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Main Street Financial Solutions’s Salesforce CRM Stock Holding History

Main Street Financial Solutions’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 		– Sell
-785
Closed -$208K – 592
2025
Q4 		$208K Sell
785
-773
-50% -$192K 0.02% 514
2025
Q3 		$369K Sell
1,558
-97
-6% -$24.5K 0.02% 454
2025
Q2 		$451K Buy
1,655
+767
+86% +$205K 0.03% 382
2025
Q1 		$238K Sell
888
-894
-50% -$278K 0.02% 451
2024
Q4 		$596K Buy
1,782
+527
+42% +$168K 0.06% 254
2024
Q3 		$344K Sell
1,255
-3,446
-73% -$883K 0.03% 393
2024
Q2 		$1.21M Buy
4,701
+522
+12% +$140K 0.11% 164
2024
Q1 		$1.26M Buy
4,179
+2,699
+182% +$779K 0.13% 148
2023
Q4 		$389K Buy
1,480
+27
+2% +$6.11K 0.05% 307
2023
Q3 		$295K Buy
1,453
+11
+0.8% +$2.38K 0.04% 351
2023
Q2 		$305K Sell
1,442
-24
-2% -$4.9K 0.04% 346
2023
Q1 		$293K Buy
+1,466
New +$248K 0.04% 349
2022
Q4 		– Sell
-1,525
Closed -$219K – 436
2022
Q3 		$219K Buy
1,525
+216
+17% +$36.6K 0.04% 395
2022
Q2 		$216K Buy
+1,309
New +$231K 0.03% 417

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Main Street Financial Solutions's CRM Position: Q1 2026 in Review

Main Street Financial Solutions sold out of Salesforce (CRM) in Q1 2026, closing a stake of 785 shares — an estimated $208K sold.

Main Street Financial Solutions first reported a position in CRM in Q2 2022 and held it in 14 quarters. The position peaked at $1.26M in Q1 2024. 2,695 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Main Street Financial Solutions reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
  • Main Street Financial Solutions sold 785 Salesforce shares in Q1 2026, an estimated $208K.
  • Main Street Financial Solutions first reported a position in Salesforce in Q2 2022 and held it in 14 quarters.
  • Main Street Financial Solutions's Salesforce position peaked at $1.26M in Q1 2024.
  • 2,695 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Main Street Financial Solutions's 13F filing for Q1 2026, filed 29 Jul 2026.