MSR
CRM icon

Main Street Research’s Salesforce CRM Stock Holding History

Main Street Research’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 		$909K Sell
5,802
-1,122
-16% -$197K 0.04% 66
2026
Q1 		$1.29M Buy
6,924
+560
+9% +$116K 0.08% 53
2025
Q4 		$1.69M Buy
6,364
+3,846
+153% +$956K 0.1% 48
2025
Q3 		$597K Buy
2,518
+866
+52% +$218K 0.03% 75
2025
Q2 		$451K Sell
1,652
-5,066
-75% -$1.35M 0.03% 77
2025
Q1 		$1.8M Sell
6,718
-562
-8% -$175K 0.12% 51
2024
Q4 		$2.44M Buy
7,280
+537
+8% +$171K 0.15% 48
2024
Q3 		$1.85M Buy
6,743
+4,969
+280% +$1.27M 0.12% 51
2024
Q2 		$456K Sell
1,774
-102,708
-98% -$27.5M 0.03% 66
2024
Q1 		$31.5M Buy
104,482
+2,662
+3% +$768K 2.14% 20
2023
Q4 		$26.8M Buy
101,820
+1,282
+1% +$290K 2.15% 17
2023
Q3 		$20.4M Buy
+100,538
New +$21.7M 2.1% 29
2023
Q1 		– Sell
-1,802
Closed -$239K – 96
2022
Q4 		$239K Sell
1,802
-255
-12% -$37.2K 0.06% 85
2022
Q3 		$296K Buy
+2,057
New +$349K 0.07% 70
2022
Q2 		– Sell
-2,085
Closed -$443K – 91
2022
Q1 		$443K Buy
2,085
+410
+24% +$88.2K 0.04% 79
2021
Q4 		$426K Sell
1,675
-63
-4% -$17.7K 0.03% 89
2021
Q3 		$471K Buy
1,738
+495
+40% +$126K 0.04% 83
2021
Q2 		$304K Sell
1,243
-66
-5% -$15.2K 0.02% 107
2021
Q1 		$277K Sell
1,309
-806
-38% -$179K 0.03% 104
2020
Q4 		$471K Buy
2,115
+56
+3% +$13.6K 0.05% 82
2020
Q3 		$517K Buy
2,059
+69
+3% +$15.1K 0.07% 70
2020
Q2 		$373K Sell
1,990
-218
-10% -$36.7K 0.06% 77
2020
Q1 		$318K Sell
2,208
-86,725
-98% -$14.9M 0.08% 63
2019
Q4 		$14.5M Sell
88,933
-918
-1% -$144K 2.28% 23
2019
Q3 		$13.3M Sell
89,851
-234
-0.3% -$35.6K 2.5% 21
2019
Q2 		$13.7M Buy
90,085
+87,579
+3,495% +$13.7M 3.08% 18
2019
Q1 		$397K Buy
2,506
+231
+10% +$35.8K 0.13% 63
2018
Q4 		$312K Sell
2,275
-127,131
-98% -$17.5M 0.12% 59
2018
Q3 		$20.6M Buy
129,406
+5,087
+4% +$755K 2.95% 7
2018
Q2 		$17M Sell
124,319
-545
-0.4% -$69.5K 2.66% 7
2018
Q1 		$14.5M Buy
124,864
+3,465
+3% +$398K 2.3% 16
2017
Q4 		$12.4M Buy
121,399
+1,904
+2% +$194K 1.89% 28
2017
Q3 		$11.2M Buy
119,495
+1,719
+1% +$158K 1.8% 29
2017
Q2 		$10.2M Buy
117,776
+10,700
+10% +$932K 1.67% 31
2017
Q1 		$8.83M Buy
107,076
+10,014
+10% +$800K 1.55% 34
2016
Q4 		$6.64M Buy
97,062
+11,826
+14% +$858K 1.29% 38
2016
Q3 		$6.08M Buy
85,236
+6,943
+9% +$542K 1.19% 42
2016
Q2 		$6.22M Buy
78,293
+4,180
+6% +$328K 1.28% 36
2016
Q1 		$5.47M Sell
74,113
-77,946
-51% -$5.37M 1.41% 31
2015
Q4 		$11.9M Buy
152,059
+26,101
+21% +$2.04M 2.55% 4
2015
Q3 		$9.79M Buy
125,958
+7,435
+6% +$527K 2.3% 9
2015
Q2 		$8.25M Buy
118,523
+7,726
+7% +$550K 1.69% 19
2015
Q1 		$7.4M Buy
110,797
+4,181
+4% +$259K 1.59% 24
2014
Q4 		$6.32M Buy
106,616
+7,378
+7% +$435K 1.35% 30
2014
Q3 		$5.71M Buy
99,238
+13,837
+16% +$779K 1.27% 31
2014
Q2 		$4.96M Buy
85,401
+7,510
+10% +$406K 1.17% 32
2014
Q1 		$4.45M Buy
77,891
+34,045
+78% +$2.04M 1.08% 38
2013
Q4 		$2.42M Buy
43,846
+1,913
+5% +$102K 0.6% 61
2013
Q3 		$2.18M Buy
41,933
+7,408
+21% +$336K 0.59% 68
2013
Q2 		$1.32M Buy
+34,525
New +$1.43M 0.4% 75

Other funds holding CRM

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

Main Street Research's CRM Position: Q2 2026 in Review

Main Street Research reduced its Salesforce (CRM) stake by 16% in Q2 2026, selling an estimated $197K and leaving 5,802 shares worth $909K. The position accounts for 0.04% of the portfolio, ranked #66.

Main Street Research first reported a position in CRM in Q2 2013 and has held it in 50 quarters since. The position peaked at $31.5M in Q1 2024. 1,031 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Main Street Research held 5,802 shares of Salesforce worth $909K as of Q2 2026.
  • Main Street Research sold 1,122 Salesforce shares in Q2 2026, an estimated $197K.
  • Salesforce made up 0.04% of Main Street Research's portfolio in Q2 2026, its #66 holding.
  • Main Street Research first reported a position in Salesforce in Q2 2013 and has held it in 50 quarters since.
  • Main Street Research's Salesforce position peaked at $31.5M in Q1 2024.
  • 1,031 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Main Street Research's 13F filing for Q2 2026, filed 29 Jul 2026.