MCM
CRM icon

MAI Capital Management’s Salesforce CRM Stock Holding History

MAI Capital 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 		– Hold
0
– – – 1986
2025
Q4 		– Hold
0
– – – 1764
2025
Q3 		– Hold
0
– – – 1739
2025
Q2 		– Hold
0
– – – 1586
2025
Q1 		– Hold
0
– – – 1704
2024
Q4 		– Hold
0
– – – 1435

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

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.