | +$21.3M | 0.18% | 131 |
|
|
2020
Q4 | $105M | Sell |
470,099
-86,041
| -15% | -$20.9M | 0.23% | 131 |
|
|
2020
Q3 | $140M | Sell |
556,140
-101,898
| -15% | -$22.3M | 0.35% | 89 |
|
|
2020
Q2 | $123M | Sell |
658,038
-23,047
| -3% | -$3.88M | 0.33% | 90 |
|
|
2020
Q1 | $98.1M | Buy |
681,085
+164,599
| +32% | +$28.2M | 0.32% | 85 |
|
|
2019
Q4 | $84M | Buy |
516,486
+54,915
| +12% | +$8.61M | 0.21% | 130 |
|
|
2019
Q3 | $68.5M | Buy |
461,571
+26,121
| +6% | +$3.97M | 0.18% | 139 |
|
|
2019
Q2 | $66.1M | Sell |
435,450
-83,556
| -16% | -$13.1M | 0.17% | 143 |
|
|
2019
Q1 | $82.2M | Buy |
519,006
+282,104
| +119% | +$43.7M | 0.2% | 121 |
|
|
2018
Q4 | $32.4M | Buy |
236,902
+204,946
| +641% | +$28.2M | 0.09% | 200 |
|
|
2018
Q3 | $5.08M | Buy |
31,956
+25,313
| +381% | +$3.76M | 0.01% | 491 |
|
|
2018
Q2 | $906K | Buy |
6,643
+2,478
| +59% | +$316K | ﹤0.01% | 693 |
|
|
2018
Q1 | $484K | Sell |
4,165
-35,138
| -89% | -$4.04M | ﹤0.01% | 744 |
|
|
2017
Q4 | $4.02M | Buy |
+39,303
| New | +$4.01M | 0.01% | 463 |
|
|
2016
Q3 | – | Sell |
-56,892
| Closed | -$4.52M | – | 700 |
|
|
2016
Q2 | $4.52M | Buy |
56,892
+592
| +1% | +$46.5K | 0.03% | 330 |
|
|
2016
Q1 | $4.16M | Buy |
56,300
+1,300
| +2% | +$89.5K | 0.04% | 275 |
|
|
2015
Q4 | $4.31M | Buy |
55,000
+2,300
| +4% | +$180K | 0.03% | 317 |
|
|
2015
Q3 | $3.66M | Buy |
52,700
+15,945
| +43% | +$1.13M | 0.02% | 317 |
|
|
2015
Q2 | $2.56M | Buy |
36,755
+3,155
| +9% | +$225K | 0.01% | 391 |
|
|
2015
Q1 | $2.25M | Buy |
+33,600
| New | +$2.08M | 0.01% | 404 |
|
|
2013
Q3 | – | Sell |
-42,000
| Closed | -$1.6M | – | 624 |
|
|
2013
Q2 | $1.6M | Buy |
+42,000
| New | +$1.73M | 0.01% | 423 |
|
Other funds holding CRM
Mackenzie Financial's CRM Position: Q2 2026 in Review
Mackenzie Financial increased its Salesforce (CRM) stake by 30% in Q2 2026, buying an estimated $18.4M and bringing the position to 455,706 shares worth $71.4M. The position accounts for 0.07% of the portfolio, ranked #212.
Mackenzie Financial first reported a position in CRM in Q2 2013 and has held it in 42 quarters since. The position peaked at $196M in Q4 2024. 2,467 funds tracked by Wall St. Rank hold CRM as of Q2 2026.
- Mackenzie Financial held 455,706 shares of Salesforce worth $71.4M as of Q2 2026.
- Mackenzie Financial bought 104,642 Salesforce shares in Q2 2026, an estimated $18.4M.
- Salesforce made up 0.07% of Mackenzie Financial's portfolio in Q2 2026, its #212 holding.
- Mackenzie Financial first reported a position in Salesforce in Q2 2013 and has held it in 42 quarters since.
- Mackenzie Financial's Salesforce position peaked at $196M in Q4 2024.
- 2,467 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.
Based on Mackenzie Financial's 13F filing for Q2 2026, filed 13 Aug 2026.