MAM
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Magellan Asset Management’s Salesforce CRM Stock Holding History

Magellan Asset Management’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 		$68.9K Sell
369
-78
-17% -$16.2K ﹤0.01% 78
2025
Q4 		$118K Hold
447
– – ﹤0.01% 78
2025
Q3 		$106K Sell
447
-78,240
-99% -$19.7M ﹤0.01% 78
2025
Q2 		$21.5M Buy
78,687
+6,649
+9% +$1.78M 0.25% 48
2025
Q1 		$19.3M Sell
72,038
-17,847
-20% -$5.55M 0.24% 49
2024
Q4 		$30.1M Sell
89,885
-17,624
-16% -$5.62M 0.33% 37
2024
Q3 		$29.4M Buy
107,509
+4,881
+5% +$1.25M 0.29% 46
2024
Q2 		$26.4M Buy
102,628
+16,349
+19% +$4.37M 0.25% 48
2024
Q1 		$26M Sell
86,279
-93,442
-52% -$27M 0.25% 46
2023
Q4 		$47.3M Sell
179,721
-40,516
-18% -$9.17M 0.47% 35
2023
Q3 		$44.7M Sell
220,237
-5,316
-2% -$1.15M 0.47% 35
2023
Q2 		$47.7M Buy
225,553
+514
+0.2% +$105K 0.42% 34
2023
Q1 		$45M Buy
225,039
+50,426
+29% +$8.52M 0.38% 34
2022
Q4 		$23.2M Buy
174,613
+9,875
+6% +$1.44M 0.2% 42
2022
Q3 		$23.7M Sell
164,738
-531
-0.3% -$90K 0.17% 38
2022
Q2 		$27.3M Buy
165,269
+36,340
+28% +$6.42M 0.15% 36
2022
Q1 		$27.4M Buy
128,929
+126,866
+6,150% +$27.3M 0.11% 39
2021
Q4 		$524K Buy
2,063
+138
+7% +$38.8K ﹤0.01% 74
2021
Q3 		$522K Buy
1,925
+45
+2% +$11.4K ﹤0.01% 72
2021
Q2 		$459K Buy
1,880
+45
+2% +$10.4K ﹤0.01% 68
2021
Q1 		$389K Buy
1,835
+610
+50% +$136K ﹤0.01% 68
2020
Q4 		$273K Buy
1,225
+816
+200% +$198K ﹤0.01% 70
2020
Q3 		$103K Buy
+409
New +$89.5K ﹤0.01% 63

Other funds holding CRM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Magellan Asset Management's CRM Position: Q1 2026 in Review

Magellan Asset Management reduced its Salesforce (CRM) stake by 17% in Q1 2026, selling an estimated $16.2K and leaving 369 shares worth $68.9K. The position accounts for ﹤0.01% of the portfolio, ranked #78.

Magellan Asset Management first reported a position in CRM in Q3 2020 and has held it in 23 quarters since. The position peaked at $47.7M in Q2 2023. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Magellan Asset Management held 369 shares of Salesforce worth $68.9K as of Q1 2026.
  • Magellan Asset Management sold 78 Salesforce shares in Q1 2026, an estimated $16.2K.
  • Salesforce made up ﹤0.01% of Magellan Asset Management's portfolio in Q1 2026, its #78 holding.
  • Magellan Asset Management first reported a position in Salesforce in Q3 2020 and has held it in 23 quarters since.
  • Magellan Asset Management's Salesforce position peaked at $47.7M in Q2 2023.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Magellan Asset Management's 13F filing for Q1 2026, filed 12 May 2026.