MCA
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Magnolia Capital Advisors’s Salesforce CRM Stock Holding History

Magnolia Capital Advisors’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 		$755K Buy
4,044
+387
+11% +$80.2K 0.15% 162
2025
Q4 		$969K Sell
3,657
-333
-8% -$82.8K 0.2% 115
2025
Q3 		$946K Buy
3,990
+51
+1% +$12.9K 0.25% 109
2025
Q2 		$1.07M Sell
3,939
-146
-4% -$39K 0.27% 96
2025
Q1 		$1.1M Buy
4,085
+130
+3% +$40.4K 0.3% 88
2024
Q4 		$1.32M Buy
3,955
+1,549
+64% +$494K 0.34% 78
2024
Q3 		$659K Buy
2,406
+13
+0.5% +$3.33K 0.33% 82
2024
Q2 		$615K Sell
2,393
-1,532
-39% -$410K 0.34% 77
2024
Q1 		$1.06M Buy
3,925
+656
+20% +$189K 0.89% 37
2023
Q4 		$941K Sell
3,269
-14
-0.4% -$3.17K 0.69% 44
2023
Q3 		$654K Buy
3,283
+7
+0.2% +$1.51K 0.63% 37
2023
Q2 		$692K Buy
3,276
+195
+6% +$39.8K 0.35% 68
2023
Q1 		$616K Buy
3,081
+244
+9% +$41.2K 0.32% 74
2022
Q4 		$376K Buy
2,837
+256
+10% +$37.4K 0.25% 97
2022
Q3 		$371K Sell
2,581
-111
-4% -$18.8K 0.31% 86
2022
Q2 		$444K Sell
2,692
-1,605
-37% -$284K 0.4% 78
2022
Q1 		$912K Buy
4,297
+169
+4% +$36.4K 0.36% 78
2021
Q4 		$1.05M Buy
4,128
+42
+1% +$11.8K 0.31% 72
2021
Q3 		$1.11M Buy
4,086
+1,811
+80% +$460K 0.39% 69
2021
Q2 		$556K Buy
2,275
+97
+4% +$22.4K 0.25% 79
2021
Q1 		$461K Buy
+2,178
New +$485K 0.91% 37

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

Magnolia Capital Advisors's CRM Position: Q1 2026 in Review

Magnolia Capital Advisors increased its Salesforce (CRM) stake by 11% in Q1 2026, buying an estimated $80.2K and bringing the position to 4,044 shares worth $755K. The position accounts for 0.15% of the portfolio, ranked #162.

Magnolia Capital Advisors first reported a position in CRM in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.32M in Q4 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Magnolia Capital Advisors held 4,044 shares of Salesforce worth $755K as of Q1 2026.
  • Magnolia Capital Advisors bought 387 Salesforce shares in Q1 2026, an estimated $80.2K.
  • Salesforce made up 0.15% of Magnolia Capital Advisors's portfolio in Q1 2026, its #162 holding.
  • Magnolia Capital Advisors first reported a position in Salesforce in Q1 2021 and has held it in 21 quarters since.
  • Magnolia Capital Advisors's Salesforce position peaked at $1.32M in Q4 2024.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Magnolia Capital Advisors's 13F filing for Q1 2026, filed 15 May 2026.