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Marino Stram & Associates’s Salesforce CRM Stock Holding History

Marino Stram & Associates’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 		$257K Sell
1,639
-3
-0.2% -$528 0.04% 176
2026
Q1 		$307K Buy
1,642
+49
+3% +$10.2K 0.06% 152
2025
Q4 		$422K Sell
1,593
-402
-20% -$99.9K 0.08% 128
2025
Q3 		$473K Sell
1,995
-430
-18% -$108K 0.09% 127
2025
Q2 		$661K Buy
2,425
+22
+0.9% +$5.88K 0.13% 101
2025
Q1 		$645K Buy
2,403
+146
+6% +$45.4K 0.14% 101
2024
Q4 		$755K Buy
2,257
+120
+6% +$38.3K 0.17% 97
2024
Q3 		$585K Hold
2,137
– – 0.13% 105
2024
Q2 		$549K Buy
2,137
+288
+16% +$77.1K 0.13% 102
2024
Q1 		$557K Buy
1,849
+327
+21% +$94.3K 0.13% 107
2023
Q4 		$400K Buy
1,522
+10
+0.7% +$2.26K 0.1% 120
2023
Q3 		$307K Hold
1,512
– – 0.09% 124
2023
Q2 		$319K Buy
1,512
+38
+3% +$7.76K 0.09% 126
2023
Q1 		$294K Sell
1,474
-38
-3% -$6.42K 0.09% 125
2022
Q4 		$200K Hold
1,512
– – 0.06% 146
2022
Q3 		$217K Buy
1,512
+100
+7% +$17K 0.08% 129
2022
Q2 		$233K Hold
1,412
– – 0.08% 132
2022
Q1 		$300K Hold
1,412
– – 0.09% 124
2021
Q4 		$359K Hold
1,412
– – 0.11% 118
2021
Q3 		$383K Sell
1,412
-20,317
-94% -$5.16M 0.13% 108
2021
Q2 		$5.31M Buy
21,729
+20,577
+1,786% +$4.74M 1.39% 17
2021
Q1 		$244K Buy
+1,152
New +$256K 0.1% 121
2019
Q2 		– Sell
-139
Closed -$22K – 177
2019
Q1 		$22K Hold
139
– – 0.02% 231
2018
Q4 		$19K Sell
139
-72
-34% -$9.9K 0.02% 217
2018
Q3 		$34K Hold
211
– – 0.03% 196
2018
Q2 		$29K Buy
+211
New +$26.9K 0.03% 205

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

Marino Stram & Associates's CRM Position: Q2 2026 in Review

Marino Stram & Associates reduced its Salesforce (CRM) stake by 0.18% in Q2 2026, selling an estimated $528 and leaving 1,639 shares worth $257K. The position accounts for 0.04% of the portfolio, ranked #176.

Marino Stram & Associates first reported a position in CRM in Q2 2018 and has held it in 26 quarters since. The position peaked at $5.31M in Q2 2021. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Marino Stram & Associates held 1,639 shares of Salesforce worth $257K as of Q2 2026.
  • Marino Stram & Associates sold 3 Salesforce shares in Q2 2026, an estimated $528.
  • Salesforce made up 0.04% of Marino Stram & Associates's portfolio in Q2 2026, its #176 holding.
  • Marino Stram & Associates first reported a position in Salesforce in Q2 2018 and has held it in 26 quarters since.
  • Marino Stram & Associates's Salesforce position peaked at $5.31M in Q2 2021.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Marino Stram & Associates's 13F filing for Q2 2026, filed 24 Jul 2026.