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Marco Investment Management’s Salesforce CRM Stock Holding History

Marco Investment Management’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 		$9.23M Buy
58,912
+2,186
+4% +$384K 0.61% 42
2026
Q1 		$10.6M Buy
56,726
+1,522
+3% +$315K 0.8% 41
2025
Q4 		$14.6M Sell
55,204
-210
-0.4% -$52.2K 1.1% 27
2025
Q3 		$13.1M Buy
55,414
+146
+0.3% +$36.8K 1.01% 28
2025
Q2 		$15.1M Buy
55,268
+2,402
+5% +$642K 1.26% 26
2025
Q1 		$14.2M Sell
52,866
-347
-0.7% -$108K 1.32% 25
2024
Q4 		$17.8M Sell
53,213
-191
-0.4% -$61K 1.54% 20
2024
Q3 		$14.6M Buy
53,404
+806
+2% +$206K 1.26% 27
2024
Q2 		$13.5M Buy
52,598
+2,304
+5% +$617K 1.25% 27
2024
Q1 		$15.1M Sell
50,294
-425
-0.8% -$123K 1.43% 25
2023
Q4 		$13.3M Sell
50,719
-1,698
-3% -$384K 1.37% 27
2023
Q3 		$10.6M Buy
52,417
+217
+0.4% +$46.9K 1.22% 27
2023
Q2 		$11M Sell
52,200
-98
-0.2% -$20K 1.19% 26
2023
Q1 		$10.4M Sell
52,298
-675
-1% -$114K 1.18% 25
2022
Q4 		$7.02M Sell
52,973
-4,590
-8% -$670K 0.82% 38
2022
Q3 		$8.28M Buy
57,563
+3,980
+7% +$675K 1.05% 29
2022
Q2 		$8.84M Buy
53,583
+1,924
+4% +$340K 1.03% 30
2022
Q1 		$11M Buy
51,659
+11,928
+30% +$2.57M 1.11% 28
2021
Q4 		$10.1M Buy
39,731
+3,242
+9% +$911K 0.99% 34
2021
Q3 		$9.9M Sell
36,489
-881
-2% -$224K 1.09% 29
2021
Q2 		$9.13M Buy
37,370
+2,295
+7% +$529K 1.06% 30
2021
Q1 		$7.43M Buy
35,075
+1,960
+6% +$436K 0.97% 32
2020
Q4 		$7.37M Buy
33,115
+506
+2% +$123K 1.06% 30
2020
Q3 		$8.2M Buy
32,609
+539
+2% +$118K 1.34% 25
2020
Q2 		$6.01M Sell
32,070
-220
-0.7% -$37.1K 1.1% 32
2020
Q1 		$4.65M Buy
32,290
+4,593
+17% +$787K 0.99% 36
2019
Q4 		$4.5M Sell
27,697
-463
-2% -$72.6K 0.7% 44
2019
Q3 		$4.18M Buy
28,160
+4,620
+20% +$702K 0.71% 44
2019
Q2 		$3.57M Buy
23,540
+20,445
+661% +$3.2M 0.64% 48
2019
Q1 		$490K Buy
+3,095
New +$480K 0.09% 125

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

Marco Investment Management's CRM Position: Q2 2026 in Review

Marco Investment Management increased its Salesforce (CRM) stake by 3.9% in Q2 2026, buying an estimated $384K and bringing the position to 58,912 shares worth $9.23M. The position accounts for 0.61% of the portfolio, ranked #42.

Marco Investment Management first reported a position in CRM in Q1 2019 and has held it in 30 quarters since. The position peaked at $17.8M in Q4 2024. 2,487 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Marco Investment Management held 58,912 shares of Salesforce worth $9.23M as of Q2 2026.
  • Marco Investment Management bought 2,186 Salesforce shares in Q2 2026, an estimated $384K.
  • Salesforce made up 0.61% of Marco Investment Management's portfolio in Q2 2026, its #42 holding.
  • Marco Investment Management first reported a position in Salesforce in Q1 2019 and has held it in 30 quarters since.
  • Marco Investment Management's Salesforce position peaked at $17.8M in Q4 2024.
  • 2,487 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Marco Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.