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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
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

JSC
J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Main Street Financial Solutions's CRM Position: Q4 2025 in Review

Main Street Financial Solutions reduced its Salesforce (CRM) stake by 50% in Q4 2025, selling an estimated $192K and leaving 785 shares worth $208K. The position accounts for 0.02% of the portfolio, ranked #514.

Main Street Financial Solutions first reported a position in CRM in Q2 2022 and has held it in 14 quarters since. The position peaked at $1.26M in Q1 2024. 2,943 funds tracked by Wall St. Rank hold CRM as of Q4 2025.

  • Main Street Financial Solutions held 785 shares of Salesforce worth $208K as of Q4 2025.
  • Main Street Financial Solutions sold 773 Salesforce shares in Q4 2025, an estimated $192K.
  • Salesforce made up 0.02% of Main Street Financial Solutions's portfolio in Q4 2025, its #514 holding.
  • Main Street Financial Solutions first reported a position in Salesforce in Q2 2022 and has held it in 14 quarters since.
  • Main Street Financial Solutions's Salesforce position peaked at $1.26M in Q1 2024.
  • 2,943 funds tracked by Wall St. Rank held Salesforce as of Q4 2025.

Based on Main Street Financial Solutions's 13F filing for Q4 2025, filed 17 Feb 2026.