Mainstay Capital Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.31M | Buy |
7,014
+307
| +5% | +$63.6K | 0.1% | 67 |
|
|
2025
Q4 | $1.78M | Buy |
6,707
+480
| +8% | +$119K | 0.14% | 47 |
|
|
2025
Q3 | $1.48M | Sell |
6,227
-5,307
| -46% | -$1.34M | 0.15% | 56 |
|
|
2025
Q2 | $3.15M | Buy |
11,534
+5,961
| +107% | +$1.59M | 0.16% | 55 |
|
|
2025
Q1 | $1.5M | Sell |
5,573
-81
| -1% | -$25.2K | 0.21% | 47 |
|
|
2024
Q4 | $1.89M | Buy |
5,654
+189
| +3% | +$60.3K | 0.29% | 34 |
|
|
2024
Q3 | $1.5M | Buy |
5,465
+332
| +6% | +$85K | 0.25% | 41 |
|
|
2024
Q2 | $1.32M | Buy |
5,133
+343
| +7% | +$91.8K | 0.23% | 41 |
|
|
2024
Q1 | $1.44M | Sell |
4,790
-676
| -12% | -$195K | 0.27% | 36 |
|
|
2023
Q4 | $1.44M | Buy |
5,466
+941
| +21% | +$213K | 0.27% | 32 |
|
|
2023
Q3 | $918K | Sell |
4,525
-1,088
| -19% | -$235K | 0.19% | 43 |
|
|
2023
Q2 | $1.19M | Sell |
5,613
-230
| -4% | -$47K | 0.21% | 44 |
|
|
2023
Q1 | $1.17M | Sell |
5,843
-183
| -3% | -$30.9K | 0.23% | 42 |
|
|
2022
Q4 | $799K | Sell |
6,026
-320
| -5% | -$46.7K | 0.18% | 61 |
|
|
2022
Q3 | $913K | Sell |
6,346
-115
| -2% | -$19.5K | 0.23% | 56 |
|
|
2022
Q2 | $1.07M | Buy |
6,461
+599
| +10% | +$106K | 0.25% | 49 |
|
|
2022
Q1 | $1.25M | Buy |
5,862
+42
| +0.7% | +$9.04K | 0.23% | 51 |
|
|
2021
Q4 | $1.48M | Sell |
5,820
-1,788
| -24% | -$502K | 0.45% | 43 |
|
|
2021
Q3 | $2.06M | Buy |
7,608
+1,476
| +24% | +$375K | 1.18% | 15 |
|
|
2021
Q2 | $1.5M | Sell |
6,132
-460
| -7% | -$106K | 0.35% | 40 |
|
|
2021
Q1 | $1.4M | Sell |
6,592
-330
| -5% | -$73.5K | 0.43% | 45 |
|
|
2020
Q4 | $1.54M | Buy |
6,922
+31
| +0.4% | +$7.54K | 0.45% | 41 |
|
|
2020
Q3 | $1.73M | Sell |
6,891
-2,390
| -26% | -$523K | 0.45% | 22 |
|
|
2020
Q2 | $1.74M | Buy |
9,281
+183
| +2% | +$30.8K | 0.51% | 26 |
|
|
2020
Q1 | $1.25M | Sell |
9,098
-583
| -6% | -$100K | 0.4% | 32 |
|
|
2019
Q4 | $1.57M | Sell |
9,681
-110
| -1% | -$17.2K | 0.36% | 44 |
|
|
2019
Q3 | $1.45M | Buy |
9,791
+615
| +7% | +$93.5K | 0.8% | 38 |
|
|
2019
Q2 | $1.39M | Buy |
9,176
+1,724
| +23% | +$270K | 0.73% | 35 |
|
|
2019
Q1 | $1.18M | Sell |
7,452
-1,505
| -17% | -$233K | 0.91% | 36 |
|
|
2018
Q4 | $1.21M | Buy |
8,957
+442
| +5% | +$60.8K | 0.88% | 28 |
|
|
2018
Q3 | $1.35M | Sell |
8,515
-279
| -3% | -$41.4K | 0.86% | 34 |
|
|
2018
Q2 | $1.2M | Sell |
8,794
-3,153
| -26% | -$402K | 0.95% | 27 |
|
|
2018
Q1 | $1.39M | Buy |
11,947
+1,438
| +14% | +$165K | 1.06% | 28 |
|
|
2017
Q4 | $1.07M | Buy |
+10,509
| New | +$1.07M | 0.89% | 29 |
|
Other funds holding CRM
VCM
VPM
Mainstay Capital Management's CRM Position: Q1 2026 in Review
Mainstay Capital Management increased its Salesforce (CRM) stake by 4.6% in Q1 2026, buying an estimated $63.6K and bringing the position to 7,014 shares worth $1.31M. The position accounts for 0.1% of the portfolio, ranked #67.
Mainstay Capital Management first reported a position in CRM in Q4 2017 and has held it in 34 quarters since. The position peaked at $3.15M in Q2 2025. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.
- Mainstay Capital Management held 7,014 shares of Salesforce worth $1.31M as of Q1 2026.
- Mainstay Capital Management bought 307 Salesforce shares in Q1 2026, an estimated $63.6K.
- Salesforce made up 0.1% of Mainstay Capital Management's portfolio in Q1 2026, its #67 holding.
- Mainstay Capital Management first reported a position in Salesforce in Q4 2017 and has held it in 34 quarters since.
- Mainstay Capital Management's Salesforce position peaked at $3.15M in Q2 2025.
- 2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.
Based on Mainstay Capital Management's 13F filing for Q1 2026, filed 12 May 2026.