Mainsail Financial Group’s Salesforce CRM Stock Holding History

Mainsail Financial Group’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	$1.23M	Buy	7,874 +1,107	+16%	+$195K	0.42%	40
2026 Q1	$1.26M	Buy	6,767 +3,129	+86%	+$648K	0.53%	42
2025 Q4	$964K	Buy	3,638 +382	+12%	+$94.9K	0.4%	49
2025 Q3	$772K	Buy	3,256 +497	+18%	+$125K	0.33%	50
2025 Q2	$711K	Buy	2,759 +435	+19%	+$116K	0.33%	50
2025 Q1	$624K	Buy	2,324 +830	+56%	+$258K	0.35%	44
2024 Q4	$499K	Buy	+1,494	New	+$477K	0.29%	46

Other funds holding CRM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

VPI

Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Mainsail Financial Group's CRM Position: Q2 2026 in Review

Mainsail Financial Group increased its Salesforce (CRM) stake by 16% in Q2 2026, buying an estimated $195K and bringing the position to 7,874 shares worth $1.23M. The position accounts for 0.42% of the portfolio, ranked #40.

Mainsail Financial Group first reported a position in CRM in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.26M in Q1 2026. 529 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Mainsail Financial Group held 7,874 shares of Salesforce worth $1.23M as of Q2 2026.
Mainsail Financial Group bought 1,107 Salesforce shares in Q2 2026, an estimated $195K.
Salesforce made up 0.42% of Mainsail Financial Group's portfolio in Q2 2026, its #40 holding.
Mainsail Financial Group first reported a position in Salesforce in Q4 2024 and has held it in 7 quarters since.
Mainsail Financial Group's Salesforce position peaked at $1.26M in Q1 2026.
529 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Mainsail Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.