Mascoma Wealth Management’s Salesforce CRM Stock Holding History

Mascoma Wealth 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	$74.7K	Sell	477 -6	-1%	-$1.05K	0.01%	156
2026 Q1	$90.2K	Sell	483 -35	-7%	-$7.25K	0.02%	142
2025 Q4	$137K	Buy	518 +10	+2%	+$2.48K	0.03%	110
2025 Q3	$120K	Sell	508 -10	-2%	-$2.52K	0.03%	119
2025 Q2	$141K	Hold	518	–	–	0.03%	109
2025 Q1	$139K	Hold	518	–	–	0.03%	111
2024 Q4	$173K	Buy	518 +51	+11%	+$16.3K	0.04%	101
2024 Q3	$128K	Hold	467	–	–	0.03%	122
2024 Q2	$120K	Hold	467	–	–	0.03%	121
2024 Q1	$141K	Hold	467	–	–	0.04%	113
2023 Q4	$123K	Hold	467	–	–	0.04%	122
2023 Q3	$94.7K	Hold	467	–	–	0.03%	139
2023 Q2	$98.8K	Hold	467	–	–	0.03%	140
2023 Q1	$92.6K	Hold	467	–	–	0.03%	171
2022 Q4	$61.9K	Hold	467	–	–	0.02%	208
2022 Q3	$67K	Hold	467	–	–	0.02%	202
2022 Q2	$77K	Sell	467 -30	-6%	-$5.3K	0.03%	199
2022 Q1	$106K	Hold	497	–	–	0.03%	175
2021 Q4	$126K	Buy	497 +30	+6%	+$8.43K	0.04%	144
2021 Q3	$127K	Buy	+467	New	+$119K	0.05%	133
2021 Q2	–	Sell	-467	Closed	-$99K	–	172
2021 Q1	$99K	Buy	+467	New	+$104K	0.04%	157

Other funds holding CRM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Mascoma Wealth Management's CRM Position: Q2 2026 in Review

Mascoma Wealth Management reduced its Salesforce (CRM) stake by 1.2% in Q2 2026, selling an estimated $1.05K and leaving 477 shares worth $74.7K. The position accounts for 0.01% of the portfolio, ranked #156.

Mascoma Wealth Management first reported a position in CRM in Q1 2021 and has held it in 21 quarters since. The position peaked at $173K in Q4 2024. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Mascoma Wealth Management held 477 shares of Salesforce worth $74.7K as of Q2 2026.
Mascoma Wealth Management sold 6 Salesforce shares in Q2 2026, an estimated $1.05K.
Salesforce made up 0.01% of Mascoma Wealth Management's portfolio in Q2 2026, its #156 holding.
Mascoma Wealth Management first reported a position in Salesforce in Q1 2021 and has held it in 21 quarters since.
Mascoma Wealth Management's Salesforce position peaked at $173K in Q4 2024.
2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.