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
Q2 		– Sell
-369
Closed -$68.9K – 80
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Magellan Asset Management's CRM Position: Q2 2026 in Review

Magellan Asset Management sold out of Salesforce (CRM) in Q2 2026, closing a stake of 369 shares — an estimated $68.9K sold.

Magellan Asset Management first reported a position in CRM in Q3 2020 and held it in 23 quarters. The position peaked at $47.7M in Q2 2023. 2,478 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Magellan Asset Management reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
  • Magellan Asset Management sold 369 Salesforce shares in Q2 2026, an estimated $68.9K.
  • Magellan Asset Management first reported a position in Salesforce in Q3 2020 and held it in 23 quarters.
  • Magellan Asset Management's Salesforce position peaked at $47.7M in Q2 2023.
  • 2,478 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Magellan Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.