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MainStreet Investment Advisors’s Salesforce CRM Stock Holding History

MainStreet Investment Advisors’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 		$809K Buy
5,166
+178
+4% +$31.3K 0.11% 115
2026
Q1 		$931K Sell
4,988
-364
-7% -$75.4K 0.14% 100
2025
Q4 		$1.42M Sell
5,352
-6
-0.1% -$1.49K 0.2% 84
2025
Q3 		$1.27M Buy
5,358
+4,313
+413% +$1.09M 0.17% 91
2025
Q2 		$285K Buy
1,045
+87
+9% +$23.3K 0.04% 141
2025
Q1 		$257K Sell
958
-171
-15% -$53.2K 0.04% 147
2024
Q4 		$377K Buy
1,129
+66
+6% +$21.1K 0.05% 123
2024
Q3 		$291K Buy
+1,063
New +$272K 0.04% 137
2024
Q1 		– Sell
-927
Closed -$244K – 173
2023
Q4 		$244K Buy
+927
New +$210K 0.03% 156
2022
Q2 		– Sell
-954
Closed -$203K – 171
2022
Q1 		$203K Buy
954
+50
+6% +$10.8K 0.02% 178
2021
Q4 		$230K Sell
904
-122
-12% -$34.3K 0.02% 183
2021
Q3 		$278K Buy
1,026
+142
+16% +$36.1K 0.03% 161
2021
Q2 		$216K Buy
+884
New +$204K 0.02% 179
2021
Q1 		– Sell
-1,329
Closed -$296K – 185
2020
Q4 		$296K Buy
1,329
+57
+4% +$13.9K 0.02% 161
2020
Q3 		$320K Buy
1,272
+77
+6% +$16.9K 0.03% 161
2020
Q2 		$224K Sell
1,195
-5,268
-82% -$888K 0.02% 225
2020
Q1 		$931K Buy
+6,463
New +$1.11M 0.11% 109

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 $3.37T AUM 44.26% 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
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

MainStreet Investment Advisors's CRM Position: Q2 2026 in Review

MainStreet Investment Advisors increased its Salesforce (CRM) stake by 3.6% in Q2 2026, buying an estimated $31.3K and bringing the position to 5,166 shares worth $809K. The position accounts for 0.11% of the portfolio, ranked #115.

MainStreet Investment Advisors first reported a position in CRM in Q1 2020 and has held it in 17 quarters since. The position peaked at $1.42M in Q4 2025. 2,483 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • MainStreet Investment Advisors held 5,166 shares of Salesforce worth $809K as of Q2 2026.
  • MainStreet Investment Advisors bought 178 Salesforce shares in Q2 2026, an estimated $31.3K.
  • Salesforce made up 0.11% of MainStreet Investment Advisors's portfolio in Q2 2026, its #115 holding.
  • MainStreet Investment Advisors first reported a position in Salesforce in Q1 2020 and has held it in 17 quarters since.
  • MainStreet Investment Advisors's Salesforce position peaked at $1.42M in Q4 2025.
  • 2,483 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on MainStreet Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.