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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

MainStreet Investment Advisors's CRM Position: Q1 2026 in Review

MainStreet Investment Advisors reduced its Salesforce (CRM) stake by 6.8% in Q1 2026, selling an estimated $75.4K and leaving 4,988 shares worth $931K. The position accounts for 0.14% of the portfolio, ranked #100.

MainStreet Investment Advisors first reported a position in CRM in Q1 2020 and has held it in 16 quarters since. The position peaked at $1.42M in Q4 2025. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

MainStreet Investment Advisors held 4,988 shares of Salesforce worth $931K as of Q1 2026.
MainStreet Investment Advisors sold 364 Salesforce shares in Q1 2026, an estimated $75.4K.
Salesforce made up 0.14% of MainStreet Investment Advisors's portfolio in Q1 2026, its #100 holding.
MainStreet Investment Advisors first reported a position in Salesforce in Q1 2020 and has held it in 16 quarters since.
MainStreet Investment Advisors's Salesforce position peaked at $1.42M in Q4 2025.
2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on MainStreet Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.