MAI Capital Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $7.58M | Buy |
40,598
+5,442
| +15% | +$1.13M | 0.04% | 325 |
|
|
2025
Q4 | $9.31M | Sell |
35,156
-1,420
| -4% | -$353K | 0.05% | 291 |
|
|
2025
Q3 | $8.67M | Sell |
36,576
-1,583
| -4% | -$399K | 0.05% | 281 |
|
|
2025
Q2 | $10.4M | Sell |
38,159
-11,285
| -23% | -$3.02M | 0.07% | 222 |
|
|
2025
Q1 | $13.3M | Buy |
49,444
+3,363
| +7% | +$1.05M | 0.1% | 179 |
|
|
2024
Q4 | $15.4M | Buy |
46,081
+6,452
| +16% | +$2.06M | 0.11% | 157 |
|
|
2024
Q3 | $10.8M | Sell |
39,629
-1,903
| -5% | -$487K | 0.1% | 152 |
|
|
2024
Q2 | $10.7M | Buy |
41,532
+2,221
| +6% | +$594K | 0.1% | 150 |
|
|
2024
Q1 | $11.8M | Buy |
39,311
+10,460
| +36% | +$3.02M | 0.12% | 137 |
|
|
2023
Q4 | $7.59M | Buy |
28,851
+2,899
| +11% | +$656K | 0.1% | 165 |
|
|
2023
Q3 | $5.26M | Sell |
25,952
-342
| -1% | -$73.9K | 0.08% | 188 |
|
|
2023
Q2 | $5.55M | Buy |
26,294
+8,356
| +47% | +$1.71M | 0.08% | 185 |
|
|
2023
Q1 | $3.58M | Buy |
17,938
+327
| +2% | +$55.2K | 0.06% | 221 |
|
|
2022
Q4 | $2.34M | Sell |
17,611
-3,763
| -18% | -$549K | 0.04% | 259 |
|
|
2022
Q3 | $3.07M | Sell |
21,374
-358
| -2% | -$60.7K | 0.06% | 211 |
|
|
2022
Q2 | $3.59M | Sell |
21,732
-57,128
| -72% | -$10.1M | 0.07% | 187 |
|
|
2022
Q1 | $16.7M | Buy |
78,860
+15,086
| +24% | +$3.25M | 0.28% | 86 |
|
|
2021
Q4 | $16.2M | Buy |
63,774
+51,159
| +406% | +$14.4M | 0.26% | 91 |
|
|
2021
Q3 | $3.42M | Buy |
12,615
+7,407
| +142% | +$1.88M | 0.07% | 171 |
|
|
2021
Q2 | $1.27M | Sell |
5,208
-5,395
| -51% | -$1.24M | 0.03% | 313 |
|
|
2021
Q1 | $2.25M | Sell |
10,603
-242
| -2% | -$53.9K | 0.05% | 196 |
|
|
2020
Q4 | $2.41M | Sell |
10,845
-678
| -6% | -$165K | 0.06% | 184 |
|
|
2020
Q3 | $2.9M | Sell |
11,523
-795
| -6% | -$174K | 0.08% | 148 |
|
|
2020
Q2 | $2.31M | Sell |
12,318
-109
| -0.9% | -$18.4K | 0.07% | 158 |
|
|
2020
Q1 | $1.79M | Buy |
12,427
+332
| +3% | +$56.9K | 0.07% | 158 |
|
|
2019
Q4 | $1.97M | Buy |
12,095
+7,427
| +159% | +$1.16M | 0.06% | 182 |
|
|
2019
Q3 | $693K | Sell |
4,668
-8
| -0.2% | -$1.22K | 0.03% | 303 |
|
|
2019
Q2 | $709K | Buy |
4,676
+1,532
| +49% | +$240K | 0.03% | 298 |
|
|
2019
Q1 | $498K | Sell |
3,144
-979
| -24% | -$152K | 0.03% | 296 |
|
|
2018
Q4 | $565K | Buy |
4,123
+60
| +1% | +$8.25K | 0.03% | 286 |
|
|
2018
Q3 | $646K | Sell |
4,063
-104
| -2% | -$15.4K | 0.03% | 280 |
|
|
2018
Q2 | $568K | Sell |
4,167
-121
| -3% | -$15.4K | 0.03% | 286 |
|
|
2018
Q1 | $499K | Sell |
4,288
