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
Q2 		$799K Buy
5,098
+1,054
+26% +$185K 0.14% 167
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 $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 $3.38T AUM 44.17% 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

Magnolia Capital Advisors's CRM Position: Q2 2026 in Review

Magnolia Capital Advisors increased its Salesforce (CRM) stake by 26% in Q2 2026, buying an estimated $185K and bringing the position to 5,098 shares worth $799K. The position accounts for 0.14% of the portfolio, ranked #167.

Magnolia Capital Advisors first reported a position in CRM in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.32M in Q4 2024. 2,494 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Magnolia Capital Advisors held 5,098 shares of Salesforce worth $799K as of Q2 2026.
  • Magnolia Capital Advisors bought 1,054 Salesforce shares in Q2 2026, an estimated $185K.
  • Salesforce made up 0.14% of Magnolia Capital Advisors's portfolio in Q2 2026, its #167 holding.
  • Magnolia Capital Advisors first reported a position in Salesforce in Q1 2021 and has held it in 22 quarters since.
  • Magnolia Capital Advisors's Salesforce position peaked at $1.32M in Q4 2024.
  • 2,494 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Magnolia Capital Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.