-313
| -7% | -$35.9K | 0.03% | 292 |
|
|
2017
Q4 | $470K | Buy |
4,601
+123
| +3% | +$12.5K | 0.03% | 297 |
|
|
2017
Q3 | $418K | Sell |
4,478
-200
| -4% | -$18.4K | 0.03% | 298 |
|
|
2017
Q2 | $405K | Sell |
4,678
-911
| -16% | -$79.3K | 0.03% | 299 |
|
|
2017
Q1 | $461K | Sell |
5,589
-3,737
| -40% | -$299K | 0.03% | 272 |
|
|
2016
Q4 | $638K | Sell |
9,326
-1,487
| -14% | -$108K | 0.05% | 235 |
|
|
2016
Q3 | $771K | Buy |
10,813
+622
| +6% | +$48.5K | 0.06% | 205 |
|
|
2016
Q2 | $809K | Sell |
10,191
-546
| -5% | -$42.9K | 0.06% | 206 |
|
|
2016
Q1 | $793K | Buy |
10,737
+533
| +5% | +$36.7K | 0.06% | 210 |
|
|
2015
Q4 | $800K | Buy |
10,204
+291
| +3% | +$22.7K | 0.06% | 208 |
|
|
2015
Q3 | $688K | Sell |
9,913
-519
| -5% | -$36.8K | 0.05% | 239 |
|
|
2015
Q2 | $726K | Hold |
10,432
| – | – | 0.05% | 249 |
|
|
2015
Q1 | $697K | Buy |
10,432
+144
| +1% | +$8.93K | 0.05% | 258 |
|
|
2014
Q4 | $610K | Buy |
10,288
+174
| +2% | +$10.3K | 0.04% | 269 |
|
|
2014
Q3 | $582K | Hold |
10,114
| – | – | 0.06% | 233 |
|
|
2014
Q2 | $587K | Buy |
10,114
+668
| +7% | +$36.1K | 0.06% | 217 |
|
|
2014
Q1 | $539K | Buy |
9,446
+956
| +11% | +$57.2K | 0.05% | 214 |
|
|
2013
Q4 | $469K | Buy |
8,490
+127
| +2% | +$6.79K | 0.05% | 234 |
|
|
2013
Q3 | $434K | Buy |
8,363
+180
| +2% | +$8.17K | 0.06% | 211 |
|
|
2013
Q2 | $312K | Buy |
+8,183
| New | +$338K | 0.04% | 239 |
|
Other funds holding CRM
VCM
VPM
MAI Capital Management's CRM Position: Q1 2026 in Review
MAI Capital Management increased its Salesforce (CRM) stake by 15% in Q1 2026, buying an estimated $1.13M and bringing the position to 40,598 shares worth $7.58M. The position accounts for 0.04% of the portfolio, ranked #325.
MAI Capital Management first reported a position in CRM in Q2 2013 and has held it in 52 quarters since. The position peaked at $16.7M in Q1 2022. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.
- MAI Capital Management held 40,598 shares of Salesforce worth $7.58M as of Q1 2026.
- MAI Capital Management bought 5,442 Salesforce shares in Q1 2026, an estimated $1.13M.
- Salesforce made up 0.04% of MAI Capital Management's portfolio in Q1 2026, its #325 holding.
- MAI Capital Management first reported a position in Salesforce in Q2 2013 and has held it in 52 quarters since.
- MAI Capital Management's Salesforce position peaked at $16.7M in Q1 2022.
- 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.
Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.